Templates

Phone Support Email Automation

Streamline email management for customer service phone support teams.

Customer Service & Support

What This Agent Does

Streamline email management for customer service phone support teams.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: call request, follow-up, escalation, complaint, issue resolution OR from: customersupport@company.com, @helpline.com

THEN DOES

1. Search knowledge base for customer issue resolution protocols and recent call logs related to the email. 2. For call requests, forward to appropriate phone support representative based on issue type and urgency. 3. For follow-ups, reply with status update and expected resolution timeline, then forward to customer support manager if unresolved. 4. For escalations, forward immediately to tier 2 support with 'urgent' label, including customer call details. 5. For complaints, reply with acknowledgment and forward to quality assurance team with 'complaint-review' label. Finally, mark email as read.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.