Step 1: Receive Customer Inquiry (Trigger Node): Start the workflow with a 'Webhook' node for web form submissions or an 'Email Trigger' node (e.g., IMAP/SMTP) for inbound support emails. Configure the trigger to capture the customer's message, contact information, and any relevant metadata.
Step 2: Summarize Customer Query (LLM Node): Connect the trigger to an 'OpenAI' or 'Google Gemini' node. Use a prompt to instruct the LLM to 'Summarize the following customer inquiry concisely, extracting the core issue and customer intent.' This provides a quick overview for subsequent steps.
Step 3: Classify Inquiry Intent (LLM Node): Add another LLM node. Prompt it to 'Classify the summarized inquiry into one of the following categories: [Billing, Technical Support, Product Inquiry, General Feedback, Sales, Other].' Output the classification as a single word or phrase. This helps in routing.
Step 4: Attempt AI-Powered Answer (RAG Workflow Integration - Optional but Recommended): If the query is a common FAQ, integrate a sub-workflow or a 'Code' node that queries your vector database (as learned in Chapter 11) using the inquiry summary. If a relevant answer is found, store it for potential use.
Step 5: Decision Logic for Resolution/Escalation (If Node): Use an 'If' node to evaluate the inquiry. Conditions could include: 'Is a RAG answer available and confident?' or 'Is the classified intent a simple FAQ?' If resolved by AI, proceed to generate a response. Otherwise, escalate.
Step 6: Generate Personalized Response (LLM Node - If AI Resolved): If the AI can resolve the query, use an LLM node to 'Generate a polite, helpful, and personalized response to the customer based on their original inquiry and the provided AI resolution.' Include the customer's name and relevant details.
Step 7: Route to Human Agent / Create Ticket (CRM/Helpdesk Node - If Escalated): If the AI cannot resolve the query or it requires human intervention, connect to your helpdesk or CRM system (e.g., 'Zendesk', 'HubSpot', 'Salesforce' node). Create a new ticket, assign it to the department identified in Step 3, and populate it with the original inquiry and the LLM-generated summary. Include a flag for AI escalation.
Step 8: Notify Customer (Email Send Node): Regardless of resolution path, send an email to the customer using an 'Email Send' node (e.g., 'SMTP', 'SendGrid'). If resolved by AI, send the personalized answer. If escalated, send an acknowledgment confirming receipt and expected human follow-up, mentioning the assigned department.
Step 9: Log Activity (Log Node): Add a 'Log' node at the end of the workflow to record the inquiry, classification, resolution path (AI or human), and any generated responses for auditing and performance analysis.