Skip to content

Customer support workflow

AI Support Workflow with Review Gates

Pilot ticket summaries or reply drafts from the current case and approved knowledge, with refunds, legal, security and outage claims escalated before the customer sees them.

Source

Ticket threads become handoff summaries with issue, fixes, risk and next action

AI output

Reply drafts use only approved KB, product notes or contract wording

Reviewer

Support agent or lead approves the reply before the customer sees it.

Measure

Measure first-response quality, escalation misses, repeated handoff reading and KB gaps found

Examples

  • Ticket threads become handoff summaries with issue, fixes, risk and next action.
  • Reply drafts use only approved KB, product notes or contract wording.
  • Escalation triggers are checked before reply: refund, legal, security, outage, VIP or repeated failure.

Pilot shape

Input: ticket, approved KB, product note and escalation rules. Output: reply draft, handoff summary and escalation check. Reviewer: support lead or agent. Blocked: refunds, legal wording, incidents, security claims or pricing exceptions without escalation.