Automating Customer Support Performance Monitoring Workflow with AI Insights

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**Workflow Steps:**

πŸ•’ **Start Workflow:** Use a cron node to set the workflow to run daily or weekly.

πŸ“Š **Collect Ticket Data:** Use the HTTP Request node to perform an API call to your customer support platform, collecting the relevant ticket data.

πŸ” **Format Extracted Data:** Use a Function node to translate ticket data into a more manageable JSON format that includes ticket ID, time-stamps, resolution status, and customer feedback scores.

πŸ“ˆ **Calculate Performance Metrics:** Use another Function node to compute key metrics such as resolution time, ticket distribution by category, and customer satisfaction rates.

πŸ’‘ **Prepare Data for AI Analysis:** Structure the raw data into prompts for an AI service, like ChatGPT or OpenAI’s API. Use a Set node to condense the data into trends for analysis.

🧠 **Get AI Insights:** Use an Execute Command node to submit prompts to the AI via API for analysis.

πŸ“Š **Aggregate AI Insights:** Collect the AI’s responses and use another Function node to bundle the insights into useful takeaways.

🎯 **Compare Against Targets:** Use an IF node to contrast metrics against targets and assign a Red, Amber, or Green status using JavaScript conditions in a Function node.

πŸ’Ύ **Store Metrics and Trends:** Use a Google Sheets node to save the metrics and AI insights for future reference.

πŸ“„ **Create Report:** Use a Template node to compile the metrics, trends, RAG statuses, and AI insights into one accessible report.

πŸ“§ **Distribute Report:** Set up an Email Sender node to send your report to managers on a pre-determined mailing list.

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🚨 **Log Errors:** Use an Error Trigger node to catch workflow execution errors and alert the support team via Webhook or Slack nodes.

πŸ›‘ **End Workflow:** Use a No Operation, Dummy node to mark the end of the workflow.

πŸ“… **Review Workflow:** Each month, use a Google Calendar node to cue internal reviews of the workflow’s efficiency.

**Tools/Scripts/APIs Used:**

– HTTP Request node
– Google Sheets node
– ChatGPT or OpenAI’s API
– Functional nodes for data manipulation
– Email Sender node
– Execute Command node
– Cron node
– Template node
– Google Calendar node
– Error Trigger node

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