Channels, categories and priority levels
03
Connected support
Useful answers without losing customer context.
The agent checks a controlled knowledge base, resolves repetitive requests and prepares a complete summary whenever a person needs to continue the case.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE CUSTOMER SERVICEHow an enquiry travels through the system
Flow simulation, not live executionTicket / MensajeEmail, Chat & Redes
CategorizaciónMotivo & Prioridad
Búsqueda RAGBase de Conocimiento
Reglas de ResoluciónValidación de Respuesta
Registro HelpdeskHistorial & Cliente
Respuesta AsistidaInstrucciones Claras
Escalado HumanoTransferencia con Contexto
PASO 1 · RECEPCIÓN DE TICKETTicket / Mensaje
Entrada Multicanal de SoporteEl cliente inicia un caso por chat, email o portal de asistencia.
- 1. Ticket / MensajeEmail, Chat & Redes
- 2. CategorizaciónMotivo & Prioridad
- 3. Búsqueda RAGBase de Conocimiento
- 4. Reglas de ResoluciónValidación de Respuesta
- 5. Registro HelpdeskHistorial & Cliente
- 6. Respuesta AsistidaInstrucciones Claras
- 7. Escalado HumanoTransferencia con Contexto
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
Help deskEmailKnowledge baseCRMn8nInternal systemsOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
Internal systemsn8nCRMKnowledge baseEmailHelp deskMakeZapierMercadoPagoTypeformGmailOutlookSupabasePostgreSQLZoho CRMIntercomGoogle SheetsMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Help deskEmailKnowledge baseCRMn8nInternal systems
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Knowledge sources and access permissions
Allowed responses and resolution limits
Escalation conditions and responsible team
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Shorter first-response time
Consistent resolution of common questions
Human escalation with history and relevant details
Recurring-topic detection for process improvement
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
AWSAzureGoogle CloudHubSpotSalesforceAnthropicOpenAIn8n
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orkelya.comEnterprise AI · B2B Diagnostic
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