
Inside the Automated Support Workflow
Four Core Functions That Drive Efficiency
The Technical Architecture:
Customer Identification
- Webhook receives customer information from Voiceflow
- Database lookup identifies existing customers or flags new ones
- Relevant history and context returned instantly
Ticket Management
- Issue details captured via natural conversation
- Zendesk ticket created with appropriate categorization
- Custom fields populated automatically based on context
Meeting Coordination
- Google Calendar availability checked in real-time
- Appointment options presented based on issue priority
- Confirmations sent with calendar invitations
Data Intelligence
- Interaction transcripts captured and categorized
- Key metrics extracted for reporting
- Structured data sent to Airtable for product team analysis