Most customer journeys are fragmented, static and hard to scale.
Sales, service and claims workflows often live across disconnected scripts, forms, documents, portals and support teams.
As products and processes become more complex, customer interactions become slower, less consistent and harder to optimize.
Static journeys
Forms and scripts don’t adapt to context, customer intent or product complexity.
Traditional bots can answer simple questions, but rarely guide, qualify and complete real customer workflows.
Shallow automation
Operational friction
Business teams struggle to launch and improve journeys without heavy involvement from IT, vendors or multiple disconnected tools.
One platform to create customer journeys that understand context, guide customers and take action
Dharma CX combines knowledge, agents and multi-channel interaction into one operating layer for customer-facing journeys. Teams can design, test and deploy guided flows that explain products, collect data, take action and support customers across critical moments.
Knowledge-powered
Use product documents, policies, FAQs, procedures and internal knowledge to ground every interaction.
Agentic
Let AI agents qualify users, collect missing information, trigger tools, route cases and move the journey forward.
Multi-channel
Deploy the same journey across chat, voice, avatar and embedded web experiences.
Dharma CX helps teams reduce manual effort, accelerate launch cycles and improve the consistency of customer-facing operations.
Instead of stitching together scripts, forms, bots and channels, teams can manage guided workflows through one platform built for product guidance, service and claims.
High-impact workflow areas
Dharma CX is built for customer-facing workflows where product complexity, operational logic and customer interaction need to work together. From product guidance to service and claims, teams can launch more adaptive, controlled and scalable experiences across channels.
Help customers understand products, compare options and move toward the right next step through guided, knowledge-powered interactions.
Product guidance and cross-sell
Service and support
Resolve questions, collect information and guide customers through service workflows with greater speed and consistency.
Claims interactions
Support claims intake, explain next steps and reduce friction across documentation, routing and customer communication.
Built for both business teams and developers
Dharma CX gives business teams the tools to design and test customer-facing workflows, while giving developers the APIs and SDKs needed to deploy them in real production environments.
For business teams
Design, refine and test guided workflows without relying on static scripts, fragmented tools or long delivery cycles. Use Dharma CX to shape product guidance, service and claims interactions before they go live.
For product and engineering teams
Use APIs, SDKs and embedded runtime components to integrate Dharma CX into portals, apps, customer touchpoints and internal systems — with the flexibility needed for production deployment.