Get your agent live in days, not months
Deploy two ways: launch instantly with Calendar Rollouts, no engineering needed, or embed Quarterzip in your product with a one-line SDK drop-in.
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From docs to live agents in four steps
Quarterzip turns the docs and playbooks you already have into an agent that guides your users just as your team would.
1. Provide context
Upload your docs, playbooks, and specs. Quarterzip learns your product automatically and updates itself the moment things change.
2. Define guidelines
Create playbooks for your agent to cover repeatable customer journeys, or let Quarterzip figure out the optimal approach based on the context you’ve provided.
3. Coach your agent
Put your Quarterzip agent to the test and provide any additional feedback it needs to guide your users most effectively.
4. Deploy two ways
Launch instantly with Calendar Rollouts, no engineering needed, or embed Quarterzip in your product with a one-line SDK drop-in.
“An hour of training our Quarterzip agent saved a hundred – maybe two hundred – hours down the line.”
Two ways to reach every user
Schedule sessions to onboard entire accounts at scale, or put your agent inside your product so users can get help on demand. Use one or both.
Schedule one-to-one sessions with hundreds of users
Onboard and train your largest customer accounts by scheduling one-to-one sessions with hundreds of users using Quarterzip’s Calendar Rollouts. No engineering resources required.
Calendar Rollouts work just like sending any other calendar invite to your customers, except you can do it at scale, and each user joins a meeting with your Quarterzip agent instead of your customer success team.
How it works
01
Choose which of your Quarterzip agents you want to distribute.
02
Upload the email addresses of the users you want to invite.
03
Define your rollout schedule: the window of time in which your agent will schedule calls with each user.
04
Quarterzip emails each user on your list, books meetings around their availability, and automatically reschedules any no-shows or cancellations.
05
Track progress in your Quarterzip dashboard to see how many users have accepted invites or completed meetings
On-demand guidance for every user, right inside your product
Allow your users to speak with your Quarterzip agent on demand by joining a conversation from within your product. Place it strategically to guide users through known friction points or to help them discover new features.
How it works
01
Choose which of your Quarterzip agents to deploy in-product.
02
Drop in the snippet wherever you want it to appear.
03
Choose the trigger: always visible in the nav, a proactive prompt the moment someone gets stuck, or fired by a specific in-app event.
04
Style it to match your product.
05
Track engagement in the Call Insights and Call Log dashboards.
Enterprise-grade Security
Quarterzip treats everything your users show or say as sensitive. The agent guides but never acts, your users choose what they share, and you choose what's kept. It's ISO/IEC 27001:2022 certified, independently penetration tested, and documented so your security team can complete its review in one pass.
