What does a successful first month look like for your team?
A
Onboard Clients Faster
Concierge agent · 2K uses
Concierge Agent
Triage Support Requests
Support forms misroute tickets and waste agent time. Support forms ask for a category and a text box. Your concierge asks what happened, how urgent it is, and what they've already tried. By the time a ticket is created, your team knows exactly what's wrong, who should handle it, and how frustrated the customer is.
Accurate routing
Faster resolution
Complete context
Used 1,700+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask how urgent the issue is and if it's blocking their work
Ask what they've already tried to resolve it
How it adapts
Follow-ups that change based on what people say.
If they mention billing, ask about the specific charge or invoice
If they mention a bug, ask for steps to reproduce and browser/device info
Where it routes people
Different paths for different answers.
If it's a billing dispute, route directly to the billing team
If the account is enterprise-tier, escalate to priority support
Automations it can trigger
Actions that fire the moment a response comes in.
Create a Zendesk ticket with full context, priority, and category
Alert #support-escalations in Slack for high-priority issues
Update Gainsight with support interaction context
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
When a customer needs help, your concierge guides them through a conversation that captures the issue, urgency, steps already taken, and emotional state. Billing issues go to billing. Technical bugs go to engineering. VIP accounts get escalated immediately. Every ticket arrives with complete context.
Getting started
- 1
Share your current support intake and routing rules
- 2
Define what your agents need to know to resolve on first contact
- 3
Connect to Zendesk for ticket creation and Slack for escalations
- 4
Deploy on your help page and start routing smarter
Template Details
- Agent Type
- Concierge
- Category
- Professional services
- Industry
- SaaS / Tech
- Business outcome
- Improve customer satisfactionOperate more efficiently
- Job to be done
- Handle requests & applications
- Journey stage
- Engagement
- Integrations
- Zendesk, Slack, Gainsight
- Times Used
- 1,700+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Category dropdowns force customers to guess their issue type, leading to misrouted tickets that bounce between teams before reaching the right agent.
- Single description boxes collect vague reports like 'it's broken' or 'login doesn't work,' missing error messages, device details, and reproduction steps agents need.
- Static priority selectors let frustrated customers mark everything as 'urgent,' with no way to assess actual business impact or customer emotional state.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- Adaptive questions capture specific error messages, browser details, and steps to reproduce based on what the customer describes during initial intake.
- Conversational triage detects urgency from customer language and routes critical issues to senior agents before formal escalation requests.
- Follow-up questions adapt by issue type — exploring API settings for integration problems or account details for billing disputes automatically.
What is a support intake form?
A support intake form captures issue details needed to classify, prioritize, and route customer tickets to the right team. Traditional help desk forms use category dropdowns and text boxes, but customers are terrible at self-diagnosing their problems. A ticket saying 'login broken' could mean password reset, browser compatibility, SSO configuration, or account suspension. This template uses conversational triage to ask diagnostic questions upfront, capturing symptoms, reproduction steps, and business impact so tickets arrive at the right queue with context agents need for first-contact resolution.
FAQ
Frequently Asked Questions
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