Flow description
Purpose and benefits
Workflow Overview: Chatbot With FreshChat Integration
This workflow enables a customer support chatbot that is tightly integrated with FreshChat. It is designed to automatically answer user queries using your business’s internal knowledge base, and if needed, seamlessly escalate conversations to a human support agent via FreshChat. The flow provides a scalable and automated way to handle routine inquiries, ensuring users get instant help, while also allowing for smooth handover to live agents for complex or unresolved issues.
Step-by-Step Workflow Description
1. Chat Initialization and Welcome Message
- Trigger: When a user opens the chat, the
ChatOpenedTrigger
node activates. - Response: The flow immediately sends a friendly welcome message using the
MessageWidget
, which is displayed via the ChatOutput
. The message introduces the AI support bot, explains its capabilities, and reassures users that a human agent is available if needed.
- Input Collection: The
ChatInput
node captures messages or file uploads from users. - Chat History: The
ChatHistory
node maintains the conversation context, which helps the AI provide coherent and relevant responses.
3. Automated Answering with Knowledge Base Search
- Document Retrieval: The
DocumentRetriever
node is used to search the internal knowledge base for information relevant to the user’s question. - Tool Calling Agent: The core logic is managed by the
ToolCallingAgent
node, which:- Receives the user’s message, chat history, and results from the document retriever.
- Uses a system prompt to ensure the AI acts as a technical support specialist for your specific business.
- Answers in the same language as the user, greets appropriately, and refers to internal documentation to answer questions.
4. Human Escalation Logic
- If the AI cannot find a satisfactory answer in the knowledge base:
- For English queries: The bot prompts the user to connect with a real agent.
- For non-English queries: The bot first asks if the user is willing to be connected with an English-speaking agent. If confirmed, it offers the handover.
- This escalation mechanism is powered by the
FreshChatHumanAssistToolComponent
, which integrates with FreshChat to transition the conversation to a human agent.
5. Response Display
- All responses from the AI or escalation messages are output to the chat interface using the
ChatOutput
node, ensuring a smooth and interactive user experience.
Components and Their Roles
Node Name | Function |
---|
ChatOpenedTrigger | Detects when a user opens the chat. |
MessageWidget | Displays the welcome message. |
ChatOutput | Shows messages to the user. |
ChatInput | Collects user input and file uploads. |
ChatHistory | Stores and retrieves the chat conversation history. |
DocumentRetriever | Searches internal knowledge sources for answers. |
ToolCallingAgent | Orchestrates responses, chooses between answering or escalating to a human. |
FreshChatHumanAssistTool | Integrates with FreshChat for handover to human agents. |
Why This Workflow Is Useful
- Scalability: Automates the majority of support queries, reducing the load on human agents.
- Consistency: Ensures users receive accurate information sourced from your internal knowledge base.
- 24/7 Support: Provides instant answers at any time, improving customer satisfaction.
- Seamless Human Escalation: Ensures customers can always reach a real person when needed, without friction.
- Multilingual Support: Detects user language and adapts both responses and escalation offers accordingly.
- Improved Efficiency: Human agents only handle questions that the AI cannot resolve, letting your team focus on complex issues.
Ideal Use Cases
- Businesses seeking to automate technical and product support using AI.
- Scenarios where instant, consistent responses are needed with the option for human escalation.
- Companies using FreshChat who want to blend automation with live support for optimal customer experience.
In summary, this workflow provides a robust, automated customer support solution that leverages your internal knowledge base and FreshChat integration, making support operations more efficient, scalable, and user-friendly.