Cloud-only — no on-prem option. Connect an email address, create a shared inbox, invite agents. Most teams are operational within an hour with no IT involvement. Fast to deploy, but no option for organizations with hard data-residency requirements.
Integrations cover what matters: CRM (Salesforce on Plus/Pro, HubSpot on all paid), e-commerce (Shopify), communication (Slack), project management (Jira on Plus/Pro), and automation (Zapier, Make). Salesforce and Jira are tier-gated — factor that into cost. Validate integration depth before signing: some are sidebar-only, others support bidirectional sync.
Beacon — the embeddable widget — combines live chat, contact forms, and KB search in one interface. Self-service deflection depends entirely on Docs content quality. Teams with thin documentation will not see meaningful deflection until the knowledge base is built out.
Channel coverage: email, live chat (Beacon), social messaging (Facebook Messenger, Instagram). No native phone or voice support. Teams needing voice must add a separate telephony tool or choose Zendesk/Freshdesk. For email-first teams this is fine; for omnichannel operations it is a disqualifier.