Automation playbook · AI Support Assistant

Instant answers, around the clock.

Your team answers the same questions every day, while customers wait hours for replies that could take seconds. Hiring more support staff doesn't scale.

Get this built for youWatch it run

Trigger: Customer question
Automated steps: 6
Typical run time: ~4s
Replaces: ~12 min by hand

The workflow

How it works, step by step.

Triggered by: customer question. Every step runs automatically, with logging, error handling and alerts built in.

Ready · AI Support Assistant

Question received
A customer asks via chat, email or your help center.
Chat widget
Knowledge searched
The assistant finds relevant answers in your docs and policies.
Knowledge base
Answer drafted
A clear, on-brand reply with the source cited.
AI model
Confidence check
Uncertain or sensitive? It goes to a human instead.
Guardrails
Reply or handoff
Answered instantly, or escalated with full context.
Helpdesk
Gaps logged
Unanswered questions logged to improve your docs.
Analytics

Automated

—

Done by hand

~12 min

Faster

—

Outcomes

What you get back.

Customers get accurate answers in seconds
Your team focuses on complex, high-value conversations
Consistent answers aligned with your policies
Clear insight into what customers ask most

What's included in the build

Knowledge base ingestion and indexing
Chat widget, email or helpdesk integration
Source citations and confidence thresholds
Human handoff with conversation context
Tone and policy guardrails
Analytics and continuous improvement

Works with

OpenAI
Claude
Intercom
Zendesk
Help Scout
Crisp
Notion
Google Drive

Built with

The services behind it.

AI Agents & AssistantsPractical AI agents that qualify leads, answer questions and process documents.Web Apps & SaaSCustom web apps, portals and SaaS products, from MVP to scale.

FAQ

Good questions.

The things teams usually ask about this workflow.

What happens when the AI doesn't know the answer?

It says so and hands the conversation to your team with the full context, instead of guessing.

How long does it take to train?

There's no lengthy training. We connect your existing documentation, test against real customer questions, and refine before launch.

More playbooks

Free strategy call · 30 minutes

Want this running in your business?

In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.

You'll walk away with

Where you're losing time and leads today
The quick wins worth doing first
A recommended approach, timeline and budget range
Honest advice, even if we're not the right fit

Prefer email? hello@deltacreationco.com or send us a brief.