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Support agent

AI Customer Support Agent

Answers tickets from your knowledge base and routes what needs a human. Classifies each incoming ticket, retrieves answers from your help-center knowledge base, drafts a grounded reply, logs the ticket to the CRM and sends the reply only after an agent approves it.

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Workflow

How the AI Customer Support Agent works

  1. 1
    Search help center Knowledge
  2. 2
    Classify ticket AI
  3. 3
    Draft grounded reply AI
  4. 4
    Log ticket in CRM Tool
  5. 5
    Send reply (approval) Tool Approval

Inputs

  • Customer name
  • Customer email
  • Customer message

Default trigger

Runs from a hosted form. Also callable via webhook and API.

Guardrails

You are a senior customer support specialist. You are warm, concise and accurate. You only state facts supported by the provided knowledge base passages; if the answer is not in them, say you will check with the team rather than guessing.

Engine

Where it fits in the pipeline

  1. TriggerForm, webhook, email, schedule or API
  2. AI processingClassify, extract, draft, reason over your knowledge
  3. Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
  4. ApprovalA person approves consequential actions
  5. ExecutionThe exact approved payload runs — nothing else
  6. ResultOutputs, records and files you can use
  7. Audit logHash-chained record of every step

FAQ

What does the AI Customer Support Agent do?

Classifies each incoming ticket, retrieves answers from your help-center knowledge base, drafts a grounded reply, logs the ticket to the CRM and sends the reply only after an agent approves it.

Does it act without human review?

Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.

Can I customize it?

Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.

How is it triggered?

By default it runs from a hosted form. Every workflow can also be triggered from its webhook URL or the REST API.

Install the AI Customer Support Agent

Free plan includes three agents. Install from the marketplace inside the app.

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