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Customer Support Auto-Responder

Delivers fast, consistent, policy-aligned responses that boost customer satisfaction and trust. It pulls ticket and email details, searches a Knowledge Base, and generates on-brand reply drafts.
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Overview
Customer Support
Workflow

What does this mean?

Delivers fast, consistent, policy-aligned responses that boost customer satisfaction and trust while cutting repetitive writing and follow-ups.

How it works?

Pulls ticket and email details with prior conversations, then searches a centralized Knowledge Base of documentation, knowledge articles, FAQs, and past tickets to generate an on-brand reply draft with cited sources and suggested next actions—directly inside the help desk or email client.

Workflow steps

Step 1: Trigger on new ticket or email

The Workflow activates automatically when a new support ticket arrives in your help desk or a customer email lands in your inbox.

Step 2: Pull ticket and conversation history

Cassidy extracts the ticket or email details—including the customer's question, prior conversation threads, and any relevant metadata—to understand the full context of the request.

Step 3: Search the Knowledge Base

The Workflow searches your centralized Knowledge Base of documentation, knowledge articles, FAQs, and past resolved tickets to find the most relevant information for the customer's issue.

Step 4: Generate on-brand reply draft

Cassidy drafts a policy-aligned response that addresses the customer's question directly, includes cited sources from your Knowledge Base, and suggests next actions—all written in your company's voice.

Step 5: Route for human review

The draft reply is sent to a support team member for quick approval or editing, keeping a human in the loop before any response goes out.

Step 6: Send and log the response

Once approved, the reply is delivered directly inside the help desk or email client, with the interaction logged for full visibility and future reference.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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