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Agent

One agent. Every customer moment.

The customer-facing side of Unless — one AI Customer Agent across acquisition, retention, expansion, and support, with the Help Center it auto-generates as its public face. Browse a moment, or see the full overview.
Acquisition

Qualify, convert, educate. 24/7 on your marketing site.

Retention

See churn coming. Act before it does, inside the customer's product.

Expansion

Catch upsell signals early. Route them to the right owner.

Support

Resolve, co-pilot, learn — across every helpdesk and channel.

Engine

The platform underneath.

The back-of-house side of Unless — a Living Knowledge library that maintains itself, plus the Train → Test → Deploy → Analyze loop that keeps every Customer Agent sharper after every conversation. See how the engine compounds.
Train

Always current. Always ready. Living Knowledge + Living Context.

Test

Before a customer sees it. Preview, simulate, audit.

Deploy

One agent. The whole journey. Memory across all of it.

Analyze

Performance, value, AI maturity. All visible. All live.

Trust

Built for the EU from day one

The architecture that lets your DPO, security, and procurement teams sign off without slowing your team down. Browse the page, or jump straight to a section.
Privacy Vault

Twelve numbered measures keep sensitive identifiers home.

Compliance posture

Three pillars — sovereignty, AI Act readiness, sector readiness.

Architecture

Five EU-resident layers — touchpoints to LLM constellation.

Frameworks

EU AI Act, GDPR, DORA, OWASP — built into the platform, not bolted on.

Customers

Trusted by leaders

How regulated-Europe brands — from Visma to Onguard — turned customer success into a revenue engine with Unless.
Visma Enterprise AS

Norway's leading ERP — modernized self-service with Unless.

Helping patients

Patient self-service surged within weeks of deploying Unless.

Enhancing credit software

Financial service Onguard powers their support operations with Unless.

Ticket deflection at scale

Meet Sally, Kontek’s AI support colleague in regulated finance.

Resources

Search resources and support articles

Documentation, articles, and recipes for getting the most out of your Unless deployment — plus a help desk when you need a human.
Help center

Get-started guides and advanced playbooks for the platform.

Security and compliance

Privacy measures, security by design, and compliance guidelines.

Developer documentation

Find reference documentation for the javascript API.

The Unless cookbook

Bite-sized examples for every stage of the customer lifecycle.

Pricing

Pay per outcome. You choose.

Two equal-weight plans, both built around outcomes. Browse the page, or jump straight to a section.
The two plans

Flex (€0.99 per outcome) or Fixed (€1,999/month). Equal weight.

What's included

Full platform on both — Living Knowledge, Memory, Context.

Flex modules

Productized add-ons. À la carte on Flex, bundled into Fixed.

Frequently asked

What counts as an outcome, fair use, and switching mid-year.

CRM

Redtail CRM

Version 1.0 · Last updated 2026-06-09

Connect Redtail CRM so your Unless AI agent starts every conversation with the full customer picture.
This is a premium integration. See the pricing page for more information.

Context

Redtail CRM is one of the most widely used CRMs for financial advisors, storing detailed client records. With Unless, that data feeds Living Context, the engine that connects your AI customer agent to your business systems.

Once connected, your agent starts every conversation with the full picture: who the customer is, where they are in their lifecycle, and what they need. That holds across acquisition, retention, expansion, and support.

Unless also watches for buying, retention, and upsell signals, and hands them to the right sales rep or account manager with full context, so no opportunity slips.

Key benefits

  • Full context on every conversation: Your agent reads account, contact, and deal data from Redtail CRM, so customers never have to repeat themselves.
  • Relationships that stay warm: Living Memory keeps preferences, lifecycle stage, and sentiment in sync, so each conversation feels known.
  • Signals routed to the right person: Unless watches for buying, retention, and upsell signals in Redtail CRM, then hands them to the right sales rep or account manager with full context.

How does it work?

Unless connects to Redtail CRM through Living Context. Your agent reads Redtail CRM records to ground every conversation, and surfaces buying, retention, and upsell signals to route to the right rep with full context.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Redtail CRM integration. This will open a popup where you can connect your Redtail CRM account and set up the integration.

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