Tools · Agents
Customer Support Agent
Classifies tickets, answers common questions from the approved knowledge base and hands complex cases to a person with context.
- Risk level: High
- Implementation complexity: Medium
- Performs tasks
Departments and use cases
- Customer support — Tickets, e-mail, chat and common questions.
Human approval
Minimum: Approval before external actions
Nothing reaches a customer or system without approval.
Replies to customers are approved by a team member until quality has been confirmed.
Where a person approves
- Replies on sensitive topics are approved before sending
- A sample of all replies is reviewed
Inputs
- Tickets, e-mail and chat
- Approved knowledge base
- Order data (optional)
Outputs
- Draft or reply
- Category and priority
- Hand-off to a person with a summary
Prerequisites
- An up-to-date, approved knowledge base
- Rules for handing over to a person
- A data processing agreement
Main risks
- A wrong answer to a customer
- Prompt injection in customer messages
- Disclosure of personal data
Required data
- Knowledge base
Integrations needed for implementation
- CRMContacts, deals and customer history.
- ERP and business systemsERP, accounting, HR, online store.
- E-mail, calendar and chatMailboxes, calendars and messaging.
- HelpdeskrequiredTickets and customer requests.
- Documents and knowledgerequiredDocument stores and knowledge bases.
CRM · E-mail · Helpdesk / tickets · Chat and messaging · E-commerce platform
Risk level
High
Works with sensitive data — a processing agreement, restricted access and approval are needed.
Data: Customer and order personal data — requires a processing agreement and data minimisation.
Implementation complexity
Medium
Dependencies: Knowledge Assistant
Example workflows
Resolving a customer question
- New ticket or message
- Knowledge Assistant
- Customer Support Agent
- Reply or hand-off to a person
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.
