Knowledge
Use what the team knows.
Confluence provides the knowledge base. Retrieval brings relevant information into the assistant’s response process.
Applied AI / Fintech support
A support assistant connecting the information in Confluence with the questions arriving in Zendesk. Routine answers, with a route to a person.
At a glance
01 / The brief
Growing ticket volumes were overwhelming a lean support team. Repetitive enquiries competed with the issues that needed closer attention.
The team already had two essential pieces in place: Zendesk for support and Confluence for knowledge. The brief was to bring that information into the answering process.
Human escalation was part of the solution. Handling routine questions had to sit within a support workflow that could still involve the team.
02 / What we built
Devopsly built a retrieval-augmented generation assistant and integrated it with the client’s existing support tools.
Knowledge
Confluence provides the knowledge base. Retrieval brings relevant information into the assistant’s response process.
Assistant
The assistant uses a language model to respond with retrieved information as context. This approach is known as retrieval-augmented generation, or RAG.
Workflow
The Zendesk integration places the assistant in the support workflow, with human-in-the-loop escalation for the team to take over.
Delivery included OpenAI, Python, LangChain and AWS, alongside the Zendesk and Confluence integrations.
03 / The result
The assistant handled repetitive queries while the support team focused on more complex issues.
The delivered system connects the knowledge source, the answering capability and the ticketing workflow. Human escalation remains part of that workflow.
A qualitative result. The client is not named and no measured figures are published for this project.
A similar challenge?
A useful first conversation covers recurring ticket types, the state of your knowledge base and what should always reach a person.
Discuss your support workflowMore selected work
The ledger, cloud and release pipelines behind a debit card.
Read the case studyWine collection software with offline capability.
Read the case studyPermission-aware answers to HR and pay questions.
Read the case study