CHATBOTS
Conversational warranty-claim intake bot
A chat agent that walks a customer through serial-number validation, photo upload, and eligibility rules.
How it runs
The automated pipeline, trigger to output.
- TriggerCustomer opens warranty chat
- ActionValidate serial number against product registryAirtable
- ActionCollect and store defect photosDropbox
- LogicApply eligibility rules (window, tier, exclusions)
- ActionWrite structured claim recordAirtable
- OutputOpen linked support ticket and return claim numberZendesk
What it does
Runs an end-to-end warranty intake conversation. The bot greets the customer, asks for the product serial number, validates it against your registry, collects defect photos, applies your eligibility rules (purchase window, warranty tier, exclusions), and on approval creates a structured claim record plus a support ticket so an agent can take it from there.
When to use it
Use it on your help center or in-app chat when warranty requests arrive faster than agents can triage them, and you want every claim captured with the same required fields instead of free-text emails. Best when serial numbers and entitlements live in a queryable table.
How it works
- 1A customer opens the warranty chat, triggering the agent.
- 2The agent asks for and validates the serial number against the Airtable product registry.
- 3It prompts for defect photos and stores them in Dropbox, attaching the links.
- 4Eligibility logic checks purchase date, warranty tier, and exclusion list to approve or decline.
- 5On approval the agent writes a structured claim row to Airtable.
- 6It opens a linked Zendesk ticket and returns the claim number to the customer.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect DropboxFiles and folders.
- 3Connect ZendeskTickets, queues, knowledge base.
- 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 Chatbots workflows
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.
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 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 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 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.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.
