Workflow templates / Support
Calm unhappy customers and escalate fast
Complaints get an empathetic reply and a person, fast.
Works with: Any channel, Knowledge for AI to read
How it works
- The AI writes an acknowledgement
- A person is assigned
- A priority note records what went wrong
Steps in the workflow: Trigger, AI, Internal note, Hand to the team.
Who it is for
Any brand that wants complaints handled before they escalate.
Good to know
- Does the AI send on its own?
- Yes, while this automation is on. It answers from your knowledge, and if it can't it tells the customer the team will reply and waits for a person.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.