CUSTOMER SUPPORT
Agentic Root-Cause Investigation and Fix-Plan Board
On demand, an agent investigates the top recurring ticket cluster end to end — reading tickets, checking the KB and code issues.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator triggers investigation for a cluster
- ActionRead representative ticketsZendesk
- ActionSearch KB and related Linear issuesLinear
- LogicDiagnose root cause and classify fix type
- ActionDraft macro and KB outlineOpenAI
- OutputWrite investigation brief to Notion boardNotion
What it does
Takes the single highest-volume recurring cluster and runs a full investigation as an autonomous agent. It reads the underlying tickets, searches the existing knowledge base, checks whether engineering already tracks a related issue, and produces one consolidated brief: the diagnosed root cause and a concrete plan covering a customer-facing fix, a draft macro, and a KB action.
When to use it
Use it when a cluster is clearly hurting and you want a thorough, reasoned write-up and action plan rather than just a count — the deep-dive a senior agent would do, on demand.
How it works
- 1An operator triggers the run for a chosen cluster.
- 2The agent pulls the cluster's representative tickets from Zendesk and reads the conversations.
- 3It searches existing Help Center articles and queries Linear for any related engineering issue.
- 4It reasons over the evidence to diagnose the root cause and decide whether the fix is content, configuration, or code.
- 5It drafts a recommended macro and a KB outline grounded in the findings.
- 6It writes a structured investigation brief and action checklist to a Notion board for review.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect NotionPages, databases, comments.
- 3Connect LinearIssues, projects, cycles, triage.
- 4Connect OpenAIModels, embeddings, files.
- 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.
More Customer Support workflows
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.
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…
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.