Meet Lorikeet’s Goal-Oriented Agent
Help your customers get past the question, the missing step, or the moment of doubt that keeps them from moving forward.
Lorikeet combines complex customer support with proactive, personalized follow-up—so more customers can finish onboarding, activate an account, or book the care they need.
“I started signing up, but I’m not sure which document you need.”
Explain the requirements and guide the customer through the next step.
Pick up where the conversation left off, at an agreed time.
The conversation changes. The goal stays in view.
From resolving issues to moving journeys forward
When support involves account details, policy rules, or several systems, a useful answer is only part of the job. Lorikeet is an AI customer concierge built to take action in your tools, follow your processes, and bring in your team when needed.
Our Goal-Oriented Agent (GOA) extends that approach to proactive engagement. Start with a customer outcome, then work with us to shape conversations and follow-ups around what each person needs to get there.
Where journeys stall. Where we pick them up.
An illustrative onboarding journey. Each response follows the customer’s context and your approved process.
The customer reaches a requirement they don’t understand. Setup stops.
Stalled at a required stepUse the account context, explain the approved requirements, and guide the customer through what to do next.
The question is answered, but the customer leaves before completing the step.
Conversation ends. Task stays open.Arrange a permitted follow-up. Return with the missing step and previous conversation in context, so the customer can continue.
The customer returns, but the issue needs a decision outside the agent’s authority.
A person needs to decidePass the issue, relevant details, and steps already tried to the right person. Your team handles the exception under your rules.
Once the blocker is resolved and setup is confirmed, close the follow-up loop. Measure completion, not just the reply.
Illustrative workflow. We’ll scope the customer data, contact rules, and escalation points with your team.
Where GOA can help
Explore a starting point for your pilot. We’ll scope the workflow, channels, and integrations with your team.
Fintech
Help customers or SMB partners complete setup, understand the next step, and start using your product.
Insurtech
Help policyholders understand renewal steps, supply missing information, and reach the right team for complex questions.
Healthtech
Help patients finish intake, navigate appointment logistics, and resolve administrative questions that delay care.
Designed around your operating rules
High-stakes customer journeys need a clear playbook. We work with you to define the scope before outreach begins.
Visit Lorikeet’s Trust CenterDefine approved messaging, offers, contact permissions, channels, and hours for your pilot.
Set clear escalation points for exceptions, sensitive situations, and decisions that require your team.
Review conversations and outcomes together, then adjust the approach before expanding the scope.
About Lorikeet
Lorikeet helps resolve customer issues from start to finish across chat, phone, SMS, email, and WhatsApp. It follows your processes, takes action in your systems, and brings in your team with the context they need when a person should step in.
It works with tools such as Zendesk, Intercom, Salesforce, and HubSpot, so your team can keep the systems they already use.
Learn more about LorikeetStart focused. Learn together.
Bring us a customer journey that gets stuck. Together, we’ll define the goal, the customer group, and the rules—then design a pilot to see what moves customers forward.
Let’s scope your pilot