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Challenge

Respond faster without losing the human touch

Small teams often answer the same questions again and again. The support agent reduces repeated replies while still collecting enough context for a person to step in when needed.

Solution

A support workflow built around intent, answers, and handoff

Intent detection

Classifies incoming questions by need, urgency, and customer type before choosing the next response path.

Guided answers

Uses approved service information, product details, and business rules to reply with consistent answers.

Context capture

Collects the customer name, issue, timeline, and required documents before escalation.

Human handoff

Routes uncertain, sensitive, or high-value conversations to a person with a clean summary.

Tools

Product building blocks

AI assistant flow Knowledge base prompts Conversation summary CRM-ready handoff
Impact

What this agent delivers

Build Approach

Designed for a practical first launch

The first version starts with a narrow knowledge base, a few high-value intents, and clear fallback rules.

From there, the agent can be connected to forms, WhatsApp, website chat, email workflows, or internal CRM tools.

Launch checklist

  • Define the questions the agent can answer safely
  • Prepare approved answer sources and escalation rules
  • Test the agent with real customer examples
  • Review transcripts and improve the workflow weekly

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