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Case Study 01 — Support

AI Customer Support & Knowledge Assistant

A support assistant that validates every inbound message, identifies the customer, retrieves grounded answers from a vector knowledge base, and routes on confidence — auto-resolving what it's sure of, and escalating everything else with full context.

n8nOpenAI PostgreSQL + PGVectorSlack GmailWebsite Chat

The problem

Support teams answer the same questions on repeat while complex cases sit in a queue. Leadership has no daily visibility into volume, resolution rate, or sentiment without someone manually pulling numbers. And a single unhandled error — a bad payload, an API timeout — can silently drop a customer conversation with no trace.

The system

Three connected pieces. First, the assistant itself: validate input → identify or create the customer record → classify intent, urgency, sentiment, and confidence → retrieve relevant knowledge base content via vector similarity → generate a grounded response → route on a confidence threshold. Second, the escalation path: below that threshold, the system creates a support ticket, notifies the team in Slack and email, and hands the human agent an AI-written summary instead of a blank conversation. Third, observability: a global error handler attached to every workflow writes a dead-letter audit record and alerts support ops on any failure, and a 7am scheduled workflow computes yesterday's resolution rate, escalation rate, sentiment, and response time — then emails leadership a written summary automatically.

Architecture

flowchart TD
    A[Website Chat Trigger] --> B[Normalize Input]
    B --> C[Validate and Sanitize]
    C --> D{Is Valid?}
    D -->|No| E[Send Validation Message / Log Invalid Event]
    D -->|Yes| F[Identify or Create Customer
Postgres upsert] F --> G[Intent Analysis
OpenAI Agent, structured output] G --> H[Knowledge Search
PGVector similarity] H --> I[Aggregate Knowledge Context] I --> J[Generate Response
Grounded OpenAI Agent] J --> K{Confidence over 90%?} K -->|Yes| L[Prepare Auto Resolution] K -->|No| M[Create Support Ticket] M --> N[Notify Support: Slack + Email] N --> O[Prepare Escalation] L --> P[Merge Resolution] O --> P P --> Q[Send Reply to Customer] Q --> R[Update CRM] R --> S[Store Conversation] S -.feeds.-> T[Daily Executive Report
7am scheduled]

What makes it production-grade, not a demo

Expected business impact

Sub-second to low-second first response on classified, high-confidence questions
Estimated 40–60% deflection of routine tickets
Zero manual reporting time
Zero silently-dropped conversations

Figures are evidence-based expectations for this architecture — happy to run this against your real ticket volume and report live numbers.

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