← Back to Blog
2 min read Salestrics Team

Salestrics Support AI Agent: Self-Service Help Without Burning Assistant Tokens

Product help should not compete with pipeline questions for the same AI budget. The Support AI Agent at mysalestrics.com/support is a dedicated surface for troubleshooting, documentation, password reset, and escalation — without drawing from your organization’s Assistant AI token allowance. Here is how it works and when to use it instead of Assistant.

Why a separate Support AI?

Because “how do I reset a password?” and “why did pipeline drop?” are different jobs. Assistant is built for revenue work — CRM, mail, meetings, finance context on your org graph. Support is built for product mechanics: navigation, permissions, billing for admins, known issues, and escalation when automation is not enough. Mixing them in one token pool punishes teams that help customers and hires onboard in the same week.

What works signed out?

Documentation, general troubleshooting, and ticket-style questions. You do not need an account to ask how a feature works, where a setting lives, or what a plan includes. Signed-out Support is for evaluators, new hires before provisioning, and anyone who hit a wall before sign-in. Customer documentation published this week explains escalation paths and what each access level can ask.

What works signed in?

Account context — usage, permissions, and billing for admins. Signed-in Support can reason about your workspace without you re-explaining org name, seat count, or which profile you carry. Organization administrators can ask billing and permission questions that would be unsafe to answer from a generic doc. Everyone else gets product help grounded in what their role can see.

When should you escalate to a human?

When the issue is account-specific, billing-disputed, or security-sensitive. Support AI is designed to route those cases — not pretend they are solved. Use it for first-line answers and faster time-to-resolution; use human escalation when data integrity, refunds, or access recovery need a person. The support workspace also got clearer signed-out versus error states so you know which situation you are in.

Support vs Assistant — quick map

  • Support — product help, how-to, troubleshooting, password reset, escalation.
  • Assistant — revenue intelligence, CRM questions, mail drafts, meeting follow-ups, workflows.
  • Token budget — Support does not consume Assistant allowance.

If you are evaluating Salestrics, start at mysalestrics.com/support or read docs.salestrics.com. Operators tracking this week’s ship list should also read Changelog #11.