Inside the Automated Support Workflow

Inside the Automated Support Workflow

Four Core Functions That Drive Efficiency

The Technical Architecture:

  1. Customer Identification

    • Webhook receives customer information from Voiceflow
    • Database lookup identifies existing customers or flags new ones
    • Relevant history and context returned instantly
  2. Ticket Management

    • Issue details captured via natural conversation
    • Zendesk ticket created with appropriate categorization
    • Custom fields populated automatically based on context
  3. Meeting Coordination

    • Google Calendar availability checked in real-time
    • Appointment options presented based on issue priority
    • Confirmations sent with calendar invitations
  4. Data Intelligence

    • Interaction transcripts captured and categorized
    • Key metrics extracted for reporting
    • Structured data sent to Airtable for product team analysis