AI Customer Support Agent

Live Requires Standard plan or higher · Agent role

Draft support replies and triage customer messages.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Customer message (required) — textarea field in the workspace
• Priority (required) — radio field in the workspace
• Category (optional) — select field in the workspace
• Account / product context (optional) — text field in the workspace

Primary action button: Draft reply

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select AI Customer Support Agent under EZ Utility Apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Optional file upload — Expand Optional file upload if you have a PDF or DOCX. Otherwise paste directly in Workspace.
4. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
5. Complete additional inputs — In Workspace, fill Priority, Category, Account / product context before you run.
6. Enter Customer message — In Workspace, add content to Customer message (paste text or load from upload).
7. Run the app — Click Draft reply. Review the Result section and download if needed.
8. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Customer message

I was charged twice on 5/01 for the same subscription. Please refund the duplicate.

Paste the inbound ticket, chat, or email verbatim (redact card numbers).

Priority

Medium

Ticket priority for routing.

Category

Billing

Support category for reporting.

Account / product context

Plan: Pro monthly · SLA: 24h response · No prior tickets this quarter

Account, product, SLA, or approved FAQ snippets the reply should respect.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Draft reply for duplicate billing charge with refund steps.
• User cannot log in after password reset — troubleshooting tone.
• Escalation template when SLA is next-day and issue is P1.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (support)

• Intent: billing · access · product how-to
• Draft reply matching your SLA and context
• Escalation note if sensitive or high-risk

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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