Built for BPOs, agencies, and ops teams

One platform for every agent on your floor

Helpdesk, softphone, CRM lookups, refund processing, AI agents, and client isolation — all inside one modular WebOS your team opens in a browser tab. Replace 8 tools. Cut onboarding time in half.

No credit card requiredScales from 20 to 200+ agentsSetup in under a day

One platform replacing your entire tool stack

Helpdesk & Ticketing
Browser Softphone
CRM & Refunds
AI Agents
Knowledge Base
Workspace Isolation

Six capabilities. One tab.

Every tool your agents need to handle tickets, calls, refunds, and escalations — purpose-built for high-volume operations.

Helpdesk & Ticketing

Full ticket system with departments, priorities, SLA tracking, and Intercom sync. Agents reply to emails, close tickets, and log notes — all from one screen.

Learn more

Browser Softphone

Twilio-powered inbound and outbound calling, SMS, and voicemail from the browser. Workspace-scoped caller IDs. No desk phones.

Learn more

Contacts & CRM

Look up customers across Konnektive, NMI, UltraCart, and Stripe. Process refunds, cancel subscriptions, and log notes — without switching tabs.

Learn more
NEW

AI Agent Orchestration

Delegate tasks to AI agents. Run board meetings with AI executives. Track delegation lifecycle, costs, and approvals from one dashboard.

Learn more

Workspace Isolation

Every client gets their own workspace. Separate data, credentials, integrations, and team members. Zero cross-client data bleed.

Learn more

30+ Native Integrations

Konnektive, NMI, UltraCart, Twilio, Slack, Google Workspace, Notion, GitHub, Vercel, Sentry — and more. Connect once, sync everything.

Learn more

Why operations teams choose Delegate

It's not just about features — it's about what your agents can actually accomplish without switching apps.

Cut tool sprawl immediately

Replace Zendesk, a softphone app, a separate CRM lookup tool, and a manual SOP wiki with one platform. Agents stop switching — handle time drops.

Every client stays isolated

Data, credentials, and team access are scoped per workspace. An agent on Client A cannot see, touch, or accidentally leak anything from Client B.

Enterprise-grade security

End-to-end encryption, SOC 2 Type II compliance, and a self-hosted option for operations that can't send data outside their infrastructure.

Works with your existing stack

Konnektive, NMI, UltraCart, Twilio, Slack, Notion, GitHub, Vercel — 30+ native integrations so Delegate wraps around how your team already operates.

Before Delegate vs. With Delegate

See exactly which tools get replaced — and what your agents gain when they stop context-switching between them.

Capability
DWith Delegate
Before Delegate
Helpdesk & Ticketing
Built-in ticket system with SLA tracking and Intercom sync
Zendesk or Freshdesk — separate login, separate cost
Phone & SMS
Browser softphone via Twilio — calls, SMS, voicemail in one tab
Desk phones or a standalone dialer app agents must juggle
CRM & Refunds
Konnektive, NMI, UltraCart, Stripe — one search, full context
4 separate tabs, manual copy-paste, no unified customer view
Client Separation
Per-workspace isolation: data, creds, and access fully scoped
Shared tools with folder hacks and access-level workarounds
AI Assistance
AI agents handle tasks; orchestration tracks cost and approvals
Separate ChatGPT tab with no context, no audit trail
SOPs & Knowledge
Built-in knowledge base — agents look up procedures in context
Google Docs or Confluence in another tab, constantly outdated

Ready to consolidate your ops stack?

BPOs and agencies running 20 to 200+ agents use Delegate to replace fragmented tooling, cut onboarding time, and give every agent exactly what they need — nothing more.

Start Your Free TrialSee Full Pricing

14-day free trial. No credit card required.