Automation recipe · Customer Support & AI

AI assistant that answers from your business systems

Ask questions in plain language and get answers from your own data and documents.

Workflow

  1. 01Question
  2. 02Search approved sources
  3. 03Retrieve records
  4. 04Answer with references
The problem

Answers are spread across systems, spreadsheets and documents. Staff interrupt each other to find order status, policies or customer history.

What the automation does

An AI assistant connected to approved data sources answers questions in plain language — order status, customer history, procedures — with references to where the answer came from, and respecting user permissions.

The benefit

Faster answers for staff (or customers), fewer interruptions, and knowledge that is easier to use.

How it works

  1. 01

    Define which systems and documents the assistant may access, and for whom.

  2. 02

    Retrieval connects the assistant to current data through APIs and search.

  3. 03

    Answers cite their sources so people can verify them.

  4. 04

    Actions (like creating a ticket) are only available where explicitly allowed.

Human in the loop. Read-only by default; any actions require explicit permission and can require confirmation.

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Want this working in your business?

Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.