What Can You Do With This Automation?
Provide 24/7 customer support with an AI agent that handles inquiries intelligently.
Inquiry Handling: Answer common questions from knowledge base
Issue Resolution: Guide customers through troubleshooting steps
Ticket Creation: Log issues and create support tickets
Smart Escalation: Route complex issues to human agents
Satisfaction Tracking: Collect feedback after interactions
Agent Capabilities
| Capability | Description |
|---|---|
| Knowledge Base | Trained on your docs, FAQs, and procedures |
| Sentiment Analysis | Detect frustrated customers early |
| Intent Recognition | Understand what customers really need |
| Context Memory | Remember conversation history |
| Handoff Protocol | Smooth transition to human agents |
Automation Flow
| Trigger | Actions |
|---|---|
| Customer message received | AI analyzes intent and sentiment |
| Simple query | AI responds from knowledge base |
| Complex issue | Create ticket, escalate to human |
| Frustrated customer | Priority escalation, alert manager |
| Conversation resolved | Send satisfaction survey |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Train agent on your knowledge base
Configure escalation rules
Enable the toggle to activate