CUSTOMER SUPPORT

Macro and KB Gap Brief to Confluence

Monthly, identifies repeated free-text replies that lack both a Zendesk macro and a help-center article.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonthly schedule fires
  • ActionFetch last month's replies + macro catalogZendeskZendesk
  • ActionCluster uncovered replies into topicsOpenAI
  • ActionCheck help-center articles for each topicZendeskZendesk
  • LogicRank gaps; flag missing-both as critical
  • OutputPublish content-gap brief to ConfluenceConfluenceConfluence

What it does

It connects macro gaps to documentation gaps. Once a month it mines recurring agent replies that have no saved macro, then cross-checks each cluster against your Zendesk help-center articles. Topics missing both a macro and an article are flagged as high-priority content gaps. Everything is assembled into a single Confluence brief that gives docs and support a shared, prioritized worklist.

When to use it

Use it for the recurring content-planning cycle, when support and documentation teams sit down to decide what canned responses and articles to build next quarter.

How it works

  1. 1A monthly schedule kicks off the run.
  2. 2Fetch the last month's agent replies plus the macro catalog from Zendesk.
  3. 3An OpenAI step clusters uncovered repeated replies into topics.
  4. 4Search the help-center articles to check whether each topic is documented.
  5. 5A logic step ranks gaps, marking topics missing both a macro and an article as critical.
  6. 6Publish the prioritized content-gap brief as a Confluence page for the teams.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZendeskTickets, queues, knowledge base.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect ConfluenceSpaces, pages, blueprints.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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