CUSTOMER SUPPORT

Zendesk macro + doc deflection suggester on new tickets

When a new Zendesk ticket arrives, finds the best-matching existing macro and Confluence help article, then posts both as a private agent note so the rep can deflect in one click.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Zendesk ticket createdZendeskZendesk
  • ActionClassify intent and extract topics (OpenAI)OpenAI
  • ActionFetch active macros from ZendeskZendeskZendesk
  • ActionSearch candidate articles in ConfluenceConfluenceConfluence
  • LogicRank matches and gate on confidence
  • OutputPost internal note with macro + doc suggestionZendeskZendesk

What it does

Every new Zendesk ticket gets read by an LLM that classifies the customer's intent, then matches it against your existing macro library and your Confluence knowledge base. The workflow posts an internal note on the ticket suggesting the single best macro to send and the one help article that most likely answers the question, so a rep can resolve common issues without writing anything from scratch.

When to use it

Use this when your team rewrites the same answers daily and you already have a decent macro set plus a Confluence help center, but reps forget what exists. It shortens first response time and keeps answers consistent without auto-replying to the customer.

How it works

  1. 1A new ticket created in Zendesk fires the trigger.
  2. 2OpenAI classifies the ticket's intent and pulls the key topic phrases.
  3. 3The flow fetches the active macro list from Zendesk and the candidate articles from Confluence.
  4. 4OpenAI ranks them and picks the top macro plus the top doc, with a confidence score.
  5. 5If confidence is high enough, it posts an internal-only note on the ticket with both suggestions and a one-line rationale.

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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