Support escalation without losing the context

Use approved answers and pass unresolved questions to a person with the record.

Routine support can use approved answers without handing every decision to an AI employee. This illustrative process pairs the answer with a ticket update and a clear route for unresolved questions.

Start with the information your business approves. Define which requests the workflow can handle and which need a person, especially sensitive situations or questions outside the available information.

Send the record and the unresolved question with the escalation. Your team should not have to ask the customer to explain everything again because the handoff lost the context.

Start with the workflow, not the tool.
PayrollZero workflow principle

Measure resolved routine requests, appropriate escalations and the time spent reviewing them. AI can make mistakes, so testing and oversight remain part of the job. Explore your support workflow in the fit check.

Illustrative workflow, not a client result: Map the job
Start with the job

Your AI workforce. Built and run for you.

We design, build, install and run AI employees around your tools and business rules. Start with the recurring work your team keeps chasing.

Illustrative workflow, not a client result: Approved actions
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