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Proactive Support Workflow

Predictive issue detection with automated notifications and self-service resource recommendations

Complexity: Moderate | Duration: 5-15m | Category: Business/Sales

Tags: proactive-support customer-success self-service predictive knowledge-management

Workflow Diagram​

Steps​

Step 1: Anomaly detection​

Agent: /detect

anomalies - Identify usage patterns indicating potential issues

Step 2: Issue prediction​

Agent: anomaly

detection-agent - Determine likely problems based on signals

Step 3: Resource matching​

Agent: /recommend

resources - Find relevant KB articles, videos, docs

Step 4: Proactive notification​

Agent: proactive

support-agent - Email customer with helpful resources

Step 5: Ticket creation​

Agent: /create

ticket - Create low-priority ticket for CSM awareness

Step 6: Follow​

Agent: up

proactive-support-agent - Check if customer resolved issue or needs help

Step 7: Knowledge gap analysis​

Agent: knowledge

recommendation-agent - Identify missing documentation

Usage​

To execute this workflow:

/workflow business/sales/proactive-support-workflow.workflow

See other workflows in this category for related automation patterns.