Guided Contact Us

Contact experiences that resolve questions during the flow — so your team only handles what actually needs them.

Answer common questions while customers are describing their issue — before a ticket is created. When they do need human help, route to the right team based on product, language, and priority — not a generic queue. Agents see everything the customer already tried — what they selected, what answers they viewed, what didn't work — so nobody starts from scratch.

AI resolves during the flow. Smart routing. Full context to agents.

Guided Contact Us Hero

Go from contact forms that create tickets to contact flows that resolve issues

For support teams who want to resolve 40-60% of contact requests during the flow itself — with AI answers, dynamic routing, and full journey context passed to agents.

75%+
Elevate customer satisfaction
Provide instant, accurate answers 24/7. Watch satisfaction scores rise as users quickly solve their own issues through AI-powered search, instant answers, and guided processes — all from one help center that improves with every interaction.
3x
Accelerate time to resolution
When users need additional help, your team start with complete context — the AI conversation, the product, the issue type, and what they tried. Resolution time drops because the guided flow already did the intake work before the ticket was created.
60%+
Drive ticket deflection rate
Resolve issues before they become tickets. Guided workflows surface answers and walk users through troubleshooting — common questions get answered during the contact flow itself, without ever reaching your team. Deflection that feels like help.
Guided Contact Us

How a guided contact experience resolves questions during the flow — before your team gets involved

Most contact pages are a form with a text box. Users type their question, hit submit, and wait. Your team gets a ticket with no context and answers something your help center already covers. When the contact experience guides users through their issue, offers AI answers at each step, and only creates a submission when self-service can't resolve — your team handles fewer requests and every one that reaches them comes with full context.

Everything your team works on — in one workspace that gets smarter the more you use it

Guide users through a structured flow — so every interaction captures the right information from the start

A text box that says "describe your issue" gives your team a one-sentence message with no context. Then agents spend the first three replies asking for product, version, and what they already tried.

Design guided flows that walk users through relevant steps — select product, choose issue type, describe the problem, attach files. Each flow adapts based on what the user selects. A billing question asks different follow-up questions than a technical issue. A bug report captures reproduction steps. A feature request captures the use case.

Your team configures flows for any scenario without developers. Different products, regions, or topics can have different guided paths. Users feel like the experience understands their situation — and your team gets structured, complete information instead of vague one-liners.

AI answers questions while users describe their issue — resolving before a submission is ever created

Most contact forms collect a problem and create a ticket. That's not a contact experience — that's a ticket generator with extra steps.

As users describe their issue — selecting a product, choosing a topic, typing their question — AI surfaces relevant answers from your knowledge foundation at each step. A user selecting "billing" and typing "how do I update my payment method" sees the answer right there in the flow. No ticket created. No wait time. Resolved in the moment.

Users who find their answer never reach your team. Users who don't find their answer continue through the flow with everything they've already provided intact. The experience tries to help first and escalates only when it can't — instead of collecting a message and creating work by default.

When users do need help, every type of interaction reaches the right team — with full context attached

A sales question, a bug report, and a support case shouldn't land in the same queue with the same priority and the same lack of context.

Configure different submission types and routing rules so every interaction reaches the right team. Support cases go to support. Bugs go to engineering. Sales inquiries go to sales. Feature requests go to product. Feedback goes wherever your team needs it. Each type captures different fields and routes automatically.

Your team sees everything — what the user selected, which AI answers were shown, what they viewed, and what didn't resolve. Whether submissions land in MatrixFlows Inbox or flow to your existing Zendesk, Salesforce, or Dynamics 365 — agents start with the full journey instead of a blank ticket.

Create guided contact experiences for any audience — customers, partners, employees, or any group you serve

Your customers have different contact needs than your partners. Your employees have different needs than both. One generic contact form can't serve all of them well.

Create as many guided contact experiences as your organization needs from the same foundation. A customer support flow. A partner inquiry form. An employee IT request experience. A sales contact flow on your website. Each gets its own branding, guided steps, submission types, and routing — published on your website, embedded in a portal, or accessible from any application.

All submissions flow into one place for your teams to manage — regardless of which contact experience generated them. Your team handles customer cases, partner questions, and internal requests from a single Inbox, with each interaction carrying full context from its guided flow.

Unlimited Users — No Seat Cost
Your entire company gets access — every department, every contributor — from day one. No per-seat pricing.
One Platform Replaces 4–6 Tools
Content, projects, requests, and collaboration in one workspace. No integrations, no context loss.
Access & Permissions
Flexible access control for internal teams and external users. SSO, flixible permissions — built in, not bolted on.
Popular Templates

Guided Contact Experiences That Resolve Issues During the Flow

Intelligent contact flows that answer common questions while users are describing their issue — before a ticket gets created. When human help is needed, submissions route to the right team based on product, language, and priority — not a generic queue. Agents see everything the user already tried — what they selected, what answers they viewed, what didn't resolve. Pre-built for product support, retail, SaaS, IT, university, and financial services.

Customer Stories

Measurable results for enablement and support teams

See how global companies transformed customer, partner and employee enablement and support operations with AI-powered self-service—reducing ticket volume and improving resolution times across complex product portfolios.

Featured stories
Dashboard showing 31,000 fewer annual support calls (19% reduction) for rapidly growing EdTech platform serving 2,000+ schools after implementing intelligent self-service in 30 days
"
The math was simple—we could either hire 25 more agents at $60,000 each plus benefits and office space, or we could invest in self-service that scales automatically with growth. MatrixFlows platform paid for itself in the first quarter and keeps delivering savings as we add more schools.
VP of Customer Success
|
EdTech SaaS
Read story →
Dashboard showing 290% self-service increase and 20% inquiry reduction across 250,000 credit union members after implementing unified knowledge platform for digital banking support
"
What impressed us most was how quickly we saw results. Within two weeks of launching the Member Support Help Center and in-app guidance, we were already seeing 40% fewer routine calls about digital banking features and membership questions. The implementation was so smooth that members immediately started using the self-service options, and our member services team could focus on what they do best—building relationships and providing financial guidance. The ROI was instant and measurable.
VP of Digital Services
|
National Credit Union
Read story →
Read all customer stories →
Related guides and Resources

How to Resolve 40-60% of Contact Requests Before a Ticket Gets Created

Guided contact flows powered by your knowledge foundation answer common questions with AI while users describe their issue — before a ticket exists. When human help is needed, agents get the full journey context so no one starts over. One knowledge foundation. Intelligent routing by product, language, and tier. Self-service that improves with every contact.

Frequently asked questions

Guided Contact Us — AI Resolves During the Flow, Agents Get Full Context on Escalation

Guided contact flows answer common questions with AI from your knowledge foundation while users describe their issue — before a ticket exists. When human help is needed, agents see every selection made, every answer viewed, and what didn't resolve. Intelligent routing by product, language, and customer tier — not a generic queue.

When a customer does end up submitting a request after going through the contact flow, does our team actually see what happened — what they selected, what answers they saw, what didn't work?

Yes. Every step the customer took through the guided flow — product selected, topic, issue type, answers viewed, content that didn't resolve — should carry forward into the submission so your team has complete context before they respond.

The worst outcome of a self-service contact flow is when it fails to resolve and then throws away everything the customer just did. The customer spent two minutes navigating through products and topics, viewed three articles, none of them helped — and the ticket arrives as "Customer submitted a request" with a free-text description. Your agent starts from zero, asks the same questions the flow already asked, and the customer repeats themselves. The guided experience wasted everyone's time instead of saving it.

MatrixFlows passes the full journey context to your team. When a customer escalates after navigating the guided flow, the submission includes every selection made (product, topic, issue type), every article or answer they viewed, and the fact that self-service didn't resolve it. Your agent sees exactly what the customer tried and what didn't work — before typing a single word. Responses are faster because there's no re-discovery. Resolution is better because the agent starts with context, not a blank ticket.

When a customer does submit a request through the contact flow, we need it to go somewhere useful — not a spreadsheet, not a disconnected inbox. Can submissions feed into our existing help desk or a system where our team can actually act on them?

Yes. Submissions should either route to your existing systems — Zendesk, Salesforce, Dynamics 365, ServiceNow — or into a built-in inbox where your team can assign, reply, collaborate internally, and track to resolution.

Most guided contact tools focus on the customer-facing experience and forget what happens after submission. The form looks great, the flow is structured, but submissions land in a generic email inbox or a dashboard nobody monitors. Your team copies data into Zendesk manually. Or the tool integrates with your help desk, but loses the structured context from the guided flow — it arrives as a flat text ticket.

MatrixFlows gives you both options. Submissions can route directly to your existing systems — creating tickets in Zendesk, cases in Salesforce, records in Dynamics 365 — with all the structured data from the guided flow mapped to the right fields. Or submissions flow into MatrixFlows Inbox, where your team assigns them, replies to the customer, discusses internally, tracks status, and resolves — with full conversation history and the complete context from the contact journey attached. Your team works where they already work, and nothing falls through the cracks.

When a customer does need to talk to someone, how do we make sure they reach the right team — based on their product, language, region, and whether it's during business hours — without building complex routing rules from scratch?

Create escalation options into the guided flow that adapt dynamically — so the contact channels presented (chat, email, form, phone, callback) change based on the customer's product, topic, language, region, audience type, and time of day.

Most contact pages show the same options to everyone — a phone number, an email address, and maybe a chat widget. A customer in Germany after hours sees the same options as a customer in New York during business hours. A partner with a technical integration question gets the same form as an end-user with a billing question. Everything lands in one queue. Your team spends the first few minutes of every interaction figuring out who should actually handle it.

MatrixFlows presents escalation options dynamically based on context collected during the guided flow. A customer selecting Product X with a technical issue in German during EU business hours sees live chat with the German-speaking technical team. The same customer after hours sees an email form with estimated response time. A partner sees partner-specific support channels. A VIP customer sees priority options. The routing logic is configured by your team — no custom development — and adapts as you add products, regions, or support tiers. The right customer reaches the right team through the right channel, every time.

We've tried "smart" contact forms that ask a bunch of questions but never actually help the customer. How do we build a contact experience that uses our actual knowledge to resolve issues — not just collect information?

Connect your contact flow to your knowledge foundation — so the answers surfaced during the guided journey come from your real documentation, troubleshooting guides, and AI-powered search, not a static list of FAQ links somebody curated once and forgot.

Most "smart" contact forms are smart in name only. They ask the customer to categorize their issue, maybe show three pre-selected FAQ links, and then present the submit button. The FAQ links are manually curated, rarely updated, and almost never match the customer's actual problem. The form collects structured data — which is useful — but it doesn't attempt to resolve anything. It's a triage form dressed up as self-service.

MatrixFlows Guided Contact Us is connected to your entire knowledge foundation. As the customer navigates through product, topic, and issue type, the system surfaces relevant content using AI-powered search across all your knowledge — articles, guides, videos, troubleshooting content, community discussions. The answers are live, current, and specific to the customer's exact path through the flow. When you publish new content or update existing guides, the contact experience reflects it immediately. No manual curation, no stale FAQ lists. Your knowledge foundation does the work.

Most of our "Contact Us" traffic is questions we've already answered somewhere. How do we resolve those before they turn into tickets — without hiding the contact form behind a maze of articles?

Build a guided contact experience that surfaces relevant answers as the customer describes their issue — so they get resolution during the contact flow, not after submitting a ticket and waiting for a human to send them the same article.

Most contact pages offer two options: search the help center yourself, or submit a ticket. Customers skip the help center because they've already tried and failed, or because it's easier to just ask. Every submission becomes a ticket — even when the answer existed and could have been delivered in the moment. Your team resolves 40-60% of tickets by sending links to articles the customer could have seen before submitting.

MatrixFlows Guided Contact Us presents relevant answers and content as the customer navigates through their issue — based on the product, topic, and problem they select. Before they ever reach a submission form or escalation option, they see knowledge articles, troubleshooting guides, and AI-powered answers specific to their situation. Customers who find their answer never create a ticket. Customers who still need help reach your team with full context of what they already tried. Resolution happens during the contact flow, not after.

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