CHATBOTS
IVR Escalation to Zendesk for Unrecognized Orders
When the voice bot can't find a caller's order, it speaks an apology, captures their callback number, and opens a Zendesk ticket so a human follows up.
How it runs
The automated pipeline, trigger to output.
- TriggerProvider posts order number and caller IDHTTP webhook
- ActionQuery Postgres for matching orderPostgres
- LogicConfirm order not found
- ActionSynthesize apology message via ElevenLabsElevenLabs
- ActionOpen Zendesk callback ticketZendesk
- OutputReturn audio URL to provider for playbackHTTP webhook
What it does
Handles the failure path of an order-status IVR gracefully. When the database lookup returns nothing — wrong number, guest checkout, typo — the bot doesn't dead-end the caller. It speaks a short apology via ElevenLabs and files a Zendesk ticket with the caller's number so an agent can call back.
When to use it
Pair this with any voice deflection setup where some lookups will inevitably miss. Use it when you'd rather convert a failed self-service attempt into a tracked support ticket than drop the caller into a voicemail dead end.
How it works
- 1The telephony provider posts the order number and caller ID to the webhook.
- 2Postgres is queried for the order.
- 3A logic step confirms no matching order exists.
- 4ElevenLabs synthesizes a brief "we couldn't find that — an agent will call you back" message.
- 5A Zendesk ticket is opened with the caller's number, attempted order ID, and call timestamp.
- 6The audio URL is returned to the provider for playback.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect ZendeskTickets, queues, knowledge base.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Chatbots workflows
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Intercom-to-HubSpot Sync When an Activation Call Is Booked
When a Zoom activation call gets booked from an Intercom chat, enriches the lead in HubSpot, logs the meeting, and posts an AI-written prep brief to the assigned rep in Slack.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
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.