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AI agentFirst-line responder

Answering customer questions from your own documents with AI

An assistant that answers customer questions from your own documents.

First-line responder is AI agent in Altramano for customer service: an assistant that answers customer questions from your own documents.

It works without an external integration, with tables, forms and the Studio in your own environment.

AI agent · department Customer service

What it does

Upload your frequently asked questions, your terms and your product information to this assistant's knowledge base. After that it answers questions from colleagues or customers in plain language, based only on what is in your documents. If it is not sure, it says so and refers on to a colleague.

What you need

  • No external integration; works with tables, forms and the Studio in your own environment.

How does answering customer questions from your own documents work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Upload your frequently asked questions, your terms and your product information to this assistant's knowledge base. After that it answers questions from colleagues or customers in plain language, based only on what is in your documents. If it is not sure, it says so and refers on to a colleague.

No external integration is needed: the data is in a table or form in your own environment, or in the documents you give the AI agent.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For customer service: sorting incoming questions, answering them from your own knowledge, and only sending once approved. Those hours go into solving the hard questions in person, instead of into sorting and typing standard answers.

This department comes into play in healthcare practices and providers, hospitality, retail and webshops, IT and software companies, property and estate agents, cleaning and facilities, car dealers and garages and training providers.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for First-line responder?

No external integration and a Altramano environment.

Which department is First-line responder for?

Customer service, in industries such as healthcare practices and providers, hospitality and retail and webshops.

What is an AI agent?

An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for customer service

SjabloonSoortWhat it does
First-line responder (table)AI agentAn assistant that answers customer questions from your table of frequently asked questions and your documents.
Escalation after 24 hoursautomationTickets still set to New after 24 hours land in a manager's mailbox.
Customer message → proposed replyautomationEvery incoming customer message (a mail or a forwarded WhatsApp message) gets a proposed reply from your knowledge base table.
All 10 templates for customer service

Templates are updated in your Altramano environment.

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