Customer Support AI Agent with Multiple AI Tools Enabled
An AI-powered customer origination and support agent that connects multiple Highwind AI products to provide accurate answers, automate onboarding, and recommend products for increased conversions.
Details
What you get
Video
Description
The Customer Support AI Agent combines multiple AI tools offered on the Highwind Marketplace to streamline customer engagement, automate tasks, and enhance conversion rates.
Through use case chaining, the agent can answer FAQs using a company knowledge base, extract and validate handwritten form data for onboarding, recommend products based on chat history, and many more...
This unified solution ensures accurate responses, reduces manual processes, and improves customer satisfaction while driving revenue growth.
Features
Adaptable to Company Demand
Start with simple tasks like answering FAQs, then scale up to support onboarding, document processing, and intelligent product recommendations as your business grows.
Scalable Vertical AI Agent
A flexible AI agent that connects with multiple AI tools, growing and adapting to perform increasingly complex, multi-step tasks based on your company’s evolving needs.
Customizable Knowledge Base Integration
Seamlessly integrates with company documents and information to answer FAQs and detailed queries, providing accurate, context-aware responses.
Modular Tool Integration
Easily add new tools, such as form processing, data validation, or recommendation engines, enabling the AI agent to scale its capabilities as your business requirements expand.
End-to-End Workflow Automation
Automates entire workflows, from customer inquiries to data capture, task validation, and tailored recommendations, ensuring seamless operations across multiple processes.
Product information
1. Set Up the Base AI Agent:
- Begin by enabling the core AI Agent, which provides the foundation for customer support automation.
- Configure the AI agent’s chat function using a simple, user-friendly interface to ensure it can handle basic customer queries effectively.
- Customize the AI agent's tone, behavior, and default responses to align with your company’s brand voice and customer support goals.
2. Connect with Additional AI Tools:
Scale the AI agent's capabilities by integrating multiple AI tools to perform more complex, multi-step tasks. Examples include:
- Knowledge Base Integration: Connect to your company-specific knowledge database (e.g., FAQs, product manuals, or policy wording) to provide accurate and detailed responses to customer inquiries.
- Handwritten Form Processing: Link the agent to tools that extract and validate handwritten data from forms to streamline onboarding or claims processes.
- Product Recommendation Engine: Add a recommendation tool that uses customer chat history to intelligently suggest products or services, improving customer conversion rates.
- Third-Party Validation Tools: Integrate external validation systems (e.g., ID verification or credit checks) to enhance decision-making processes.
The modular architecture allows you to connect additional tools as your needs grow, creating a scalable AI agent tailored to your company’s requirements.
3. Test via the Chat Interface:
- Use the built-in chat testing environment to evaluate the AI agent’s responses and ensure seamless integration with connected tools.
- Test various workflows, such as:
- Answering complex customer queries using the knowledge base.
- Verify the AI agent's ability to switch between tools and complete tasks in a single session, ensuring reliability and accuracy.
- Fine-tune configurations, update tool connections, and optimize workflows based on test results.
4. Deploy the AI Agent for Customer Support:
- Once validated, deploy the AI agent to your preferred customer support channels, such as web chat, mobile apps, or messaging platforms.
- Enable real-time customer interactions where the AI agent handles queries, automates onboarding, validates forms, and suggests products—all in one conversation.
- Continuously monitor performance, gather user feedback, and add or adjust tools to meet evolving business demands.
- Scale the AI agent’s capabilities over time, ensuring it grows alongside your company and adapts to increasing workloads and new customer needs.
This solution is ideal for businesses aiming to automate customer support, streamline onboarding, and drive revenue growth through intelligent recommendations.
Use Case 1: Insurance Customer Support and Onboarding
Industry: Insurance
Description: The AI agent answers detailed FAQs about policies, captures customer data via handwritten forms, and recommends suitable insurance products based on conversation.
Benefits: Enhances customer satisfaction, reduces onboarding time, and increases policy sales.
Use Case 2: E-commerce Product Support and Recommendations
Industry: E-commerce
Description: The agent handles customer inquiries, uses a knowledge base for FAQs, and recommends relevant products based on customer needs and behavior.
Benefits: Reduces support load, improves product discovery, and drives sales conversions.
Use Case 3: Financial Services Origination
Industry: Banking, Financial Services
Description: The AI agent supports customers by answering queries about financial products, processing onboarding forms, and recommending suitable services such as loans or accounts.
Benefits: Streamlines customer origination, increases accuracy in data collection, and boosts revenue through targeted recommendations.
The AI Agent is modular and scalable, allowing you to start with basic chat functionality and expand by connecting additional AI tools.
For example, you can begin with a knowledge base to answer FAQs and then integrate tools like handwritten form processing, product recommendations, or third-party validation as your business requirements grow.
This agentic setup ensures your AI can evolve to handle more complex, multi-step workflows over time.
Once you purchase the solution, you’ll gain access to a web interface where you can add supported Highwind AI Solutions to your agent. To activate a specific tool, you’ll need to subscribe to your desired Highwind AI Solutions and input the provided API keys into the interface. Once connected, the tools become available for your agent to use, enabling it to perform more complex tasks seamlessly.
You can interact with your AI Agent in two ways:
- API Access: Send text-based queries to the API, where the AI Agent will intelligently route the query to the correct and available AI tools based on your configurations. This ensures seamless execution of tasks and responses.
- Chat Interface: Access a ChatGPT-like chat interface for real-time interactions, allowing you to test and engage with the AI Agent directly, similar to how customers would use it.
Yes, the AI Agent supports both sessions and multiple users. Each user interacting with the agent generates a separate session, ensuring queries and workflows remain isolated and context-aware. This means:
- Session Management: The agent maintains conversation context within a session, enabling multi-step interactions and complex task execution without losing track of prior inputs.
- User Differentiation: Different users are treated as distinct sessions, ensuring personalized and relevant responses based on their queries and the agent’s available tools.
This makes the AI Agent ideal for deployment across customer-facing environments, where session handling is critical for accuracy and experience.
The AI Agent supports a variety of tools that can be connected to enable complex, multi-step workflows. Here are some examples:
- Company Document Knowledge Base: Allows the AI Agent to answer FAQs and detailed queries using company-specific documents, such as policy wordings, product manuals, or internal FAQs.
- Handwritten Form Data Extraction and Validation: Captures handwritten inputs from forms, validates the data, and returns a structured JSON output for onboarding, claims, or other tasks.
- Product Recommendation Engine: Analyzes user chat history and behavior to recommend relevant products or services, improving conversions.
- Third-Party Validation Tools: Connects to services like ID verification or credit bureau checks to validate user-submitted data for compliance or fraud prevention.
New Tools:
The AI Agent is designed to scale. As new tools and solutions are added to Highwind, they can be seamlessly integrated into your agent. This ensures that the agent evolves with your business needs, supporting an ever-expanding list of capabilities.
By leveraging these tools, the AI Agent can handle increasingly sophisticated workflows, helping you automate tasks, improve accuracy, and deliver exceptional customer support.
Coming Soon
This feature will be available in early 2025.