Cloudset

About Cloudset

Cloudset is the orchestration layer for Zendesk. We build Agent Navigation, which guides support agents through regulated workflows (KYC, multi-step approvals, documentation) within the ticket they're already working on, where the workflow decides what AI handles and what stays with the agent, and the audit trail builds as the ticket moves. How Cloudset Fixes It: We automate the workflows Zendesk can't handle natively. Customer verification, document collection, approval routing, compliance reporting - all integrated with your existing Zendesk. Why It Matters: Teams in financial services, telecommunications, and SaaS need audit-ready processes, not just ticket management. Cloudset delivers both. Proof: Workflows typically live in 2-4 weeks. Used by regulated industries worldwide. SOC2 Type II certified. Who This Is For: Zendesk teams in compliance-heavy industries who spend too much time on manual processes. Not For: Basic support teams without regulatory requirements.