• AUTO
  • INFO
  • HUMAN
  • DATA

How to automate customer support workflows with your AI

Connect your support data to your agent once. From then on, your AI handles the heavy lifting of looking up history and matching it to your documentation.

Ask AI about this page

Short answer

How can I automate my support workflows using AI?

Your agent pulls contact details and searches your knowledge base to trigger custom workflows. You get automated task execution based on the specific person you are talking to. This breakdown shows how the data flows through your agent.

Task outcomes

Where your support tasks land.

The AI routes every interaction based on the data it finds.

AUTO

Instant task execution

The AI runs specific workflows immediately after checking the contact profile. You get the work done without manual triggers.

INFO

Contextual replies

Your agent pulls facts from your knowledge base to answer questions. You get accurate responses grounded in your own docs.

HUMAN

Escalation queue

If the AI can't find a match in the documentation, it flags the issue. You get a notification to step in and handle the complex cases.

DATA

Updated profiles

The AI uses the interaction to pull fresh details from the contact. You get a complete picture of the customer for the next interaction.

The workflow

What your AI does when a support request arrives.

The AI acts as the bridge between your customer data and your internal documentation.

  1. Identify the user

    The agent looks up the specific person reaching out to see their history and status.

    get_contact

  2. Search documentation

    Your agent scans your internal guides to find the right answer for the specific problem.

    get_knowledge_base

  3. Trigger the task

    Once the AI has the user info and the answer, it kicks off the predefined support process.

    run_workflow_with_contact

  4. Verify details

    The AI double checks the contact profile to ensure the workflow uses the right metadata.

    get_contact

Try it

Copy these to start.

Use these prompts to kick off your first automated support task.

Starting points

These are starting points. Swap out the specific contact names or document titles for your own.

SketricGen Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1oQD0BGOH8qoRrYb4Ucw7jvZh5NHJimdTtL2Lk2H/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — SketricGen capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sketricgen-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1oQD0BGOH8qoRrYb4Ucw7jvZh5NHJimdTtL2Lk2H/mcp"
    }
  }
}
Copy into chat04

  • Run the support workflow for the contact named Alex Rivera.

  • Check the knowledge base for our refund policy and then run the workflow for Sarah Chen.

  • Get the contact details for customer ID 9928 and see if there is a matching workflow.

  • Look up the troubleshooting guide in the knowledge base for this user.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect SketricGen once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted, and you can start prompting your agent immediately.

Connect SketricGen to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my customer contact information?

    No. The AI can only read contact details to use them in a workflow; it cannot edit your database.

  • 02

    Will the AI automatically send emails to my customers?

    No. The AI triggers the workflow, but the actual delivery of messages depends on how your specific workflow is set up.

  • 03

    Does the AI use my private knowledge base?

    Yes, it uses the specific knowledge base you provide to find answers.

  • 04

    Can the AI decide to skip a workflow?

    The AI follows the logic of the tools provided. If it cannot find the necessary contact or knowledge, the workflow won't trigger.

  • 05

    Can I see what the AI found in the knowledge base?

    Yes, you can ask your agent to show you the specific information it retrieved before it runs a workflow.

  • More questions about SketricGen? The Connector page answers them. See everything the SketricGen Connector can do

Connect SketricGen to Claude, Cursor, ChatGPT & more