Effort
Less repeat work
Put existing support knowledge to work without someone repeating the same investigation.
Agents that work inside your CRM
CRM Agent Workflows
Use the knowledge you already have to diagnose support issues, apply approved fixes and check the result.
- Focus
- Business operations
- Status
- Workflow preview
Knowledge-led support
Diagnose. Correct. Check.
Preview
Your existing knowledge
Support guides
How your systems workResolved cases
What worked beforeRunbooks
Approved fixes to followIncoming support request
“Our data has stopped syncing.”
- Signal
- Sync job stalled
- Context
- Recent case history
Knowledge matched
Sync recovery runbook + a previously resolved case.
Self-diagnosis & correction
Diagnose the issue
Compare the symptoms with known issues. Identify the stalled job.Apply the approved fix
Follow the recovery runbook and retry the failed job.Check it worked
Confirm records are syncing again. Log the result in the CRM.
Sync restored
Verified. CRM case updated.When a person is needed No trusted fix, a failed check or approval required? Hand over the findings to the support team.
- 01Use existing knowledge
- 02Diagnose & correct
- 03Verify the outcome
The business problem
The same issue. Another ticket.
The answer often exists in a support guide, a previous case or a team runbook. Your team still has to find it, work out the cause and apply the fix, every time the issue comes back.
The commercial value
Resolve the repeat issues. Give your team time back.
Resolution
From diagnosis to a fix
Let agents carry out approved recovery steps and check that the issue is resolved.
Team capacity
Time for the harder cases
Bring people in when a case needs judgement, with the findings and attempted fixes ready.
Our role
AI Alchemy connects your knowledge sources, support process and CRM into a workflow that can diagnose and correct known issues. You decide which fixes can run automatically and when your team steps in.
Your next step
Start with one recurring support issue.
Describe the issue, your CRM and the knowledge your team uses to resolve it. We’ll discuss where automation could help and when a person needs to step in.