How to build a Customer Support Chatbot

This agent streamlines customer support by searching internal knowledge bases, generating concise answers, and automatically recording Q&A pairs in Airtable.

Challenge

Financial advisors and private bankers struggle to quickly access and synthesize up-to-date client information and relevant product details from multiple internal systems before client meetings.

Industry

Finance

Department

Customer Success

Integrations

SharePoint

Airtable

This agent is designed to assist customer support representatives and customers themselves by automating the process of answering customer questions using company knowledge bases (including SharePoint and other sources). When a customer submits a question, the agent searches across selected knowledge bases, retrieves relevant information, and uses a large language model (LLM) to generate a clear, concise answer. The answer, along with the original question, is then transformed into a structured instruction and automatically logged as a new record in Airtable. This ensures that all customer interactions are documented for future reference, analytics, or training, while reducing manual effort and response time for support staff.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.