CHATBOTS

Conversational warranty-claim intake bot

A chat agent that walks a customer through serial-number validation, photo upload, and eligibility rules.

CategoryChatbots
Enginepaperclip
Difficultyintermediate
Triggerchat
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerCustomer opens warranty chat
  • ActionValidate serial number against product registryAirtableAirtable
  • ActionCollect and store defect photosDropboxDropbox
  • LogicApply eligibility rules (window, tier, exclusions)
  • ActionWrite structured claim recordAirtableAirtable
  • OutputOpen linked support ticket and return claim numberZendeskZendesk

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

  1. 1A customer opens the warranty chat, triggering the agent.
  2. 2The agent asks for and validates the serial number against the Airtable product registry.
  3. 3It prompts for defect photos and stores them in Dropbox, attaching the links.
  4. 4Eligibility logic checks purchase date, warranty tier, and exclusion list to approve or decline.
  5. 5On approval the agent writes a structured claim row to Airtable.
  6. 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.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect DropboxFiles and folders.
  3. 3
    Connect ZendeskTickets, queues, knowledge base.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.