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Overview

AI chat support helps your team accurately and efficiently answer complex customer questions around your embedded accounting product, without requiring your support team to have accounting expertise. Tight has seen ~80% of inquiries can be covered by AI chat when trained properly, and importantly, Tight will customize its proven content to match your platform’s implementation and train your AI agent such that it covers the majority of inquiries. In addition to AI-based support, Tight’s Customer Success team will schedule training sessions with your support staff to enable them to support advanced accounting use cases.

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Knowledge Base

Tight customizes its comprehensive knowledge base, honed with and proven across 1.4 million businesses, with screenshots and content specific to your platform, and then uploads the Markdown content directly into your AI agent’s knowledge base. Markdown ensures compatibility with AI support agents as well as easy formatting and readability. This content includes detailed user guides, troubleshooting steps, and answers to common customer questions.
Tight’s Customer Success team can train your Intercom Fin or Zendesk AI Agent for you

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MCP Tools for user-specific AI support

If you have an in-house chat support agent that is able to leverage MCP Tools ( e.g., Fin by Intercom), then Tight’s MCP Server can be integrated so that your support agent has direct access to the specific user’s data, allowing personalized support.

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Support Staff Training

Tight’s Customer Success team schedules training sessions with your support staff to get them up to speed on supporting accounting use cases. Your support staff’s leadership will have direct access to Tight’s Customer Success team, allowing your team to maintain its brand voice while having the comfort of direct access to experts in the Tight Embeddable UI.
When using Tight human-assisted done-for-you (DFY) books, Tight’s Bookkeeping team provides support directly to your users via the Tight Bookkeeping Dashboard.