AI & RAG
Suggest Cited Compliance Answers on Zendesk Tickets
When a support ticket is tagged as a compliance question, retrieves grounded policy passages and posts an internal suggested reply with citations.
How it runs
The automated pipeline, trigger to output.
- TriggerTicket tagged compliance in ZendeskZendesk
- ActionEmbed ticket and retrieve passages from Supabase corpusSupabase
- LogicVerify passages clear grounding threshold
- ActionDraft cited suggested reply with OpenAIOpenAI
- OutputPost internal note or tag ticket for specialistZendesk
What it does
Helps frontline support resolve compliance tickets without leaving the help desk. On any ticket tagged compliance, it pulls supporting passages from the frozen corpus and posts a citation-backed suggested answer as an internal note. Agents review and send; they never copy an unsourced claim.
When to use it
Use it to deflect repetitive policy questions in Zendesk so agents answer accurately and consistently, while genuinely novel or uncovered questions get flagged for a compliance specialist instead of a guessed reply.
How it works
- 1A ticket tagged "compliance" triggers the flow in Zendesk.
- 2The ticket subject and body are embedded and matched against the Supabase corpus.
- 3A logic gate checks whether retrieved passages clear the grounding threshold.
- 4OpenAI drafts a suggested reply quoting and citing the matched policy sections.
- 5Grounded suggestions post as an internal Zendesk note; uncovered tickets get a "needs specialist" tag and assignment instead.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect SupabaseTables, auth, storage, edge functions.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI & RAG workflows
Publish a Grounded API FAQ Page to Confluence Weekly
Each week, clusters the top unanswered or repeated API questions, generates spec-grounded answers with citations.
Detect Breaking API Changes from Spec Diffs and Alert Owners
Compares the new OpenAPI spec against the previous version on each GitLab merge, uses retrieval over the changelog to classify whether changes are breaking.
Pre-meeting prep brief grounded in Coda and CRM
Before each booked sales meeting, builds a one-page prep brief by combining the account's HubSpot context with grounded talking points and objection responses pulled from your…
Coda-grounded sales answer bot with citations in Slack
Reps ask product, pricing, or competitive questions in Slack and get an answer drawn only from your Coda knowledge hub, with links to the exact docs and rows it pulled from.
Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.