AI customer service that reads intent and knows when to escalate

Answers customer messages with AI, pulls answers from your knowledge base and order system, and escalates real problems to a human.

How the work actually flows

It branches. Exactly one path is taken; a person is alerted when a step fails.

Pattern: Exclusive Choice (4)

flowchart TD trig>"customer message received"]:::trig s0["check intent and tone"]:::task s1["look up knowledge base and orders"]:::svc trig --> s0 s0 --> s1 gx{"× routine or urgent issue"}:::gate s1 --> gx p00["reply directly to customer"]:::task gx -->|"routine question"| p00 p10["escalate to human with summary"]:::task gx -->|"urgent or complaint"| p10 p00 --> out p10 --> out out[/"instant reply or human handoff"/]:::out pay{{"faster support less overload"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsSurvey & FeedbackCustomer Support & Ticketing
Connects
WhatsAppGmailGoogle SheetsGoogle DocsOpenAI

The problem it solves

Your team can't be online every minute, but customers expect a fast, accurate answer whether they're asking about an order or venting about a problem. Routine questions eat up time that should go to the customers who are genuinely upset or need a person.

Who it fits

Customer support teams handling a high volume of routine and urgent inquiries.

How it works

  1. Reads each incoming customer message
  2. Checks the message for sensitive data, intent, and tone
  3. Looks up answers in your knowledge base and order records
  4. Replies directly for routine questions, keeping the conversation history in mind
  5. Escalates complaints or agent requests to a human by email, with a full summary attached
What you get

Which conversations you still have to join

Customers get fast answers to routine questions, and your team only sees the ones that truly need a person.

What you get

An instant, accurate reply for routine questions and a fully briefed handoff to a human for anything urgent.

What you need

A messaging account, a knowledge base or document store, an order system, an OpenAI API key, and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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