Guide Every Interaction. Capture Every Detail.
Built-in workflow automation with customizable forms, intelligent prompts, and multi-branch decision trees. Everything your agents need—without bolting on expensive third-party tools.
No credit card required. Response within 1 business hour.
What Others Sell Separately, We Build In
Competitors charge thousands for workflow tools like Zingtree or force you to integrate external CRMs. Platform28 includes AgentFlow CRM with our Enterprise plan—or available standalone.
Custom Forms Builder
Build dynamic forms with drag-and-drop simplicity. Capture exactly the data you need with custom fields, validation, and conditional logic.
Multi-Branch Workflows
Create sophisticated decision trees with unlimited branching. Guide agents through complex processes with dynamic paths based on customer responses.
Agent Prompts & Scripts
Deliver real-time guidance to agents at every step. Dynamic prompts adapt based on customer data and conversation flow.
Built-in Customer Database
Store and access customer records without external CRM costs. Full history, custom fields, and instant lookup during interactions.
API Integrations
Connect to any system with REST APIs. Pull data from your existing tools or push updates in real-time as workflows execute.
AI-Powered Automation
Let AI handle routine decisions and data entry. Intelligent automation reduces agent workload while maintaining accuracy.
The Platform28 Difference
Other Contact Centers
- Pay $15-50/user/month extra for workflow tools
- Integrate and maintain separate CRM
- Limited customization without developers
- Data siloed across multiple systems
- Complex setup and ongoing maintenance
Platform28
- AgentFlow CRM included with Enterprise
- Built-in customer database
- No-code workflow builder
- All data in one place
- Works out of the box
Built for Real Contact Center Challenges
From simple intake forms to complex multi-step processes, AgentFlow CRM handles it all.
Customer Intake
Capture customer information consistently with guided forms that adapt based on responses.
Troubleshooting
Walk agents through diagnostic steps with branching logic that narrows down issues fast.
Order Processing
Handle orders, returns, and exchanges with workflows that validate data and update systems automatically.
Compliance Scripts
Ensure agents follow required disclosures and capture necessary acknowledgments.
Escalation Routing
Automatically route complex issues to specialists based on workflow outcomes.
Quality Assurance
Standardize processes and capture data points for consistent quality across all agents.
Zero Guesswork. Perfect Consistency.
Every customer interaction follows your best practices. Every agent knows exactly what to say, what to ask, and what to do next. That's the power of built-in workflow automation.
With Platform28's AgentFlow CRM:
- New agents perform like veterans from day one
- Complex processes become simple step-by-step flows
- Compliance requirements are automatically enforced
- Customer data is captured consistently every time
- AI suggestions help agents make better decisions
See AgentFlow CRM in action
Get a personalized demo showing how built-in workflow automation can transform your contact center.