Page X

Turn sales inquiries into resolved cases with Page X AI automation

Your AI agent retrieves incident details, searches open cases, and manages customer records through Page X in real time. Sales reps get pre-qualified leads. Support teams see fewer repetitive tickets. Customers experience faster, smarter service through every channel.

Chosen by 800+ global brands across industries

CRM and incident data, conversational

Retrieve case details, search incident histories, and manage customer records through your AI agent, all powered by live data from Page X during every interaction.

Page X

Use Cases

Sales and service, unified by AI

Real scenarios where businesses use AI agents with Page X to resolve customer issues faster, qualify leads smarter, and keep CRM data accurate without manual entry.

Instant Case Status for Returning Customers

A customer messages 'What is the status of my case?' Your AI Agent asks for their case number, retrieves the incident from Page X, and returns the current status, assigned team, and last update timestamp. The customer gets their answer in seconds. Your support agents focus on resolving issues rather than fielding status checks.

Automated Incident Triage from Chat

A customer describes a technical problem through chat. Your AI Agent collects the relevant details, determines the severity based on your triage rules, and creates or updates an incident in Page X with full context, priority level, and categorization. The right team gets notified immediately. No manual ticket creation needed.

Proactive Follow-Up on Open Incidents

A customer with multiple open incidents reaches out. Your AI Agent queries Page X for all active cases associated with their account, summarizes each one with its current status, and asks which issue they want to discuss. The customer feels recognized. Your team avoids the confusion of multiple overlapping tickets.

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Page X

Page X

FAQs

Frequently Asked Questions

How does the AI agent retrieve incident details from Page X?

The agent calls Page X's Get Incident API with the incident ID. It returns the full incident record including status, description, timestamps, and any custom fields. The data is fetched live, so customers always see the most current information about their case.

Can the agent search for incidents without knowing the exact ID?

Yes. The agent uses the List Incidents endpoint with pagination to browse active cases. It can also use the flexible client request endpoint to query by custom parameters like customer email, date range, or incident category to find the right case.

What Page X permissions does Tars require?

Tars requires your Page X API key, which provides access to incident management endpoints. The API key is generated in your Page X account settings. You control the scope of access by configuring which actions the agent can perform in the Tars tool settings.

Can the agent delete or close incidents automatically?

Yes, if you configure it to do so. The agent can call the Delete Incident endpoint to remove resolved cases. You can set rules requiring human approval before deletion, or allow automatic cleanup for specific incident types and statuses.

Does Tars store copies of my Page X incident data?

No. Incident data is fetched live from Page X during each conversation. Tars does not maintain a separate copy of your CRM records. Case details, customer information, and status updates are queried in real time and used only for the current interaction.

Can the agent handle high volumes of incident lookups simultaneously?

Yes. The agent processes incident lookups asynchronously through the Page X API. Pagination support means it can efficiently browse large incident lists, and each customer conversation gets its own independent API call, so multiple customers can look up cases simultaneously.

What happens if a customer references an incident that has been deleted?

The agent handles this gracefully. If the API returns no result for the provided ID, the agent informs the customer that the case could not be found, suggests checking the reference number, and offers to search by other criteria or connect them with a human agent.

How is using Page X through Tars different from accessing Page X directly?

Accessing Page X directly requires logging into the platform. Through Tars, your customers interact with their case data through your AI agent on your website, WhatsApp, or chat. They get self-service access to incident status and updates without needing credentials or navigating a CRM interface.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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