Problem It Solves

Support teams often drown in repetitive questions (order status, return policies, basic troubleshooting) that live agents must handle manually. This leads to long wait times, frustrated customers, and overloaded ticket queues. By deploying an AI‐powered chat widget that draws on your existing knowledge base, you provide instant answers and route only unresolved issues to your agents, reducing ticket volume, speeding up response times, and improving customer satisfaction.

Process Overview

1. We choose an AI chat platform (e.g., Landbot, Tidio, or another Zapier‐compatible widget) and embed its code snippet on your website.

2. Upload or connect your knowledge base (FAQs, help articles, product documentation) so the AI can learn your content.

3. A visitor opens the chat widget and asks a question; the AI searches your knowledge base in real time and provides an answer.

4. If the AI cannot resolve the query or if the visitor requests human help (e.g., “Talk to an agent”), Zapier creates a new ticket in your helpdesk (Zendesk, Freshdesk, etc.) or email queue.

5. The support agent is notified (via email, Slack, or ticketing tool) with the full conversation transcript.

6. Optionally, the AI chat can collect visitor details (Name, Email, Order Number) to prepopulate the ticket and speed up resolution.

Key Features & Capabilities

• No-Code Embeddable Widget
  Copy and paste a code snippet into your site’s header or footer—no developer required.

• Knowledge Base Training
  Connect or upload your existing FAQs, help center articles, and documentation so the AI can answer common questions accurately.

• Instant FAQ Answers
  Visitors get immediate responses to routine queries (shipping info, password reset, return policy) 24/7—no agent needed.

• Ticket Routing for Unanswered Queries
  When the AI can’t resolve a question or the user requests human support, Zapier automatically opens a ticket in your helpdesk or sends an email to your support team.

• Customizable Branding & Messages
  Apply your logo, colors, and greeting text so the chat feels like a seamless part of your brand experience.

• Data Capture & Context
  Collect visitor details (Name, Email, Order Number) during the conversation to prefill tickets and provide agents with full context.

• Analytics & Reporting
  Track deflection rates (how many questions the AI answered), ticket handoffs, and common customer pain points—so you can continuously improve your knowledge base.

Typical Use Cases

• E-Commerce Store
  An online retailer embeds the AI chat to answer questions about order tracking, size charts, and return policies. If the AI can’t resolve an order issue, it automatically creates a Zendesk ticket with the customer’s details, so agents handle only the complex cases.

• SaaS Company
  A software vendor uses the AI chat to guide users through setup, troubleshooting, and feature questions. When a user types “I need a live demo,” the AI routes that request by creating a HubSpot ticket and sending a Slack alert to the sales team.

Prerequisites & Client Responsibilities

• Website Embedding Access
  You need the ability to add code snippets (JavaScript) to your site’s header/footer or embed a widget via your CMS (WordPress, Shopify, Squarespace, etc.).

• AI Chat Provider Account
  Sign up with a Zapier‐compatible conversational AI platform (e.g., Landbot, Tidio) and obtain the embed code and API credentials.

• Knowledge Base Connection
  Provide your existing FAQs, help articles, or documentation in a format the AI platform accepts (e.g., CSV, HTML, or via a helpdesk integration).

• Helpdesk or Ticketing Integration
  If you want unresolved queries routed to a ticketing system, share API credentials for your helpdesk (Zendesk, Freshdesk, Intercom, etc.) or an email account for ticket creation.

• Brand Assets
  Supply your logo, brand colors (hex codes), and any custom welcome text or bot persona details.

• Notification Channels
  Decide how agents should be alerted when a ticket is created—email address, Slack channel, or direct integration with your support tool.

• Team Permissions
  Identify who needs “Viewer” access (to monitor chat analytics) vs. “Editor” access (to manage chat settings, knowledge base updates, and Zapier flows) in both Zapier and your AI chat platform.

Pricing

• One-Time Setup: $500
  (Embed the AI chat widget, connect or upload your knowledge base, configure ticket‐routing Zaps, and test end‐to‐end.)

• Monthly Support: $100/month
  (Maintain chat and Zapier integrations, update knowledge base content, adjust ticketing workflows, and troubleshoot any issues.)