> ## Documentation Index
> Fetch the complete documentation index at: https://usefulai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Best AI Use Cases for Customer Support in 2026

> The 7 best AI use cases for support teams - grounded replies, routing, summaries, QA, and knowledge upkeep - each with integrations and exact setup steps.

<div className="uai-updated-row">Updated July 24, 2026</div>

Support teams lose time searching for approved answers, rewriting routine replies, and reconstructing long conversations before they can solve the customer’s problem. These are the seven AI workflows that improve that work without hiding the handoff to a human.

<p className="uai-agentline">All 7 run on whichever AI agent you already use - <span className="uai-nowrap"><img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="Claude" title="Claude" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" /><a href="https://claude.com/product/overview" target="_blank" rel="noreferrer">Claude</a></span>, <span className="uai-nowrap"><img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="ChatGPT" title="ChatGPT" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" /><a href="https://chatgpt.com/overview/" target="_blank" rel="noreferrer">ChatGPT</a></span>, <span className="uai-nowrap"><img src="https://mintcdn.com/usefulai/XcFilG3Fp3z_o28-/images/icons/48/gemini.google.com.png?fit=max&auto=format&n=XcFilG3Fp3z_o28-&q=85&s=5c434f620bb7ec5b5a3b5aeec74fd971" alt="Gemini" title="Gemini" noZoom width="48" height="48" data-path="images/icons/48/gemini.google.com.png" /><a href="https://gemini.google/overview/" target="_blank" rel="noreferrer">Gemini</a></span>, or <span className="uai-nowrap"><img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/copilot.microsoft.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=bebadbf008e5ab9d56f380e10a71aef0" alt="Microsoft Copilot" title="Microsoft Copilot" noZoom width="48" height="48" data-path="images/icons/48/copilot.microsoft.com.png" /><a href="https://www.microsoft.com/en-us/microsoft-365-copilot" target="_blank" rel="noreferrer">Microsoft Copilot</a></span> - connected to the tools listed with each use case.</p>

## Best AI Customer Support Use Cases

<div className="uai-overview-table uai-overview-table--ranked uai-overview-table--metric-right">
  | # | Use case                                                                                              | Key integrations                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | Est. time saved <Tooltip tip="Directional estimates for one support agent handling a normal mixed queue. Savings vary with ticket volume, issue complexity, knowledge quality, and how much of the queue is repetitive."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">About the estimate</span></span></Tooltip> |
  | - | ----------------------------------------------------------------------------------------------------- | 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| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
  | 1 | <a href="#draft-support-replies" className="uai-tbllink no-underline">Draft support replies</a>       | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span></span> | **3** hr/wk                                                                                                                                                                                                                                                                                                                                                                                |
  | 2 | <a href="#resolve-routine-requests" className="uai-tbllink no-underline">Resolve routine requests</a> | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span></span> | **2.5** hr/wk                                                                                                                                                                                                                                                                                                                                                                              |
  | 3 | <a href="#find-approved-answers" className="uai-tbllink no-underline">Find approved answers</a>       | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span></span> | **2** hr/wk                                                                                                                                                                                                                                                                                                                                                                                |
  | 4 | <a href="#review-support-quality" className="uai-tbllink no-underline">Review support quality</a>     | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ri8jp4LyuU5sCXj0/images/icons/48/maestroqa.com.png?fit=max&auto=format&n=ri8jp4LyuU5sCXj0&q=85&s=95c9ad12330cb2071950657af0d84e8e" alt="MaestroQA" title="MaestroQA" noZoom width="48" height="48" data-path="images/icons/48/maestroqa.com.png" /><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk QA" title="Zendesk QA" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />Support QA</span></span>                                                                                         | **2** hr/wk                                                                                                                                                                                                                                                                                                                                                                                |
  | 5 | <a href="#triage-support-tickets" className="uai-tbllink no-underline">Triage support tickets</a>     | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span></span>                                                                                            | **1.5** hr/wk                                                                                                                                                                                                                                                                                                                                                                              |
  | 6 | <a href="#summarize-conversations" className="uai-tbllink no-underline">Summarize conversations</a>   | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span></span>                                                                                            | **1.5** hr/wk                                                                                                                                                                                                                                                                                                                                                                              |
  | 7 | <a href="#draft-knowledge-updates" className="uai-tbllink no-underline">Draft knowledge updates</a>   | <span className="uai-tblpills"><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span><span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span></span> | **1** hr/wk                                                                                                                                                                                                                                                                                                                                                                                |
</div>

***

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Draft support replies</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best first workflow - give agents a grounded draft inside every ticket</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>3 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes 30 tickets a week where a grounded draft saves about six minutes of searching and writing each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">For each ticket, you identify the issue, search help articles and prior cases, check account context, write the explanation and next step, and make sure the reply uses approved language.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">When a ticket arrives, your agent finds the relevant approved procedure, uses the ticket and allowed account context, and leaves a concise reply draft with the sources and any missing information.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Ticket assigned</span>
            <span className="uai-ucflow-trigger-subtitle">customer message is complete</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Identifies the issue, retrieves the approved answer, applies relevant customer context, and drafts the next useful response without sending it.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Reply draft <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Reply draft" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Source links <span>            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Source links" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-reply-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-reply-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the ticket, thread, customer, product, priority, and prior handling.</p>
                <p className="uai-connect-rw"><span>Writes</span> a private draft reply and suggested fields only.</p>
              </div>
            </div>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> approved procedures, policies, troubleshooting steps, and article freshness.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> plan, account status, products, and known commitments relevant to the reply.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Slack" title="Slack" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /><img src="https://mintcdn.com/usefulai/AHrz0Wwy4lVZj5MG/images/icons/48/teams.microsoft.com.png?fit=max&auto=format&n=AHrz0Wwy4lVZj5MG&q=85&s=82b2bde2aca7704a34aa28bc3b17e4b5" alt="Microsoft Teams" title="Microsoft Teams" noZoom width="48" height="48" data-path="images/icons/48/teams.microsoft.com.png" />Chat</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> an escalation note when the workflow cannot answer safely.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Paste the ticket thread and relevant help article into the agent. The connected version mainly removes searching and places the draft directly in the help desk.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-reply-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-reply-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have current knowledge articles, response style guidance, escalation rules, prohibited promises, and 20 representative tickets with final replies and outcomes.</p>

          ```text Setup prompt theme={null}
          Help me build a support-reply drafting workflow.

          For each assigned ticket, prepare a grounded reply for the agent to review.
          Never send it.

          1. Ask for our help desk, approved knowledge sources, tone, required fields,
             escalation rules, and promises the agent must never make.
          2. Read the full thread and identify the customer's issue, desired outcome,
             product, plan, steps already tried, and information still missing.
          3. Retrieve the current approved procedure and cite the exact articles used.
          4. Draft a concise response that acknowledges the issue, gives the next useful
             step in order, and asks only for information that is genuinely required.
          5. Do not invent account facts, policy exceptions, refunds, timelines, or fixes.
          6. Save a draft plus source links, confidence, and an escalation note if needed.
          7. Test on a routine question, incomplete report, and policy-sensitive request.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>The reply should answer the actual question, use a current approved source, avoid repeating steps already tried, ask only necessary questions, and make escalation obvious before an agent reads the whole thread again.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-reply-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-reply-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run when a new ticket is assigned or the customer adds a message. Exclude spam, empty tickets, active incidents, legal threats, and sensitive account actions from automatic drafting.</p>
          <p className="uai-subh">What runs without you</p>
          <p>Sending is never automated - the draft waits for the agent, always. Review every draft for the first 50 tickets; after that, drafting can run on every eligible ticket while agents accept, edit, or discard. Keep sampling five drafts a week for grounding and tone, because quality drift shows up in drafts nobody complained about.</p>
          <p className="uai-pair">Pairs well with <a href="#find-approved-answers">find approved answers</a> and <a href="#draft-knowledge-updates">draft knowledge updates</a> - retrieval grounds the drafts, and the gaps become knowledge fixes.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Resolve routine requests</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for a narrow set of high-volume issues with complete procedures</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>2.5 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes 15 routine tickets a week where automated resolution saves about ten minutes of agent handling each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">Agents repeatedly identify the same intent, verify basic eligibility, follow a known procedure, send standard instructions, and close or route the request.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">Your agent recognizes an approved routine intent, gathers the minimum required facts, executes only allowed low-risk steps, confirms the result, and hands anything outside the procedure to a human with a clean summary.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Routine intent detected</span>
            <span className="uai-ucflow-trigger-subtitle">eligible for approved automation</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Checks eligibility, follows the exact procedure, records each action, confirms the outcome, and escalates at the first unsupported condition.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Customer resolution <span>            <img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Customer resolution" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Action log <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Action log" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Human handoff <span>            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Human handoff" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-resolve-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-resolve-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the approved intent, eligibility rules, procedure, customer message, and escalation boundaries.</p>
              </div>
            </div>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the conversation and required customer fields.</p>
                <p className="uai-connect-rw"><span>Writes</span> messages, status, tags, and action log within the approved flow.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> plan and account status needed for eligibility.</p>
                <p className="uai-connect-rw"><span>Writes</span> a resolution note when required.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Slack" title="Slack" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /><img src="https://mintcdn.com/usefulai/AHrz0Wwy4lVZj5MG/images/icons/48/teams.microsoft.com.png?fit=max&auto=format&n=AHrz0Wwy4lVZj5MG&q=85&s=82b2bde2aca7704a34aa28bc3b17e4b5" alt="Microsoft Teams" title="Microsoft Teams" noZoom width="48" height="48" data-path="images/icons/48/teams.microsoft.com.png" />Chat</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> urgent or policy-sensitive handoffs to the owning team.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Run the same flow in agent-assist mode first: the AI proposes the steps and response while the agent clicks. Automate actions only after the intent and procedure are proven stable.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-resolve-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-resolve-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Choose one intent, document eligibility and every allowed action, define the success confirmation and escalation conditions, and collect successful, unsuccessful, ambiguous, and abusive examples.</p>

          ```text Setup prompt theme={null}
          Help me build an automated routine-support workflow for one intent.

          It should resolve only the approved intent end to end and hand everything
          else to a human. It must never act outside the documented procedure.

          1. Ask for the exact intent, approved procedure, eligibility fields, allowed
             actions, customer confirmations, exclusions, and escalation owner.
          2. Classify the request only when the evidence meets the intent definition;
             otherwise hand off without taking action.
          3. Gather the minimum required information and verify eligibility before acting.
          4. Follow the procedure step by step, log each action and response, and stop on
             missing data, tool failure, policy conflict, or unexpected customer state.
          5. Confirm the result in the system before telling the customer it succeeded.
          6. Close only after confirmation; otherwise create a human handoff with the
             issue, checks, actions, result, and recommended next step.
          7. Test on success, ineligible, missing-data, and tool-failure cases.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>The workflow should act only on the intended request, verify eligibility and final state, keep a complete action log, and hand off quickly with useful context whenever the case leaves the documented path.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-resolve-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-resolve-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Enable only for the chosen intent and eligible products, plans, regions, and account states. Start with agent approval for every action.</p>
          <p className="uai-subh">What runs without you</p>
          <p>Run it in agent-assist mode first: the AI proposes the steps, the agent clicks. Unattended execution is earned per intent - at least 95% correct classification and 100% safe escalation on replayed cases before the first automated action, and the bar resets whenever the procedure changes. Audit the action logs weekly; this is the one support workflow that touches customer accounts.</p>
          <p className="uai-pair">Pairs well with <a href="#triage-support-tickets">triage support tickets</a> and <a href="#find-approved-answers">find approved answers</a> - triage supplies clean intents and retrieval supplies the procedure.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Find approved answers</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for agents who know an answer exists but lose time finding it</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>2 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes 40 searches a week where grounded retrieval saves about three minutes each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">You search several knowledge tools with slightly different words, open outdated pages, scan long articles, and compare policy versions before you can use one paragraph in the ticket.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">Your agent searches only approved sources, returns the exact answer with a short excerpt, version and source link, and says when the knowledge base does not support an answer.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Notion" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Agent asks a question</span>
            <span className="uai-ucflow-trigger-subtitle">or opens a ticket</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Rewrites the issue as a search question, retrieves current authoritative passages, and returns a concise answer with freshness and source links.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Grounded answer <span>            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Grounded answer" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Source links <span>            <img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/glean.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=01057d2c723da0139a6802d8a7b7e2e2" alt="Source links" noZoom width="48" height="48" data-path="images/icons/48/glean.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Knowledge gap <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Knowledge gap" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-answer-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-answer-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> approved help content, policy, product documentation, version, and ownership metadata.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the ticket and product context so the search reflects the actual issue.</p>
                <p className="uai-connect-rw"><span>Writes</span> a private answer suggestion and cited sources.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/glean.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=01057d2c723da0139a6802d8a7b7e2e2" alt="Glean" title="Glean" noZoom width="48" height="48" data-path="images/icons/48/glean.com.png" /><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Notion" title="Notion" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" />Internal knowledge</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> approved runbooks and internal troubleshooting guidance.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Ask the agent a question and attach the relevant knowledge collection. Do not mix unreviewed chat history into the authoritative source set.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-answer-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-answer-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have a clearly scoped approved collection, owners and review dates, archived-content rules, product and plan metadata, and 30 real questions with known answers or known gaps.</p>

          ```text Setup prompt theme={null}
          Help me build an approved-answer retrieval workflow.

          For an agent question or ticket, return a concise answer supported only by our
          current approved knowledge.

          1. Ask which collections are authoritative, how versions and products are
             identified, and what content is draft, archived, or restricted.
          2. Convert the issue into a precise search question using product, plan,
             version, region, and customer goal when available.
          3. Retrieve the strongest current passages and prefer the owning source over
             copied or older pages.
          4. Return the answer, source titles and links, relevant version or date, and a
             short excerpt showing support.
          5. If sources conflict or do not answer the question, say so and create a
             knowledge-gap item; never compose policy from adjacent material.
          6. Keep the answer internal or as a draft for the agent.
          7. Test on a direct answer, synonym-heavy question, conflict, and real gap.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>The answer should use the right product and version, link to the authoritative source, avoid unsupported synthesis, and make “we do not have an approved answer” a clear and useful outcome.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-answer-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-answer-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run from the help-desk sidebar, an agent question, or automatically when a ticket is assigned. Exclude draft, archived, restricted, and expired content from the search index.</p>
          <p className="uai-subh">What runs without you</p>
          <p>The agent chooses what to use - retrieval only ever suggests. After 50 accurate searches, surface suggestions automatically on every eligible ticket. Review the failed searches weekly: they are your knowledge-gap backlog, and this workflow is only as good as the content it retrieves from.</p>
          <p className="uai-pair">Pairs well with <a href="#draft-support-replies">draft support replies</a> and <a href="#draft-knowledge-updates">draft knowledge updates</a> - the same knowledge base powers the drafts and collects the gaps.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Review support quality</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for reviewing more conversations against one consistent rubric</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>2 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes 20 conversation reviews a week where AI pre-scoring and evidence selection save about six minutes each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">Leads sample a small number of tickets, read each thread, score a rubric, copy examples, and write coaching notes while calibration differences make scores hard to compare.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">Your agent samples eligible conversations, scores each rubric item with quoted evidence, flags uncertain cases, and drafts coaching themes for a lead to calibrate and approve.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Weekly QA sample</span>
            <span className="uai-ucflow-trigger-subtitle">eligible resolved tickets selected</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Applies the approved rubric, cites exact conversation evidence, and separates scoreable behavior from outcome or customer mood.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">QA scorecards <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="QA scorecards" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Evidence clips <span>            <img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Evidence clips" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Coaching themes <span>            <img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/docs.google.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=99f0055b99bf8d2b22343a2704756f55" alt="Coaching themes" noZoom width="48" height="48" data-path="images/icons/48/docs.google.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-qa-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-qa-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> eligible resolved conversations, metadata, outcomes, and policy sources.</p>
              </div>
            </div>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ri8jp4LyuU5sCXj0/images/icons/48/maestroqa.com.png?fit=max&auto=format&n=ri8jp4LyuU5sCXj0&q=85&s=95c9ad12330cb2071950657af0d84e8e" alt="MaestroQA" title="MaestroQA" noZoom width="48" height="48" data-path="images/icons/48/maestroqa.com.png" /><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk QA" title="Zendesk QA" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />Support QA</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the rubric, scoring anchors, calibration examples, and sampling rules.</p>
                <p className="uai-connect-rw"><span>Writes</span> draft scorecards and evidence.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/docs.google.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=99f0055b99bf8d2b22343a2704756f55" alt="Google Docs" title="Google Docs" noZoom width="48" height="48" data-path="images/icons/48/docs.google.com.png" /><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Notion" title="Notion" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" />Docs</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> team-level themes and a calibration pack.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Export a stratified sample with complete threads and metadata. Keep agent names hidden during calibration when possible so the rubric, not reputation, drives the score.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-qa-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-qa-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have a short observable rubric, scored anchor examples, sampling plan, excluded ticket types, calibration cadence, and a policy for how scores are used.</p>

          ```text Setup prompt theme={null}
          Help me build a support-quality review workflow.

          Each week, prepare evidence-backed draft scorecards for a defined ticket sample.

          1. Ask for the rubric, scoring anchors, eligible population, sample rules,
             excluded cases, calibration process, and reporting audience.
          2. Select a representative sample across channels, issue types, agents, and outcomes.
          3. Score only observable rubric items and cite the exact message or action for
             every score; mark not applicable and uncertain cases explicitly.
          4. Do not infer effort, intent, or competence from response time, sentiment, or outcome alone.
          5. Draft one specific coaching strength and one improvement tied to evidence.
          6. Aggregate themes only after the lead approves calibrated scorecards.
          7. Test against high, low, and disputed human-scored examples.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>Every score should have exact evidence and a matching rubric anchor, uncertain items should reach a lead, similar behavior should score consistently, and coaching should be specific enough to practice.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-qa-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-qa-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run weekly after resolved-ticket data is complete. Use stratified sampling and exclude active incidents, spam, and categories without an applicable rubric.</p>
          <p className="uai-subh">What runs without you</p>
          <p>Draft scorecards can generate automatically once the agent agrees with human reviewers on at least 90% of rubric items across 50 tickets. Leads still approve every scorecard and own every coaching conversation - the agent scales the reading, not the judgment. Recalibrate monthly with disputed examples so scores stay comparable.</p>
          <p className="uai-pair">Pairs well with <a href="#draft-knowledge-updates">draft knowledge updates</a> - recurring quality findings usually point at a missing or stale article.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Triage support tickets</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for getting urgent and specialized tickets to the right queue sooner</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>1.5 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes 60 incoming tickets a week where classification and routing save about 90 seconds each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">Someone reads the first message, chooses category, product, language, severity, and team, checks customer status, and manually corrects tickets that landed in the wrong queue.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">On ticket creation, your agent names and summarizes the issue, assigns approved fields, checks explicit urgency signals and account context, and routes it with a visible reason.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Ticket created</span>
            <span className="uai-ucflow-trigger-subtitle">first customer message received</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Classifies intent, product, language, and urgency, applies customer context, and routes to the agreed queue with a concise explanation.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Ticket fields <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Ticket fields" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Assigned queue <span>            <img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Assigned queue" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Urgent alert <span>            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Urgent alert" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-triage-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-triage-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the message, channel, attachments, and routing taxonomy.</p>
                <p className="uai-connect-rw"><span>Writes</span> title, summary, category, priority, language, tags, and queue.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> customer tier, product, region, account owner, and open incidents.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Slack" title="Slack" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /><img src="https://mintcdn.com/usefulai/AHrz0Wwy4lVZj5MG/images/icons/48/teams.microsoft.com.png?fit=max&auto=format&n=AHrz0Wwy4lVZj5MG&q=85&s=82b2bde2aca7704a34aa28bc3b17e4b5" alt="Microsoft Teams" title="Microsoft Teams" noZoom width="48" height="48" data-path="images/icons/48/teams.microsoft.com.png" />Chat</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> alerts for the narrowly defined urgent cases.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Run classifications as suggestions inside the intake queue. A lead can bulk-accept them while the taxonomy and examples improve.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-triage-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-triage-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have a small routing taxonomy, queue owners, explicit priority rules, customer-tier fields, examples from every class, and a catch-all route for low-confidence tickets.</p>

          ```text Setup prompt theme={null}
          Help me build a ticket-triage workflow.

          For every new ticket, assign approved fields and route it to the right queue.

          1. Ask for the category, product, language, priority, and queue taxonomy plus
             definitions, examples, exclusions, and owners.
          2. Read the first message and allowed account context; generate a descriptive
             title and one-sentence issue summary.
          3. Classify only into existing labels and give the evidence for priority and route.
          4. Use explicit impact, outage, security, safety, and account rules for urgency;
             do not rely on tone alone.
          5. Route low-confidence, multi-issue, or taxonomy-gap tickets to human triage.
          6. Write the fields and queue, and alert only the defined urgent owner.
          7. Test on routine, urgent, multilingual, multi-issue, and ambiguous tickets.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>Tickets should land in the correct actionable queue, priority should follow explicit impact rules, low-confidence cases should not be forced into a label, and the assigned agent should understand the issue from the title and summary.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-triage-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-triage-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run immediately after ticket creation. Exclude spam and system notifications first, and send multi-issue or unsupported-language tickets to the catch-all queue.</p>
          <p className="uai-subh">What runs without you</p>
          <p>Keep routing as suggestions for the first 100 tickets while a lead bulk-accepts. Then automate class by class - each category earns autonomy at 95% correct routing, and anything below stays suggested. Sample the automated classes weekly; taxonomy drift is invisible until a queue quietly fills with mismatches.</p>
          <p className="uai-pair">Pairs well with <a href="#resolve-routine-requests">resolve routine requests</a> and <a href="#summarize-conversations">summarize conversations</a> - clean classification is what makes safe automation and useful handoffs possible.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Summarize conversations</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for handoffs, escalations, and long-running customer issues</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>1.5 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes ten complex handoffs a week where a structured summary saves about nine minutes of rereading each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">Before taking over a case, you reread the full thread, identify the original problem, steps tried, promises, current status, and next owner, then rewrite it for an escalation or account record.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">Your agent turns the entire thread and action log into a structured handoff with chronology, verified facts, attempts and outcomes, commitments, current blocker, and next step.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Ticket changes owner</span>
            <span className="uai-ucflow-trigger-subtitle">or escalates to another team</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Reconstructs the issue and timeline, separates customer statements from system actions, and surfaces the current blocker and commitments.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Handoff summary <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Handoff summary" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Account note <span>            <img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Account note" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Next actions <span>            <img src="https://mintcdn.com/usefulai/MfWPxrmA3ZwUYT3b/images/icons/48/asana.com.png?fit=max&auto=format&n=MfWPxrmA3ZwUYT3b&q=85&s=9ec0decd304a812943ee11e0ed45d99b" alt="Next actions" noZoom width="48" height="48" data-path="images/icons/48/asana.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-summary-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-summary-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> the full thread, private notes, status changes, attachments, and action log.</p>
                <p className="uai-connect-rw"><span>Writes</span> the structured internal summary.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/82PG1Up2qz4DPkMj/images/icons/48/salesforce.com.png?fit=max&auto=format&n=82PG1Up2qz4DPkMj&q=85&s=ecb55e44e198ea0f48db7d948dfae739" alt="Salesforce" title="Salesforce" noZoom width="48" height="48" data-path="images/icons/48/salesforce.com.png" /><img src="https://mintcdn.com/usefulai/5xfT_ObZX_-BobJd/images/icons/48/hubspot.com.png?fit=max&auto=format&n=5xfT_ObZX_-BobJd&q=85&s=25997a9a2c55ca1588d212f35f36277a" alt="HubSpot" title="HubSpot" noZoom width="48" height="48" data-path="images/icons/48/hubspot.com.png" />CRM</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> account, product, owner, and related open cases.</p>
                <p className="uai-connect-rw"><span>Writes</span> an escalation or account note when approved.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/slack.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=80f705a24524a002fdc059299d494a6b" alt="Slack" title="Slack" noZoom width="48" height="48" data-path="images/icons/48/slack.com.png" /><img src="https://mintcdn.com/usefulai/AHrz0Wwy4lVZj5MG/images/icons/48/teams.microsoft.com.png?fit=max&auto=format&n=AHrz0Wwy4lVZj5MG&q=85&s=82b2bde2aca7704a34aa28bc3b17e4b5" alt="Microsoft Teams" title="Microsoft Teams" noZoom width="48" height="48" data-path="images/icons/48/teams.microsoft.com.png" />Chat</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> a concise escalation message with a link to the ticket.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Export or paste the complete thread, not only the latest messages. Include the action log so attempted fixes are not inferred from conversation alone.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-summary-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-summary-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have the handoff template, definitions for fact versus customer claim, required commitment fields, and examples of strong and misleading summaries.</p>

          ```text Setup prompt theme={null}
          Help me build a support-conversation summary workflow.

          When a ticket changes owner or escalates, create a structured internal handoff.

          1. Ask for the handoff template, required fields, destination, and which sources
             establish system actions and customer commitments.
          2. Read the full public thread, private notes, attachments, status history, and
             action log in chronological order.
          3. Summarize the original issue, impact, current state, relevant account context,
             steps attempted with outcomes, customer-provided evidence, and open blocker.
          4. List commitments with owner and date only when they were explicitly recorded.
          5. Keep customer claims, agent conclusions, and confirmed system facts distinct.
          6. Write the handoff plus the next recommended action and source links.
          7. Test on a simple handoff, repeated failed troubleshooting, and an escalation.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>The new owner should understand the issue without rereading the thread, see every meaningful attempt and result, know what has been promised, and distinguish confirmed facts from customer or agent claims.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-summary-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-summary-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run on owner, queue, or escalation changes and optionally after a long thread exceeds a message threshold. Exclude resolved spam and empty system tickets.</p>
          <p className="uai-subh">What runs without you</p>
          <p>After 20 accurate summaries, let them write automatically on every owner change - the new owner edits instead of rereading. What stays human is trust in the content: sample handoffs weekly against the full thread, because a summary that silently drops a commitment costs a customer relationship.</p>
          <p className="uai-pair">Pairs well with <a href="#triage-support-tickets">triage support tickets</a> - both turn a raw thread into something the next owner can act on.</p>
        </div>
      </div>
    </div>
  </div>
</div>

<div className="uai-itemcard uai-itemcard--v6" role="article">
  <div className="uai-itemcard-head uai-itemcard-head--noicon">
    <div className="uai-itemcard-identity">
      <div className="uai-itemcard-row uai-itemcard-row--title">
        <h2>Draft knowledge updates</h2>
      </div>

      <div className="uai-itemcard-row">
        <span className="uai-itemcard-note uai-itemcard-note--green">Best for turning repeated solved issues into maintained help content</span>
      </div>
    </div>

    <div className="uai-itemcard-end">
      <div className="uai-itemcard-metric"><strong>1 hr/wk</strong><span>est. time saved <Tooltip tip="Assumes two knowledge changes a week, saving about 30 minutes of evidence gathering and first-draft assembly on each."><span className="uai-tip-icon"><Icon icon="circle-info" size={12} color="currentColor" /><span className="uai-sr-only">How this estimate is calculated</span></span></Tooltip></span></div>
    </div>
  </div>

  <div className="uai-itemcard-body">
    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How it's done today</span>
      <p className="uai-itemcard-summary">A support lead spots repeated questions, finds solved examples, confirms the current procedure with an expert, and drafts or revises an article after the gap has already created more tickets.</p>
    </section>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How AI helps</span>
      <p className="uai-itemcard-summary">Your agent finds repeated resolved issues and failed searches, groups the evidence, compares it with current articles, and prepares a source-linked new article or change proposal for the owner.</p>
    </section>

    <div className="uai-figure uai-figure--light">
      <div className="uai-ucflow-stage">
        <div className="uai-ucflow-trigger">
          <span className="uai-ucflow-trigger-icon">
            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" />
          </span>

          <span>
            <span className="uai-ucflow-trigger-title">Knowledge gap repeats</span>
            <span className="uai-ucflow-trigger-subtitle">or failed search crosses threshold</span>
          </span>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-agent">
          <div className="uai-ucflow-agent-header">
            <span className="uai-ucflow-agent-logos">
              <img src="https://mintcdn.com/usefulai/DapqcZBWDcIyQCBz/images/icons/48/claude.ai.png?fit=max&auto=format&n=DapqcZBWDcIyQCBz&q=85&s=fb415c7174f1e2e8f24101e1c7275b99" alt="" noZoom width="48" height="48" data-path="images/icons/48/claude.ai.png" />

              <img src="https://mintcdn.com/usefulai/C5xOaAf4Os-Vu41o/images/icons/48/chatgpt.com.png?fit=max&auto=format&n=C5xOaAf4Os-Vu41o&q=85&s=5e7f3de17cf2c7fc46864bfdcb97b95e" alt="" noZoom width="48" height="48" data-path="images/icons/48/chatgpt.com.png" />
            </span>

            <span className="uai-ucflow-agent-name">Your AI agent</span>

            <span className="uai-ucflow-agent-status" />
          </div>

          <p className="uai-ucflow-agent-task">Collects solved examples, identifies the missing or stale instruction, drafts the smallest useful update, and routes it to the accountable owner.</p>
        </div>

        <span className="uai-ucflow-link" />

        <div className="uai-ucflow-outputs">
          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Article draft <span>            <img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Article draft" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Evidence pack <span>            <img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Evidence pack" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /></span></div>

            <span className="uai-ucflow-line uai-ucflow-line-90" />

            <span className="uai-ucflow-line uai-ucflow-line-70" />
          </div>

          <div className="uai-ucflow-output">
            <div className="uai-ucflow-output-title">Review task <span>            <img src="https://mintcdn.com/usefulai/MfWPxrmA3ZwUYT3b/images/icons/48/asana.com.png?fit=max&auto=format&n=MfWPxrmA3ZwUYT3b&q=85&s=9ec0decd304a812943ee11e0ed45d99b" alt="Review task" noZoom width="48" height="48" data-path="images/icons/48/asana.com.png" /></span></div>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-70" />
            </span>

            <span className="uai-ucflow-task">
              <span className="uai-ucflow-line uai-ucflow-line-50" />
            </span>
          </div>
        </div>
      </div>
    </div>

    <section className="uai-itemcard-section">
      <span role="heading" aria-level="3" className="uai-card-h">How to set it up</span>
    </section>

    <div className="uai-itemcard-details-group uai-stepflat">
      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-kb-connect" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-kb-connect"><span><span className="uai-steplabel">Step 1</span>Connect your tools</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <div className="uai-connect-list uai-connect-fill uai-connect-list--tight uai-connect-list--nolines">
            <p className="uai-subh">Required</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/intercom.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=dd7e792ffe8084959911286e597e3f05" alt="Intercom" title="Intercom" noZoom width="48" height="48" data-path="images/icons/48/intercom.com.png" />Help desk</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> resolved tickets, outcomes, searches, tags, and repeated agent workarounds.</p>
              </div>
            </div>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/ivp-heC-RDy_VFnc/images/icons/48/zendesk.com.png?fit=max&auto=format&n=ivp-heC-RDy_VFnc&q=85&s=50e84018e563343953b2ea73be14c68e" alt="Zendesk" title="Zendesk" noZoom width="48" height="48" data-path="images/icons/48/zendesk.com.png" /><img src="https://mintcdn.com/usefulai/HJ0On2gL236nYMqk/images/icons/48/confluence.atlassian.com.png?fit=max&auto=format&n=HJ0On2gL236nYMqk&q=85&s=f337f80da6f28bb8f32511b1ff0413a5" alt="Confluence" title="Confluence" noZoom width="48" height="48" data-path="images/icons/48/confluence.atlassian.com.png" />Knowledge base</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> current articles, owners, versions, analytics, and style guide.</p>
                <p className="uai-connect-rw"><span>Writes</span> a draft article or revision, never publication.</p>
              </div>
            </div>

            <p className="uai-subh">Recommended</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/mY5zb6J5nyiufRvz/images/icons/48/glean.com.png?fit=max&auto=format&n=mY5zb6J5nyiufRvz&q=85&s=01057d2c723da0139a6802d8a7b7e2e2" alt="Glean" title="Glean" noZoom width="48" height="48" data-path="images/icons/48/glean.com.png" /><img src="https://mintcdn.com/usefulai/-BdB1T4cTAq9nNj4/images/icons/48/notion.com.png?fit=max&auto=format&n=-BdB1T4cTAq9nNj4&q=85&s=f55a7df0c5b731f07a0985551af40510" alt="Notion" title="Notion" noZoom width="48" height="48" data-path="images/icons/48/notion.com.png" />Internal knowledge</span>

              <div>
                <p className="uai-connect-rw"><span>Reads</span> approved product or policy source material.</p>
              </div>
            </div>

            <p className="uai-subh">Optional</p>

            <div className="uai-connect-row--pill">
              <span className="uai-connect-pill uai-connect-pill--stack uai-connect-pill--sm uai-connect-pill--plain"><img src="https://mintcdn.com/usefulai/MfWPxrmA3ZwUYT3b/images/icons/48/asana.com.png?fit=max&auto=format&n=MfWPxrmA3ZwUYT3b&q=85&s=9ec0decd304a812943ee11e0ed45d99b" alt="Asana" title="Asana" noZoom width="48" height="48" data-path="images/icons/48/asana.com.png" /><img src="https://mintcdn.com/usefulai/hy16G83xN3DfF0qA/images/icons/48/monday.com.png?fit=max&auto=format&n=hy16G83xN3DfF0qA&q=85&s=0649ffdaba56d203b24eeceede8765bd" alt="Monday.com" title="Monday.com" noZoom width="48" height="48" data-path="images/icons/48/monday.com.png" />Tasks</span>

              <div>
                <p className="uai-connect-rw"><span>Writes</span> the owner review with evidence and requested decision.</p>
              </div>
            </div>
          </div>

          <p className="uai-connect-foot">Paste a small set of resolved examples and the current article into the agent. An expert still needs to confirm that the successful support workaround is the approved product procedure.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-kb-configure" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-kb-configure"><span><span className="uai-steplabel">Step 2</span>Build the workflow</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p>Have a repeat threshold, solved examples, failed-search reports, article owners, product sources, style template, and a definition of what requires expert or policy approval.</p>

          ```text Setup prompt theme={null}
          Help me build a support-to-knowledge workflow.

          When a knowledge gap repeats, prepare a source-linked article draft or revision.

          1. Ask for the repeat threshold, eligible ticket outcomes, knowledge owners,
             style template, authoritative product sources, and approval rules.
          2. Group resolved tickets and failed searches by the underlying customer question,
             preserving ticket IDs, products, versions, and successful resolution evidence.
          3. Check whether an article exists, is hard to find, outdated, incomplete, or absent.
          4. Draft the smallest useful change with prerequisites, ordered steps, expected
             result, common failure states, escalation path, and related links.
          5. Do not turn an improvised workaround into policy without owner confirmation.
          6. Create the draft, evidence pack, owner review task, and suggested search terms.
          7. Test on a missing article, stale article, and discoverability problem.
          ```

          <p className="uai-subh">What good looks like</p>
          <p>The draft should answer a demonstrated repeated question, use approved product facts, match the right version, include a verifiable outcome and escalation path, and give the owner the exact ticket evidence behind the change.</p>
        </div>
      </div>

      <div className="uai-itemcard-details">
        <input type="checkbox" id="sup-kb-activate" className="uai-itemcard-details-toggle" />

        <label htmlFor="sup-kb-activate"><span><span className="uai-steplabel">Step 3</span>Turn it on</span><span className="uai-itemcard-details-chevron" /></label>

        <div className="uai-itemcard-details-body">
          <p className="uai-subh">Choose your trigger</p>
          <p>Run weekly when repeated solved issues or failed searches cross the agreed threshold. Exclude one-off edge cases and unresolved tickets.</p>
          <p className="uai-subh">What runs without you</p>
          <p>Publication stays with the knowledge owner permanently - a support workaround only becomes policy after an expert confirms it. After five accepted updates, let drafts and their review tasks generate automatically when gaps cross the threshold. Check each published change 30 days later: did the repeated tickets actually stop?</p>
          <p className="uai-pair">Pairs well with <a href="#find-approved-answers">find approved answers</a> and <a href="#review-support-quality">review support quality</a> - failed searches and QA findings are its two best gap detectors.</p>
        </div>
      </div>
    </div>
  </div>
</div>

## How to choose

* Start with **draft support replies** or **find approved answers** - agents keep control, and the knowledge gaps surface immediately.
* **High-volume queue?** **Triage support tickets** first, then graduate the narrowest intents into **resolve routine requests**.
* **Leading the team?** **Review support quality** and **summarize conversations** scale the reading a lead cannot do alone.
* **Owning the knowledge base?** **Draft knowledge updates** turns every repeated ticket into the content that prevents the next one.

## What didn't make the list (yet)

Two support categories are marketed heavily and deliberately missing here:

**AI voice agents** - bots that take customer calls - are absent from the defaults by design. Voice removes the safety net every workflow above relies on: there is no draft to review mid-call, and a customer trapped in a loop is your worst outcome at your busiest moment. If you go there, treat it as its own project with its own escape hatches.

**Sentiment scoring as a product** - dashboards that grade how customers feel - shows up above only as a sorting signal inside triage and QA. Acting on sentiment alone punishes frustrated customers for being right; the workflows act on issue, impact, and eligibility instead.

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How can AI improve customer support?">
    AI can find approved answers, draft replies, resolve a narrow set of routine requests, route tickets, summarize conversations, review quality, and turn repeated issues into knowledge-base drafts.
  </Accordion>

  <Accordion title="What is the best first AI use case for support teams?">
    Draft support replies is usually the best start. Agents keep control, the output is easy to compare with existing responses, and the workflow quickly exposes gaps in the knowledge base.
  </Accordion>

  <Accordion title="Can AI resolve support tickets automatically?">
    Yes, for a bounded set of low-risk intents with complete approved procedures and clear escalation rules. Start in draft mode, test heavily, and expand only after resolution and escalation quality are consistently strong.
  </Accordion>

  <Accordion title="What data does a support AI need?">
    At minimum it needs the current ticket and an approved knowledge source. Customer and product context from the help desk or CRM can improve the answer, but the workflow should use only the fields needed for that issue.
  </Accordion>
</AccordionGroup>
