The system uses OpenAI’s advanced language model to analyze incoming emails. It detects the main tag (such as Subscription, Billing, Inquiry), topic tag (e.g., Refund Requests, Job Posting Inquiry), and specific tag (detailed action required). These tags help in categorizing the request and determining the appropriate next step.
Once the email is tagged, the system uses platforms like HubSpot and Airtable to trigger appropriate actions. These include:
Creating support tickets in HubSpot for billing or inquiry-related issues.
Handling subscription-related actions like cancellations or renewals through WooCommerce.
Managing and updating data in Airtable, tracking customer interactions, and ensuring the right follow-up actions are in place.
AI-Powered Decision Making:
For emails that require decision-making (e.g., job inquiries, refund requests), the AI-powered system is capable of understanding the sentiment and content of the email to provide an automated response. If further action is needed (such as a manual review or approval), the system flags it for follow-up.
Custom Workflows and Actions (Make.com):
Using Make.com, the automation workflows are configured to handle tasks such as sending acknowledgment emails, assigning tasks to teams, and creating notes in HubSpot with details of the customer interaction. Custom workflows ensure that every type of inquiry is handled based on its urgency and complexity.
Cross-Platform Data Integration:
The system is fully integrated with tools like WordPress and Google, allowing customer information to flow seamlessly between platforms. This ensures a unified customer service experience, regardless of where the inquiry originates.
Timely Follow-Ups:
If a case requires further attention or follow-up, the system flags the request, ensuring that no customer is left waiting. The AI can also detect cases that need immediate escalation and automate these follow-ups through HubSpot, ensuring high-priority issues are resolved quickly.
Key Features:
Email Tagging & Categorization: Automatically tag emails by category and sentiment for better issue handling.
End-to-End Workflow Automation: Automate actions like ticket creation, follow-ups, and updates across HubSpot, WooCommerce, and Airtable.
Sentiment Analysis: Use AI to detect customer tone (e.g., neutral, negative) and tailor the response accordingly.
Cross-Platform Synchronization: Seamless integration with WordPress, WooCommerce, and Google for complete customer visibility.
Follow-Up System: Ensure no customer inquiry goes unanswered with automatic task creation and follow-ups.