LET’S CONNECT

AI CUSTOMER SUPPORT AGENT

RESOLVE ROUTINE QUESTIONS. ESCALATE WHAT MATTERS.

Hubflow builds and manages an AI employee that answers approved customer questions, collects the right information, updates your support systems and transfers complex issues to your team with the full conversation context.

Trained on your approved knowledge Connected to your support tools Monitored by Hubflow
LET’S CONNECT

FROM CUSTOMER QUESTION TO THE RIGHT OUTCOME

Your Front-Line Support Process, Handled Consistently.

The AI employee receives customer questions, identifies what help is needed, uses your approved knowledge to respond and either resolves the routine request or hands it to the right person.

STEP 01 — INTAKE

Message Received

Receives a customer question through your website, email, WhatsApp or another approved support channel.

STEP 02 — ANALYSE

Intent Identified

Recognises the type of request and gathers any essential information needed to continue.

STEP 03 — KNOWLEDGE

Approved Knowledge Checked

Retrieves relevant information from the policies, guides, FAQs and support material approved by your team.

STEP 04 — RESPONSE

Helpful Response Sent

Provides a clear answer or guided next step within the communication rules you have approved.

STEP 05 — DATA

Details Collected

Collects approved information such as an order reference, account email, service type or issue description when required.

STEP 06 — SYSTEM

Resolution or Ticket Update

Resolves routine requests where permitted or creates and updates a ticket in your connected support system.

STEP 07 — ESCALATION

Human Handoff

Transfers complex, sensitive or unresolved issues to the right team member with the conversation history and customer context.

INTERACTIVE DEMO

From Customer Question to Clear Next Step.

Explore how an AI support agent answers questions using approved information, gathers relevant details and prepares a clear handoff when your team needs to step in.

INTERACTIVE PREVIEW AI Customer Support Agent
Step 1 of 6
[SYSTEM // ACTIVE]
INTERACTIVE WORKFLOW PREVIEWWORKFLOW PREVIEW
Fictional Data
01 — Customer Question Received

Support Starts With Understanding.

Website chat · Jordan EllisIncoming
Jordan Ellis

Hi, we’ve just signed up for your service. Where can I find the getting-started guide?

JE
System activityA sample support conversation is opened and categorised as an onboarding enquiry.
Support statusNew Enquiry
02 — Approved Information Located

Helpful Answers, Grounded in Your Content.

AI
AI assistant

Hi Jordan, I’m the AI support assistant. You can find the getting-started guide under Help → Getting Started in your dashboard. It covers account setup, inviting your team and creating your first workspace.

Which part would you like help with?

Source indicatorSample knowledge base · Getting Started Guide
System activityA relevant article is retrieved from the sample knowledge base and used to prepare the response.
Support statusGuidance Provided

Answers use your approved support content. Questions outside that information can be passed to your team.

03 — Relevant Details Collected

Ask What’s Needed to Help.

Jordan

I’m trying to invite a colleague, but I can’t see the invite option.

JE
AI
AI assistant

In this example service, only workspace owners and admins can invite colleagues. Does your profile show your role as Owner, Admin or Member? Please don’t share your password or access codes.

○
Before selectionChoose a sample reply to see the next step.
Support statusAwaiting Role Selection

Questions are configured to collect relevant context while avoiding unnecessary personal or sensitive information.

04 — Guidance Adapted

A Response That Fits the Situation.

AI assistant response

Select a role in Step 3 to preview the adapted guidance.

Source indicatorSample knowledge base · Team Roles & Invitations

Did this answer your question?

○
Before selectionChoose an outcome to continue.
Support statusAwaiting Customer Feedback
05 — Outcome Recorded

The Right Next Step, Clearly Recorded.

OUTCOME PENDING
Message

Choose an outcome in Step 4 to preview the recorded result.

System activityWaiting for the customer’s feedback.

Routing, response expectations and escalation rules follow your agreed support process.

06 — Conversation Summarised

Clear Answers. Connected Support.

DetailSample record
CustomerJordan Ellis
ChannelWebsite chat
Initial questionFind the getting-started guide
Follow-up questionHelp inviting a colleague
Reported role[Selected role]
Knowledge usedGetting Started Guide; Team Roles & Invitations
Outcome[Resolved With Guidance / Awaiting Human Review]
Next action[No further action requested / Account Support review]
Support outcome ready.

Choose the customer feedback in Step 4 to generate the final support summary.

STAGE 01 — CUSTOMER QUESTION RECEIVED

A new website-chat question opens a sample onboarding support conversation.

New Enquiry

This preview uses a fictional service and sample support articles. Knowledge sources, channels, permissions and escalation rules are agreed during setup. No real support tickets are created and no account settings are changed.

AUTOMATION WITH CLEAR BOUNDARIES

Your Team Controls What the AI Employee Can Do.

The AI employee handles approved, repeatable support tasks. Your team defines its knowledge, permissions, tone and escalation rules—and can take over whenever human judgement is required.

AUTOMATED TASKS

The AI Employee

  • Answers routine questions using approved information
  • Collects the details needed to understand a request
  • Guides customers through approved troubleshooting steps
  • Creates or updates supported tickets
  • Escalates conversations outside its approved scope
HUMAN AUTHORITY

Your Team

  • Approves the knowledge sources and response rules
  • Defines permitted and restricted actions
  • Controls refund, cancellation and account-change policies
  • Handles sensitive, high-risk or unusual cases
  • Can review, pause or take over conversations
SYSTEM MANAGEMENT

Hubflow

  • Designs and configures the support workflow
  • Connects approved channels and systems
  • Tests routine and escalation scenarios
  • Monitors technical performance
  • Maintains and improves the workflow

HANDOFF BOUNDARIES

When the AI Employee Hands Off

Complaints, payment disputes, refund exceptions, legal threats, safety concerns, sensitive personal data, unsupported requests and repeated failed resolutions are transferred to the appropriate person on your team.

CONNECTED TO YOUR SUPPORT ENVIRONMENT

Works Across the Channels Your Customers Already Use.

We review your support channels, approved knowledge sources and helpdesk workflow before recommending the AI setup. The aim is to connect routine answers, customer details and human handoffs with the tools your support team already uses.

WEB & PORTAL

Website Chat

Answers approved questions and guides visitors from your website or customer portal.

EMAIL SUPPORT

Email

Reads incoming support requests, sends approved responses and routes issues that need human attention.

MESSAGING

WhatsApp

Handles approved customer conversations and support updates through WhatsApp.

TICKETING

Help Desk

Creates tickets, updates statuses, adds conversation notes and routes issues within supported help-desk platforms.

DOCUMENTS & FAQS

Knowledge Base

Uses your approved FAQs, policies, product guides and internal support material to produce grounded responses.

SYSTEM SYNC

Custom Integrations

Connects other approved customer systems through APIs or automation platforms where technically supported.

Channel availability, knowledge access and ticket actions depend on your software, account plans and permissions. We confirm supported connections during scoping. Additional integrations and paid third-party tools are quoted separately.

BUILT FOR REPEATABLE CUSTOMER QUESTIONS

A Stronger Support Layer for Growing Teams.

This AI employee is designed for businesses that receive recurring customer questions, maintain reliable support information and need faster first-line assistance without losing human oversight.

E-COMMERCE & RETAIL

Ecommerce & Retail

Answer approved questions about products, orders, delivery, returns and store policies while escalating exceptions to your team.

SAAS & TECH

SaaS & Technology Companies

Guide customers through common account, product and troubleshooting questions using approved documentation.

SERVICES & AGENCIES

Agencies & Service Businesses

Handle recurring client questions, collect request details and route each issue to the right person.

MEMBERSHIPS

Membership & Subscription Businesses

Answer common plan, access, billing-process and membership questions within approved rules.

SUITABILITY CHECK

A Strong Fit When:

  • Your team repeatedly answers the same customer questions
  • Slow first responses are affecting the customer experience
  • Support information exists but customers struggle to find it
  • Agents spend too much time collecting basic details
  • You need a clear process for routing complex issues

Please Note: This service may not be suitable when most requests require specialist judgement, your support information is inaccurate or incomplete, or the AI employee would need unrestricted authority over sensitive customer actions.

BUILT, LAUNCHED AND MANAGED BY HUBFLOW

Configured Around Your Real Support Process.

This is a managed customer-support implementation, not a generic chatbot. Hubflow maps your support journey, prepares the approved knowledge, configures the workflow and helps maintain it after launch.

STAGE 01

Discover

We map your support channels, frequent questions, knowledge sources, ticket process, restricted actions and escalation requirements.

STAGE 02

Build

We configure the support conversations, approved knowledge access, routing logic, integrations and internal notifications.

STAGE 03

Approve

Your team reviews responses and tests routine, unclear and high-risk support scenarios before launch.

STAGE 04

Manage

After launch, Hubflow monitors the technical workflow, resolves system issues and applies agreed improvements as your support process changes.

INPUTS

You Provide

  • Accurate FAQs, policies and product information
  • Brand tone and approved response guidance
  • Ticket categories and routing rules
  • Access to selected support tools
  • Escalation contacts and restricted-action rules
EXECUTION

Hubflow Handles

  • Workflow and conversation design
  • Knowledge and system configuration
  • Approved channel integrations
  • Testing and launch support
  • Monitoring, maintenance and agreed improvements

DESIGNED TO IMPROVE SUPPORT OPERATIONS

Faster Assistance Without Removing the Human Team.

The goal is to reduce repetitive first-line work and help customers reach useful answers or the right human agent sooner.

SPEED & ACCESS

Faster First Responses

Customers receive a prompt acknowledgement and relevant approved guidance instead of waiting for the next available team member.

ACCURACY

Consistent Answers

Routine questions are answered from the same approved knowledge and policy sources.

CONTEXT

Better Ticket Information

Essential customer details and conversation context can be collected before a human agent takes over.

EFFICIENCY

Fewer Repetitive Tasks

Your team spends less time repeating basic instructions and more time resolving issues that require judgement.

ROUTING

Clearer Escalations

Complex requests reach the right person with the context already attached.

SYSTEM SYNC

Organised Support Data

Conversation notes, request types and ticket statuses can be recorded in connected systems for review.

Results depend on the quality of your support content, integration access, request types and operating processes. Hubflow does not guarantee a specific reduction in tickets, costs or response times.

YOUR MANAGED SUPPORT SYSTEM

More Than a Chat Widget.

Your implementation combines support-process design, approved knowledge, AI configuration, business-tool integrations and ongoing technical management.

IMPLEMENTATION

Included in the Initial Setup

  • Support-process discovery session
  • Common-request and intent mapping
  • Approved knowledge-source configuration
  • Response and escalation rules
  • Tone and communication guidelines
  • Selected channel integration
  • Help-desk or ticket-routing workflow
  • Routine and edge-case testing
  • Team review and launch support
ONGOING SUPPORT

Included in Ongoing Management

  • Technical workflow monitoring
  • Integration and error checks
  • Agreed knowledge and rule updates
  • Escalation-flow adjustments
  • Monthly performance review
  • Reasonable workflow improvements within the selected plan

Cost Clarification: Help-desk subscriptions, messaging fees, AI-model usage, automation platforms and other third-party software costs are separate unless specifically included in your proposal.

START WITH A CONTROLLED PILOT

Test One Support Workflow Before Expanding.

We recommend starting with one channel and a focused group of routine customer questions. This allows both teams to test answer quality, escalation rules and system performance before a wider rollout.

PILOT PHASE

14-Day Managed Pilot — From £499

  • One approved support channel
  • One focused knowledge collection
  • Core routine-question handling
  • Basic information collection
  • Human escalation workflow
  • Pilot monitoring and final review

Pilot Note: The pilot price assumes a focused support workflow and standard integration. Complex data preparation, custom software development and paid third-party tools are quoted separately.

Pilot Scope: The included conversation allowance, knowledge sources, supported language and escalation method are agreed before setup begins.

Pilot Timing: The 14-day live pilot begins after setup, testing and your approval are complete.

FULL ROLLOUT

Full Deployment — Custom Quote

  • Multiple approved support channels
  • Expanded knowledge sources
  • Advanced ticket classification and routing
  • Help-desk or CRM integration
  • Team-specific escalations
  • Reporting and launch support

Deployment Scope: Your proposal confirms the channels, knowledge sources, help-desk integrations, permitted actions and team-routing requirements. Ongoing management is quoted separately unless explicitly included.

MANAGED CARE

Ongoing Management — Custom Monthly Quote

  • Monitoring and technical maintenance
  • Agreed knowledge and workflow updates
  • Integration checks
  • Performance review
  • Continued support

Monthly Scope: Your plan defines the conversation allowance, included knowledge updates, workflow changes and technical support hours. New channels, major integrations and substantial content preparation are quoted separately.

Pricing & Scope: All prices are in GBP. Final pricing depends on conversation volume, channels, knowledge complexity and integrations. Third-party software and usage fees are separate unless explicitly included. All costs and service limits are confirmed in your proposal before work begins.

FREQUENTLY ASKED QUESTIONS

What You Need to Know Before Launching.

+ Is this just a website chatbot?

No. Website chat can be one channel, but the service can also connect approved knowledge, email, WhatsApp, ticketing and human-escalation workflows into one managed support process.

+ Will it replace our customer-support team?

No. It handles approved, repeatable first-line tasks so your human team can focus on complex, sensitive and higher-value customer issues.

+ Where do its answers come from?

It uses the FAQs, policies, product information, guides and other knowledge sources approved by your team. It should not be allowed to invent company policies or unsupported answers.

+ What happens when it does not know the answer?

The workflow can ask for clarification or transfer the request to a human agent according to the escalation rules defined during setup.

+ Can a team member take over a conversation?

Yes. Human takeover and escalation points are configured as part of the support workflow.

+ Can it issue refunds or change customer accounts?

Only actions explicitly approved, technically supported and properly permissioned should be automated. Refund exceptions, sensitive account changes and high-risk actions should normally remain under human control.

+ Can it work with our help desk or CRM?

Where the platform supports the required connection, it can create or update tickets, add notes, change approved statuses and route requests.

+ Can it support multiple languages?

Multilingual support may be possible, but every required language should be tested against your approved knowledge, tone and escalation rules before launch.

+ How long does setup take?

Timing depends on the quality of your support information, number of channels, integrations and approval requirements. Your proposal will include an estimated timeline.

+ What happens after launch?

Hubflow can monitor the technical workflow, maintain integrations and apply agreed knowledge or routing updates through an ongoing management plan.

+ What happens after the 14-day pilot?

At the end of the pilot, we review answer quality, customer feedback, escalations and workflow issues with your team. We then discuss ongoing management, a wider deployment or finishing after the pilot. Any further scope and pricing are agreed before work continues.

+ How is our support knowledge kept up to date?

Your team provides and approves changes to policies, products and support information. Hubflow applies updates within the agreed management scope and tests affected responses where needed. Larger content migrations or restructuring are scoped separately.

+ What happens when our human support team is unavailable?

The workflow can collect relevant details and queue the request for your team. Customers receive your approved support hours and response expectations. Urgent cases follow the escalation process agreed during setup.

+ Are third-party and usage costs included?

Not automatically. Help-desk subscriptions, messaging charges, AI-model usage, automation software and other third-party costs are listed separately unless explicitly included.

+ Do you guarantee a reduction in support costs or ticket volume?

No. The system is designed to improve consistency and reduce repetitive work, but results depend on request types, knowledge quality, customer behaviour and your wider support operation.

START YOUR SUPPORT WORKFLOW REVIEW

Let’s Review Your Customer Support Process.

Tell us how your business currently handles customer questions and support requests. We’ll review your workflow and recommend the most suitable pilot or full deployment.

01.
02.
03.
04.
Fewer than 100 conversations
100–500 conversations
501–2,000 conversations
More than 2,000 conversations
Not sure
05.
Managed Pilot
Full Deployment
Ongoing Management — Existing Clients
Not sure—recommend the right option
06.

Please do not submit confidential customer data, passwords, API keys, access codes or other credentials.