CUSTOMER SUPPORT
CEO Standup Prep Agent for Escalation Owners
An agent investigates each open escalation, drafts a recommended next action and owner per ticket.
How it runs
The automated pipeline, trigger to output.
- TriggerPre-standup morning schedule
- ActionPull open escalations with historyZendesk
- LogicAgent drafts action + owner per ticket
- LogicGroup: needs decision / in progress / closeable
- OutputPost decision-ready brief to standupMicrosoft Teams
What it does
Goes beyond summarizing: an agent reads each open escalation, reasons about what should happen next, proposes an owner and a concrete action, and produces a brief the team can act on in standup rather than just hear about.
When to use it
Use it when standup degenerates into reading ticket subjects aloud with no decisions made. Best for teams that want the CEO/agent layer to do the thinking and hand humans a recommended plan.
How it works
- 1A pre-standup schedule fires each morning.
- 2The agent pulls all open escalations from Zendesk, including history and prior internal notes.
- 3For each ticket the agent assesses sentiment, blocker, and aging, then drafts a recommended next action and a suggested owner role.
- 4A logic pass groups tickets into 'needs decision', 'in progress', and 'safe to close', flagging anything aging past SLA.
- 5The agent assembles a decision-ready brief and posts it to the standup Teams channel, leading with the items that need a human call.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Customer Support workflows
Close the loop with requesters when a Linear bug moves to Done
When a Linear issue created from a support escalation moves to Done after deploy, look up the originating Zendesk tickets and notify each requester that their reported bug is…
Reopen and notify Front conversations when their bug fix deploys
When a deploy resolves a Sentry issue, find the snoozed or closed Front conversations linked to it, reopen them, and send the customer a reply that the fix is now live.
Suggest the right Loom video by classifying Intercom message intent
Reads each new inbound Intercom conversation, classifies what the customer is trying to do, and surfaces the best-matching Loom walkthrough to the agent as an internal note.
Draft personalized fix-live replies for support to review
When a Sentry issue resolves, an agent reads each linked ticket's full thread and drafts a tailored 'your fix is live' reply per requester.
Send a tailored Loom onboarding sequence on Front first-reply
When a new customer's first email lands in Front, this picks the Loom onboarding walkthroughs matching their plan and use case, builds a friendly sequenced reply.
Article Volume-Rebound Early Warning (Datadog)
Streams support ticket-tag events into Datadog, watches for topics whose volume is reaccelerating against a decaying article.
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.