CHATBOTS
Split presales chat questions from support tickets automatically
Reads each incoming Zendesk chat, classifies it as a sales opportunity or a support request, answers product FAQs inline for support.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Zendesk chat messageZendesk
- ActionClassify intent and draft support replyOpenAI
- LogicSupport question or sales intent?
- ActionPost answer back to Zendesk chatZendesk
- ActionCreate HubSpot deal for sales intentHubSpot
- OutputAlert account executive in SlackSlack
What it does
Stops sales leads from drowning in your support queue. The workflow classifies every chat by purpose: support questions get an instant answer drafted from your knowledge base, while presales and buying questions are pulled out, turned into a HubSpot deal, and pushed to a sales rep — so revenue conversations never get treated like tickets.
When to use it
One chat widget feeds both support and sales, and good buyers keep getting answered like they have a bug. Use this when you want presales intent routed to revenue while support stays self-serve.
How it works
- 1A new Zendesk chat message triggers the workflow.
- 2OpenAI classifies the message as support or sales intent and drafts a reply when it's a known support topic.
- 3A logic branch splits the two paths.
- 4Support messages get the drafted answer posted back into the Zendesk conversation.
- 5Sales-intent chats create a HubSpot deal with captured context, then a Slack alert notifies the account executive on duty.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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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.
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