Start with the problem

What customer support work can we automate?

Start with approved answers and clear escalation, then expand only where it helps.

The situation

Repeated questions can consume support time, but customers still need a person when information is missing, a policy is ambiguous or an action has significant consequences.

What we investigate

We review common requests, authoritative knowledge, permissions, ticketing systems and handoff expectations. We distinguish answering a question from taking an action on an account.

What a first proof could show

Test a small set of support situations with cited answers and a reliable handoff. Include unsupported questions so you can see how the system handles uncertainty.

Boundaries to agree

Account changes, refunds and other important actions need the authority and approval appropriate to your business. A useful escalation includes context rather than asking the customer to start again.

Related solutions

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