Solutions / Customer operations
Take the repetitive work out of customer-facing operations.
Automate the reminders, bookings, document requests and follow-ups that fill your team's day, and keep the people for the conversations that need them.
What gets in the way today.
None of this is anybody's fault. It is what happens when every step of the journey lives in a different tool.
- Staff spend hours on reminders and chasing.
- Customers call to ask what is happening.
- Calls, messages and bookings live in different tools.
- Out of hours, nothing moves.
The same work, as one journey.
Each step is a Proxy product. Your customer sees one smooth experience in your brand; your team sees the case move forward.
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Customers book and rearrange appointments themselves.
Done by: Customer
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Confirmations, reminders and updates are sent automatically.
Done by: Automatic
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Routine questions are answered and missing items chased.
Done by: Automatic
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Calls are answered from the browser, with the customer's record to hand.
Done by: Customer
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Documents are collected and checked without email attachments.
Done by: Customer
What changes.
Fewer inbound chasers
Customers know where they stand.
More done per person
Routine work runs without anyone touching it.
Consistent service
The same wording and timing for every customer.
The products involved.
Start with whichever one removes the most work, and add the rest when you are ready.
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Booking
Let customers book the right appointment with the right person, without the back-and-forth.
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Comms
Keep customers informed on the channels they already use, without anyone having to remember.
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Agent
Hand the repetitive follow-up to an AI agent that works the way you tell it to.
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Voice
Business phone calls, made and answered from Proxy or from inside your CRM.
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Verify
Collect and check what you need before a customer moves forward.
Early access
Other solutions Claims Legal Financial services SaaS platforms
Talk to us about your process.
Tell us how a customer moves through your business today. We will map it to Proxy, tell you what it would cost, and be straight about anything that doesn't fit.
- Products
- Booking, Comms, Agent, Voice, Verify
- Start with
- One product, then add the next
- Works with
- The systems you already use