AI Agents

Email FAQ Follow-Up Agent

Written by Dr. Jagreet Kaur Gill | Dec 5, 2024 6:52:54 AM

The Email FAQ Follow-Up Agent automates responses to email-based inquiries by checking a knowledge base for answers and escalating unresolved queries. It streamlines email support, updating the FAQ with new information to improve future responses. 

About the Agent 

The Email FAQ Follow-Up Agent is intended for further handling of represented e-mail requests and consumption of the FAQ knowledge base. It starts off by greeting the recipients and then analyzing follow up questions to the email by trying to find an answer from the FAQ section.  

If its answer is available, it gets back to the sender in an instant. If not, it promotes the question to a human-read specific Slack channel for an answer and adds the new question-answer pair to the FAQ to provide good knowledge base enrichment. It guarantees timely and appropriate replies to specific complex topics or issues and mitigates numerous similar questions. 

This agent is most useful for customer service, newsletter delivery, and any other position where a company needs to provide a large number of templated replies. It features are linked to Outlook/ Gmail for the sending of replies and with Slack for escalation hence, compatible with the different platforms. Some advantages include modifiability of messages, setting up for approval of high-risk reply, and many more to suit the organization requirement. 

Key Features of the Agent 

  1. Automated Welcome Message 

  1. Upon receiving an email, the agent sends an introductory welcome message, which can include a friendly greeting or instructions for using the FAQ service. 

  1. Knowledge Base Query 

  1. The agent checks the FAQ database for existing answers, allowing it to quickly respond to questions within its knowledge base without needing human intervention. 

  1. Escalation Protocol 

  1. When a question lacks an existing answer, the agent escalates it to a designated Slack channel, where human agents can provide input. This allows the FAQ to expand with verified, accurate responses. 

  1. FAQ Updates 

  1. After receiving a human-provided answer via Slack, the agent adds the new Q&A pair to the FAQ knowledge base, continuously enriching the database and enhancing its ability to handle future inquiries autonomously. 

  1. Email Reply Composition 

  1. Once an answer is retrieved or provided, the agent composes a response tailored to the sender’s question and sends it back via email, ensuring prompt and professional communication. 

  1. Approval-Based Settings for High-Risk Actions 

  1. High-stakes or customer-facing actions can be set to require approval, enabling a supervised setup before full autonomy is enabled. This allows users to test and verify responses before allowing auto-send functionality. 

  1. Configurable Integrations 

  1. The agent integrates with email platforms (Outlook or Gmail) and Slack, and these integrations are fully customizable. This allows users to select tools and tweak functionality based on organizational needs. 

Tools of the Agent 

  1. Add New FAQ

  • Functionality: This tool enables the agent to update the FAQ table with new Q&A pairs. When a human response is added via Slack, the agent adds it to the knowledge base, improving the agent’s ability to handle similar questions in the future. 

  • Impact: This continuous learning feature allows the FAQ to evolve, supporting greater autonomy over time and reducing repeat escalation needs. 

  1. Check Knowledge

  • Functionality: The agent uses this tool to search the FAQ table for answers to questions it receives. If an answer exists, the agent can immediately respond to the sender, streamlining support without human involvement. 

  • Impact: By automating the lookup process, the agent saves time and resources, freeing human agents to address only the questions that truly require human judgment. 

  1. Send Email

  • Functionality: Through Outlook or Gmail integration, the agent composes and sends email responses, including the initial welcome message and subsequent responses to queries. The content is guided by preset instructions within the agent settings, ensuring consistency in tone and information delivery. 

  • Impact: Email automation enables the agent to handle multiple queries concurrently, delivering quick responses and maintaining communication standards set by the organization.  

Use Cases 

  1. Customer Support 

    For customer support teams, this agent automates responses to common questions by cross-referencing inquiries with an FAQ database. It quickly provides solutions to repetitive questions related to policies, troubleshooting, and service options, reducing the volume of queries needing human support. This automation helps improve response times and frees support staff to focus on complex or unique issues, enhancing both efficiency and customer satisfaction. 

  2. Internal Help Desks 

    In corporate settings, the agent streamlines internal help desk operations by handling routine employee questions, such as those related to HR policies, IT support, and company resources. By automatically addressing frequent inquiries, it empowers employees to receive rapid responses without waiting on human assistance. This automation promotes productivity and allows support teams to dedicate time to more intricate or high-priority internal issues. 

  3. E-Commerce FAQ Management 

    For e-commerce companies, the agent responds to frequently asked questions about shipping, returns, product details, and order tracking by referencing a centralized FAQ knowledge base. If it encounters a question outside the existing knowledge base, the agent escalates it to customer service for a prompt answer. This dual approach enhances the customer experience by providing fast, accurate information, while continuously updating the FAQ to address emerging queries. 

  4. Product Knowledge Management 

    Product teams can leverage this agent to answer questions from customers and partners regarding product features, updates, and troubleshooting. As it receives new product-related inquiries, the agent adds these questions and responses to the FAQ knowledge base, allowing it to rapidly scale its understanding of the product. This adaptability ensures that users have consistent, updated information on product developments, while minimizing the load on human support staff. 

Benefits and Values 

  1. Increased EfficiencyAutomating responses to repetitive inquiries allows human agents to focus on complex or high-priority tasks, boosting productivity.

  2. Enhanced Customer Experience: With faster, accurate responses to common questions, customers enjoy prompt service without unnecessary delays, improving satisfaction and loyalty.

  3. Continuous Learning and Improvement: The agent updates the FAQ database with new answers as they arise, gradually improving its ability to handle a wider range of questions autonomously.

  4. Cost Savings: By handling a high volume of queries independently, the agent can reduce labor costs associated with customer support or internal help desk operations.

  5. Customizable Autonomy: Users can choose to set high-stakes actions to require approval, ensuring quality control before full automation is enabled, which is especially useful in sensitive or regulated industries.  

Usability 

Agent Setup 

  1. Step 1: Ensure Outlook or Gmail is connected for email handling. Configure Slack for escalation needs, allowing human agents to review questions as needed.

  2. Step 2: Set up the FAQ knowledge base with initial Q&A pairs and customize the agent’s response templates for consistency and alignment with company tone. 


Approval and Testing 

  1. Step 1: Enable approval mode for high-risk responses, allowing you to approve each outgoing response before sending. This is particularly useful when testing the agent in a live environment.

  2. Step 2: Run initial tests by sending sample questions to the agent’s email account to observe how it processes each step. 

Daily Operation

  1. The agent will receive all incoming emails to the connected account, process questions, and respond or escalate as necessary. Check the Slack channel regularly for any escalated questions that require a response. 

Ongoing Management 

  1. Regularly review new questions added to the FAQ to ensure accuracy and completeness. Adjust the agent settings as needed based on the types of questions received and organizational requirements for response quality. 

This Email FAQ Follow-Up Agent can be tailored to meet diverse needs across industries, from e-commerce and customer support to internal knowledge management. It transforms email inquiries into an automated, efficient, and learning-driven experience.