Client support
Build a support workflow for your client.
Deliver an agent that answers from a client’s policies and records requests for review. Configure its support destinations and escalation boundaries before handing it over.
- Connected tools
- Zendesk / Gmail / Slack
- The result
- A support ticket, an acknowledgment email, and a team notification.
See the work
behind the answer.
Follow an example from the customer’s request to the records your agent can create.
The customer’s request
“My order arrived with a damaged item. Can someone help with a replacement?”
Simulated records. This walkthrough does not connect to accounts or send anything.
Step 1 of 3 / Zendesk
Open a support ticket
After collecting the order reference, issue, and customer email, the agent creates a ticket for your support team to review.
The request is recorded in your support queue with the customer’s context.
Damaged item / Replacement request
- Requester
- alex@example.com
- Order reference
- ORDER-1042 / Supplied by customer
- Description
- Customer reports one damaged item and asks about a replacement. Purchase and eligibility need review.
- Priority
- Normal
- Tags
- damaged-item, replacement-request
Make it work
the way you do.
These are workflows you can configure with MAAP’s supported tools. Your instructions, connected accounts, and permissions determine what your agent can do.
- 01
Add the policy
Share your return and replacement policy, required order details, and the next steps customers should expect.
- 02
Choose the destination
Connect Zendesk, the client’s authorized Gmail account, and the Slack channel responsible for customer care.
- 03
Define what needs review
Tell the agent to record requests and acknowledge them, while leaving eligibility and fulfillment decisions to your team.
Where your team comes in
This workflow records a support request. It does not verify a purchase, approve a return, issue a refund, or ship a replacement. Those actions need your team and any additional systems you configure.
Google Calendar, Gmail, and approvals are included from free Starter. New calendar and email actions default to your approval before they run. Other integrations unlock at Pro, with $200 in total top-ups. Connect your accounts, grant the required permissions, and enable the tools for your agent. Usage charges and third-party service requirements apply.
Another way
to put MAAP to work.
Explore another workflow your agency can deliver for a client.