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Customer supportDraft and approveSmall business

Customer review response

Find new reviews, check the customer history, and draft a factual response or private escalation.

What this workflow does

Find new reviews, check the customer history, and draft a factual response or private escalation. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.

What you gain

Public feedback gets a timely, consistent response.

What the AI agent changes

How this worked before

Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.

What the AI agent changes

The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.

Agent trigger

A new public review is posted.

Inputs

  • Process context: review, customer record, service history, response policy, and prior contact
  • Approved policies, ownership, and exception rules

Agent flow

  1. 1

    Assemble the current source material, template, and policy version.

  2. 2

    Draft only claims that can be linked to allowed evidence.

  3. 3

    Prepare a public reply or private recovery escalation and mark every unresolved exception.

  4. 4

    Publish or write back only the approved version.

Human decisions

After step 3

The accountable process owner approves a public reply or private recovery escalation.

Outcome

  • Owner-approved review response
  • Evidence, exceptions, and audit trail

Guardrails

  • Never publish, send, or post without the named approval.
  • Keep templates, policies, and source timestamps visible to the reviewer.

Risks and mitigations

Unsupported claims can enter a customer-facing or regulated record.

Attach evidence to material claims and block approval when citations are missing.

Sources and evidence