Agentic assistance

Get AI suggestions right where your team works. With the tools to act.

Get AI suggestions right where your team works. With the tools to act.

Get AI suggestions right where your team works. With the tools to act.

Forest Assist surfaces the right data and suggests the right action inside the backoffice and in your support tools. Every suggestion is grounded in your live data, and every action runs under the operator's permissions with full audit.

Surface the right data and actions. In context. No tool switching.

Surface the right data and actions. In context. No tool switching.

Forest Assist meets operators in their interface and turns context into a recommended next step.

Requester detection

Forest Assist identifies the customer or counterparty in the current view (a ticket, a record, a chat) and pulls in the relevant context.

Live contextual data

Surfaces fields, history, prior cases, and related records from the Forest data backbone, scoped to the operator's permissions.

Embedded backoffice actions

The actions defined in Forest are available where the operator is working: in the backoffice or inside Zendesk, Intercom, Crisp.

AI-suggested next step

Based on the case and the workflow, Forest Assist proposes the next action. The operator confirms, edits, or overrides.

No tool switching

Operators stay in the tool where they handle the case. The data and the actions come to them.

Same audit as a manual action

Whether the operator accepts a suggestion or acts manually, the audit trail captures both the suggestion and the decision.

Built for tools your team already uses

AI suggestions where the work actually happens

AI suggestions where the work actually happens

Inside your support stack

Forest Assist embeds in Zendesk, Intercom, and Crisp via a Chrome Extension. No new tab, no context loss.

Role-aware suggestions

Forest Assist surfaces only the data and actions the operator can see. AI agents inherit the same scope.

Same workflows, same audit

Suggestions follow your Forest rules, run through your approvals, and land in the same audit trail as a manual action.

Every AI-supported output is reviewed by humans. AI is helping with the how, but the humans will own the why.

Sophie Ruddock

Chief Operating Officer

Every AI-supported output is reviewed by humans. AI is helping with the how, but the humans will own the why.

Sophie Ruddock

Chief Operating Officer

Every AI-supported output is reviewed by humans. AI is helping with the how, but the humans will own the why.

Sophie Ruddock

Chief Operating Officer

Frequently asked questions

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What is Forest Assist?

Forest Assist is the AI assistance layer inside the Forest backoffice and inside connected support tools (Zendesk, Intercom, Crisp). It surfaces relevant data and suggests the next action for the operator.

Where can Forest Assist be used?

Inside the Forest backoffice and as a Chrome Extension in Zendesk, Intercom, and Crisp. The same data and actions are available in both surfaces.

Which actions can Forest Assist suggest or run?

Any Forest Action the operator has permission to trigger. Suggestions are scoped to the operator's role and to the workflow the case belongs to.

What model does Forest Assist use?

The model is configurable. Forest Assist works with Claude, GPT, and other providers. The model call goes to your provider, with the call and response logged.

Is the suggestion audited?

Yes. The suggestion, the operator's response (accept, edit, override, ignore), and the final action are all recorded against the case.

Agentic assistance

LEVEL UP YOUR OPS GAME

One control plane. Every action traced - human, agent, BPO, LLM, workflow.

Agentic assistance

LEVEL UP YOUR OPS GAME

One control plane. Every action traced - human, agent, BPO, LLM, workflow.

Agentic assistance

LEVEL UP YOUR OPS GAME

One control plane. Every action traced - human, agent, BPO, LLM, workflow.

The ops orchestration layer for fintechs.

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