CUSTOMER SUPPORT
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.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst customer email in FrontFront
- ActionLook up customer plan and signup metadata
- ActionSelect and order onboarding videos for the planOpenAI
- ActionResolve Loom share linksLoom
- ActionCompose sequenced welcome replyOpenAI
- OutputSave reply as Front draftFront
What it does
New customers often ask several setup questions at once. This workflow detects a customer's first inbound email in Front, reads what they're trying to set up, and assembles a short ordered sequence of Loom onboarding walkthroughs (account setup, then first integration, then inviting teammates). It writes the whole thing as a ready-to-send Front draft.
When to use it
Use it for onboarding-heavy inboxes where the first reply sets the tone. It gives every new customer a consistent, video-led welcome without an agent hand-building the sequence each time.
How it works
- 1A new conversation arrives in Front and is identified as a customer's first contact.
- 2The workflow looks up the customer's plan and signup metadata from your records.
- 3OpenAI selects and orders the relevant Loom onboarding videos for that plan and stated goal.
- 4It resolves the chosen Loom share links.
- 5OpenAI composes a warm, step-by-step reply weaving the videos into a sequence.
- 6The reply is saved as a draft on the Front conversation for the agent to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect LoomVideo transcripts, libraries.
- 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 Customer Support workflows
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.
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.
Tell Intercom users their reported bug shipped after a Vercel deploy
On a successful Vercel production deployment, match the release's resolved Sentry issues to Intercom conversations and message each affected user that their reported issue is…
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.