Create a virtuous cycle with Zapier that analyzes support conversations, suggests new FAQs for a knowledge base, and uses a human-in-the-loop step to ensure quality and continuously improve an internal chatbot.
with Claire Vo
Set up a Zap to trigger automatically whenever a customer support ticket is closed or a chatbot conversation ends.
In the Zap, use an AI action to analyze the full conversation transcript. The AI should identify the user's core question and extract the solution that was provided.
Add a step to search your knowledge base (e.g., a Zapier Table). If the AI-identified question is not found, have the AI propose a new, well-formatted FAQ entry based on the question-and-answer pair.
Instead of automatically adding the new FAQ, use Zapier's 'Human Review' action. This sends the proposed entry to a designated person who can approve, edit, or reject it.
Create a second Zap that triggers upon approval from the human review step. This Zap automatically adds the newly approved FAQ to your primary knowledge base, making it instantly available to your internal team chatbot.
Build a Zapier workflow that automatically triggers on new calendar events, fetches customer data, uses Google's Gemini to summarize it, and delivers a complete brief to your meeting notes in Coda.
Use Claude Projects to provide detailed instructions and a Zapier MCP toolset to automatically update your CRM (like Coda or HubSpot) from meeting transcripts, saving you valuable time on manual data entry.
Go beyond simple UI and learn a process for building complex applications like a 3D AI chess game. This advanced workflow covers generating 3D code, streaming AI thoughts, and a unique meta-workflow for debugging AI-generated code.
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