CUSTOMER SUPPORT
AI Triage Agent for High-Value Detractor Accounts
When a detractor CSAT response comes from a high-value account, an agent reads the full ticket history, drafts a tailored recovery plan and apology email, logs it to HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerZendesk detractor CSAT ratingZendesk
- LogicContinue only for high-value accounts
- ActionAgent assesses churn risk, drafts recovery plan
- ActionLog assessment to HubSpot company recordHubSpot
- OutputPage account manager via PagerDutyPagerDuty
What it does
For detractor surveys tied to your highest-value accounts, this runs an agent that reads the customer's recent ticket and survey history, decides whether the dissatisfaction signals churn risk, and produces a concrete recovery plan plus a draft apology email. It records the assessment on the HubSpot company record and pages the account manager so a senior human can act quickly.
When to use it
Use this when an unhappy enterprise or top-tier customer needs more than a generic alert — they need a contextual, judgment-driven response. It reserves human attention for the accounts where churn would hurt most.
How it works
- 1A Zendesk webhook fires on a new detractor CSAT rating.
- 2A logic step continues only when the requester's account exceeds a revenue or tier threshold.
- 3An agent action reads recent tickets and survey comments, assesses churn risk, and drafts a recovery plan and apology email.
- 4An action writes the risk assessment and plan to the HubSpot company timeline.
- 5The final step pages the assigned account manager via PagerDuty with the summary and draft.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 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.
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Run this workflow in your colony.
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