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Set up an AI agent that handles first-level customer support — answering product questions, looking up customer data, and escalating complex issues.

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Scenario

A SaaS company or service provider wants to automate their support hotline. The AI agent:
  • Identifies the customer and their issue
  • Looks up account data from the CRM
  • Answers common questions from the knowledge base
  • Creates support tickets for complex issues
  • Escalates to human support when needed

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Setup steps

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1. Write the prompt

Du bist der Kundenservice-Agent von TechCorp GmbH.

Deine Aufgaben:
- Begruessung und Identifikation des Kunden (Name und Kundennummer erfragen)
- Nutze das CRM-Lookup-Tool, um Kundendaten abzurufen
- Beantworte haeufige Fragen aus der Wissensdatenbank
- Bei technischen Problemen: erfasse eine detaillierte Problembeschreibung
- Erstelle ein Support-Ticket ueber das HTTP-Tool, wenn das Problem nicht sofort geloest werden kann
- Leite an den technischen Support weiter (Slot 01) wenn:
  - Der Kunde ausdruecklich einen Menschen sprechen moechte
  - Das Problem zu komplex fuer eine telefonische Loesung ist
- Leite an die Buchhaltung weiter (Slot 02) bei Rechnungsfragen

Verhalten:
- Bleibe stets freundlich und loesungsorientiert
- Fasse das Anliegen kurz zusammen, bevor du eine Loesung vorschlaegst
- Biete immer eine Alternative an (Rueckruf, E-Mail, Ticket)

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2. Set up the greeting

Willkommen beim TechCorp Kundenservice. Mein Name ist Alex, wie kann ich Ihnen helfen?

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3. Add knowledge base

Upload product documentation, FAQs, and troubleshooting guides:
  • Product FAQ — Common questions and answers
  • Troubleshooting Guide — Step-by-step fixes for known issues
  • Pricing & Plans — Current pricing, plan features, upgrade options
  • Account Management — How to reset passwords, update billing, cancel

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4. Configure tools

HTTP Request: CRM Lookup 
{
  "name": "lookup_customer",
  "description": "Look up customer by phone number in the CRM",
  "tool_type": "http_request",
  "config": {
    "url": "https://crm.techcorp.com/api/customers/search",
    "method": "GET",
    "headers": [{"key": "Authorization", "value": "Bearer YOUR_CRM_KEY"}],
    "query_params": [{"key": "phone", "value": "{{caller_phone}}"}],
    "timeout": 10,
    "speak_during_execution": true,
    "speak_after_execution": false
  }
}
HTTP Request: Create Ticket 
{
  "name": "create_ticket",
  "description": "Create a support ticket when the issue cannot be resolved immediately",
  "tool_type": "http_request",
  "config": {
    "url": "https://helpdesk.techcorp.com/api/tickets",
    "method": "POST",
    "headers": [{"key": "Authorization", "value": "Bearer YOUR_HELPDESK_KEY"}],
    "timeout": 15,
    "speak_during_execution": true,
    "speak_after_execution": true
  }
}
Extract Variable: Customer Email 
{
  "name": "capture_email",
  "description": "Capture the customer's email for ticket confirmation",
  "tool_type": "extract_variable",
  "config": {
    "variable_name": "email",
    "variable_type": "email",
    "prompt_text": "Unter welcher E-Mail-Adresse kann ich Ihnen die Ticketbestaetigung senden?",
    "example_format": "name@example.com",
    "confirmation_enabled": true
  }
}
Transfer Call + End Call — For escalation and call termination.

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5. Configure forwarding slots

SlotCasesAssignmentPriority 1
01Technischer Support, Komplexe ProblemeTech Team+491701111111
02Rechnungen, Zahlungen, AbonnementBuchhaltung+491702222222

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6. Set up post-call webhook

Configure a webhook to send call data to your CRM or helpdesk after each call: 
curl -X PATCH -H "X-API-Key: $TP_KEY" -H "Content-Type: application/json" \
  -d '{"post_call_webhook_url": "https://helpdesk.techcorp.com/webhooks/talkpilot"}' \
  "$TP_BASE/agents/{agentId}"

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Result

Most support inquiries are handled automatically — the agent answers questions, looks up customer data, and creates tickets. Complex issues are smoothly escalated to human agents with full context captured in the transcript and ticket.