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Customer care · WORKFLOW

Customer request to coordinated response

An unpublished example: enrich a customer request with Airtable, prepare a response with an agent, route urgency through the Decision Engine, review escalation, then coordinate Slack, Linear and Airtable. Replace example resource identifiers and connect accounts before publishing.

9 stepsticket event triggerAI decision
01 / HOW IT WORKS

See the path before you use it.

TRIGGERCustomer request
OPERATIONFind the account
AGENTSupport triage agent
CONDITIONNeeds escalation?
APPROVALReview escalation
OPERATIONNotify the team
OPERATIONCreate an issue

And 2 more steps in the editable workflow.

02 / BEFORE YOU PUBLISH

What it needs from you.

Configure the agent, Decision Engine and Airtable, Slack and Linear accounts before publishing. This installs an unpublished example.

Opens as an unpublished draft Your credentials stay in your workspace Connect airtable in your workspace Connect slack in your workspace Connect linear in your workspace