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About This Automation
Post-go-live support requires consolidating requests from multiple channels, manually logging tickets, and searching scattered documentation to answer client questions.
Automation monitors all incoming channels, logs requests with duplicate detection, retrieves relevant documentation instantly, and publishes knowledge base articles automatically.
Key features:
Monitor incoming requests across email, messaging, and phone channels simultaneously
Log support tickets automatically with customer and priority assignment
Detect and prevent duplicate ticket creation from the same issue
Search deployment documentation and knowledge base for existing solutions
Route requests to the correct support engineer based on expertise and availability
Publish knowledge base articles automatically once drafted and reviewed
The issues teams report most often with this process
#
Friction point
Companies Report This
1
Scattered documentation sources
Support engineers waste time searching multiple folders and inconsistently named documents to find deployment notes and configuration details.
80%
2
Duplicate ticket creation
Similar requests are logged multiple times because coordinators lack visibility into existing tickets, creating redundant work.
67%
3
Manual handover tracking
Spreadsheet-based checklists are not linked to actual ticket data, making it impossible to verify true completion status.
53%
4
Slow knowledge base publishing
Articles drafted in separate tools must be manually copied and tagged, delaying publication and creating version control issues.
40%
5
Multi-channel request consolidation
Support requests arrive via email, messaging, and phone, requiring manual review and consolidation before logging.
26%
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more
Automation readiness
How well-suited this process is for automation
Process Pain Score™Manual consolidation across channels, duplicate logging, and scattered.
8.5/ 10
AI Fit Rating™Request routing, duplicate detection, and documentation search are highly.
8.6/ 10
Automation Lift Index™Automation reduces response time from hours to minutes and eliminates manual.
8.1/ 10
Hidden Overhead™Context switching between channels, searching multiple document repositories.
7.3/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Support Request Arrivestrigger
A new email, message, or phone note is received from the client. The automation platform monitors all three channels and captures the request with metadata (sender, timestamp, channel, subject).
2. Route
The request is automatically logged with the correct customer, priority level, and assigned team based on the issue category. Duplicate detection prevents the same request from being logged twice.
3. Analyze Issue and Search Knowledge Base
The automation reads the request, searches the knowledge base and deployment documentation, and determines if an answer already exists. If a match is found, the automation retrieves the relevant article.
4. Answer Found?
If a knowledge base article or documented solution exists, the automation sends it to the client. If not, a new article must be drafted by a human engineer.
5. Send Solution via Email
The solution and relevant knowledge base link are automatically sent to the client, with the ticket marked as awaiting confirmation.
6. Draft New Knowledge Base Article
If no solution exists, a support engineer manually drafts a new knowledge base article with screenshots and step-by-step instructions. This step remains manual because it requires judgment and domain expertise.
7. Publish to Knowledge Base
Once drafted, the article is automatically transferred, tagged with keywords, and linked to the open ticket.
8. Update Handover Checklist
The automation updates the handover checklist, marking the relevant item as complete and recording the ticket resolution date and knowledge base article link.
Everything you need to know before mapping this process.
Automation monitors email, messaging, and phone simultaneously, consolidating all incoming requests into a single ticketing system so nothing is missed or duplicated.