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Digital operators

Stop scaling headcount.
Start scaling operations.

Efficiency isn't about working harder - it's about removing the manual friction that stalls growth. Periscope deploys Digital Operators - AI agents that manage the repetitive, internal workflows that drain your team's focus.

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0%
Tier-1 instant resolution
Zero human touch for standard support tickets
0x
Faster onboarding cycles
New hires billable in 4 days instead of 14
0%
Work week reclaimed
~8 hrs per employee saved from manual searching
The fundamentals
AI agents built for operational depth

Each Digital Operator plugs directly into the tools your team already uses - no rip-and-replace, no new platforms to learn. They absorb the volume so your people handle the strategy.

Always-on execution
Agents work every hour of every day - no sick leave, no handoff gaps. Support, compliance, and knowledge queries handled at any hour.
Deep system integration
Connects natively to Shopify, HubSpot, HRIS platforms, Slack, Notion, and Google Drive - reads and writes data in real time.
Zero Trust security
Every agent runs in a hardened private vault. Your data never trains public models - built to meet SOC 2 and enterprise compliance standards.
Agent use cases
Three agents. One operational engine.

Each agent targets a specific operational bottleneck - and integrates directly with the systems your team already relies on every day.

Agent 1.1
24/7 Support & Retention Agent
Customer support
The problem
Support latency - customer inquiries don't stop at 5 PM, but human teams do.
Revenue churn - a 12-hour delay in Shopify or HubSpot responses results in direct loss of renewals and refunds.
Repetitive burnout - human staff waste 70% of their time answering the same basic shipping and FAQ questions.
What the agent does
Deep integration - connects directly with your store and CRM data in real time.
Autonomous resolution - resolves FAQs, processes returns, and tracks shipments without human involvement.
Intelligent escalation - flags high-complexity issues for human intervention instantly with full context.
How it integrates into your current system
Inbound inquiry
Email / Chat / WhatsApp
→
CRM lookup
HubSpot / Shopify
→
Auto-resolution
FAQ / return / tracking
→
Smart escalation
Complex cases flagged
→
Agent notified
With full context

The agent connects directly to your Shopify store and HubSpot CRM via API - reading order history, customer records, and return policies in real time. It responds on whichever channel the customer used (email, chat, WhatsApp) and only escalates to a human when complexity genuinely requires it, passing a full transcript and suggested resolution.

See it in action
RetainAI - live walkthrough of 24/7 support resolution, return processing, and intelligent escalation
90%
Instant tier-1 resolution
Standard support tickets resolved with zero human touch - every time.
25%
Reduction in churn & refunds
Immediate resolution prevents the revenue loss caused by delayed responses.
40%
Lower support overhead
Costs drop while maintaining a 4.9/5 CSAT score - quality goes up, not down.
Agent 1.2
Compliance & Onboarding Agent
HR & compliance
The problem
Paper chasing - new hire documentation is slow, manual, and prone to human error.
ROI delay - every day a new hire is stuck in admin is a day they aren't generating revenue.
Legal exposure - missing I-9s, NDAs, or background checks creates massive liability and compliance failure.
What the agent does
Lifecycle management - manages the full workflow from offer letter to day one automatically.
Automated collection - pings candidates for missing IDs and documents via email or SMS.
HRIS sync - synchronizes schedules, training assignments, and compliance status across internal systems.
How it integrates into your current system
Offer accepted
ATS / HRIS trigger
→
Doc collection
I-9, NDA, background
→
Auto-chase
SMS + email nudges
→
HRIS sync
Schedule + training
→
Day 1 ready
Full audit trail

The agent hooks into your ATS (Greenhouse, Lever, Workday) the moment a candidate accepts an offer. It automatically generates and sends required documents via DocuSign, chases missing items daily, and syncs completed records back to your HRIS. HR only gets involved when an exception genuinely requires human judgement - everything else is handled end-to-end.

See it in action
ComplianceAI - live walkthrough of automated document collection, chasing, and HRIS sync
3x
Faster onboarding cycles
New hires go from offer to billable in 4 days instead of 14 - revenue starts sooner.
100%
Audit compliance
Zero missing legal documentation - eliminating the liability of manual processes entirely.
60%
HR admin hours saved
HR teams shift from chasing paperwork to talent development and strategic hiring.
Agent 1.3
Internal Knowledge "Vault"
Knowledge intelligence
The problem
Data graveyard - critical ideas are buried in Slack, Notion, and Google Drive with no way to surface them.
Information silos - employees waste hours asking "Who has the latest version?" across tools.
Productivity leak - searching for existing internal data is the number-one time sink for modern teams.
What the agent does
Data ingestion - securely ingests all private company documentation across every connected tool.
Expert querying - acts as a 24/7 internal expert that provides instant, sourced answers.
Deep context - finds specific clauses, project history, or technical specs in seconds, not hours.
How it integrates into your current system
Your knowledge base
Slack / Notion / Drive
→
Secure ingestion
Private vault index
→
Query engine
Natural language search
→
Instant answer
Sourced + cited
→
Employee unblocked
In seconds, not hours

The Vault connects to Slack, Notion, Google Drive, Confluence, and SharePoint via secure OAuth. Documents are ingested and indexed inside your private environment - nothing leaves your infrastructure. Employees ask questions in plain English via Slack or a web interface and get answers with exact source citations. No data ever touches a public model.

See it in action
Vault - live demo of natural language knowledge querying across your entire internal document base
20%
Work week reclaimed
~8 hours per employee per week recovered from manual searching and waiting for answers.
45%
Fewer duplicate work incidents
Previous work becomes discoverable - teams stop rebuilding what already exists.
30%
Fewer management bottlenecks
Staff stop waiting for senior answers - the Vault surfaces institutional knowledge instantly.

Ready to deploy your Digital Operators?

Book a 30-minute call. We'll map which agents fit your operations and show you live demos of each integration.

Schedule a call

Operations & Customer Support Agents: Stop Scaling Headcount. Start Scaling Operations.

Efficiency isn’t about working harder; it’s about removing the manual friction that stalls growth. At Periscope, we deploy “Digital Operators” AI agents that manage the repetitive, internal workflows that drain your focus. 

1.1 The 24/7 Support & Retention Agent

  • The Challenges:
  • Support Latency: Customer inquiries don't stop at 5 PM, but human teams do.
  • Revenue Churn: A 12 hour delay in Shopify or HubSpot responses results in a direct loss of renewals and refunds.
  • Repetitive Burnout: Human staff waste 70% of their time answering the same basic shipping and FAQ questions.
  • Solution:
  • Deep Integration: Connects directly with your store and CRM data.
  • Autonomous Resolution: Resolves FAQs, processes returns, and tracks shipments.
  • Intelligent Escalation: Flags high complexity issues for human intervention instantly.
  • Strategic Benefits:

Efficiency

Achieves 90% instant resolution for tier 1 support tickets, requiring zero human touch.

Financial Impact

Reduces refund requests and customer churn by 25% and a through immediate resolution.

Team Focus

Lowers support overhead costs by 40% by while maintaining a 4.9/5 CSAT score.

1.2 The Compliance & Onboarding Agent

  • The Challenges:
  • Paper Chasing: New hire documentation is slow, manual, and prone to human error.
  • ROI Delay: Every day a new hire is stuck in admin is a day they aren't generating revenue.
  • Legal Exposure: Missing Employment Verifications (I-9s), Non-Disclosure Agreements (NDAs), or Background Checks creates massive liability and compliance failure.
  • Solution:
  • Lifecycle Management: Manages the workflow from offer letter to day one.
  • Automated Collection: Pings candidates for missing IDs and documents.
  • HRIS Sync: Synchronizes schedules and training across internal systems.
  • Strategic Benefits:

Speed to Productivity

Achieves 3x faster onboarding cycles, getting new hires "billable" in 4 days instead of 14.

Risk Mitigation

Ensures 100% audit compliance, eliminating the risk of missing legal documentation.

Operational Cost

Reduces HR administrative hours by 60%, allowing them to focus on talent development.

1.3 The Internal Knowledge "Vault"

  • The Challenges:
  • Data Graveyard: Critical ideas are buried in Slack, Notion, and Google Drive.
  • Information Silos: Employees waste hours asking "Who has the latest version?"
  • Productivity Leak: Searching for existing internal data is the #1 time sink for modern teams.
  • Solution:
  • Data Ingestion: Ingests all private company documentation securely.
  • Expert Querying: Acts as a 24/7 internal expert that provides instant answers.
  • Deep Context: Finds specific clauses, project history, or specs in seconds.
  • Strategic Benefits:

Efficiency

Reclaims 20% of the work week (approx. 8 hours per employee) lost to manual searching.

Intelligence ROI

Reduces "Duplicate Work" incidents by 45% by making previous data discoverable.

Decision Speed

Cuts "Management Bottlenecks" by 30% as staff stop waiting for senior answers.

Periscope Technologies, Inc.
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