Getting started
About Unless
Version 1.0 · Last updated 2026-05-27
Most AI tools cover one slice of the customer journey. Unless covers the whole thing. A single Customer Agent carries one memory of every customer across four moments: Acquisition, Retention, Sales expansion, and Support. The customer never starts over. Your auditor still gets the receipts.
Unless explained
The Customer Agent runs on your marketing site, product, portal, help center, and helpdesk. It answers questions, follows up on signals, runs procedures, and generates a self-maintaining help center from your knowledge base. One agent, one memory, every touchpoint.
Behind it sits the Engine. The Engine holds three senses: Living Knowledge (what the agent knows), Living Memory (who it is talking to), and Living Context (what it can see in your systems). It runs a continuous loop of four phases: Train, Test, Deploy, Analyze. Each pass through the loop sharpens the agent.
Trust is built in at the platform level. GDPR, EU AI Act, DORA, and ISO 42001 are handled by the architecture, not bolted on. A Privacy Vault keeps personal data in the EU, and every agent decision leaves an audit trail your DPO can read.
How this help center is organized
The help center follows the dashboard. Same sections, same names. If you can find it in the dashboard, you can find it here.
- Getting started covers this introduction, the key concepts behind the platform, a glossary, and the technical setup
- Train is where you build what the agent knows: Sources, the Content library, the Help Center, Audiences, and Procedures
- Test lets you preview, simulate, and check quality before customers see anything
- Deploy puts the agent to work across the four moments, with Signals, Personality, Procedures, and Notifications per moment
- Analyze closes the loop: Performance, Conversations, Business impact, and AI maturity
- Inbox is where your team reviews and responds to live interactions
- Trust covers Transparency, Privacy, Security, and Accountability
- Advanced goes deeper on Audiences, Procedures, Living Memory, Living Context, and multi-step components
- Account and billing handles settings, team roles, and subscriptions
Next steps
Start with Key concepts to learn the vocabulary the rest of the help center uses. Then read Implementation to install the snippet and connect your first Source.
Frequently asked questions
Where do I start?
Read Key concepts, then Implementation. After that, head into Train to build your first Knowledge base.
How do I find a specific feature?
The help center matches the dashboard. Same section names, same sub-sections, same tabs. If you can find it in the dashboard, you can find it here.
What is the difference between the Customer Agent and the Team Assistant?
Customer Agent talks to your customers across your marketing site, product, and portal. Team Assistant helps your team inside the helpdesk they already use.
Where do I find pricing information?
See Subscription and invoices under Account and billing.