When a ticket is created in Zendesk, use an AI worker to analyze the customer, assess churn risk, and draft a response.
When a ticket is created in Zendesk, use an AI worker to analyze the customer, assess churn risk, and draft a response.
Launch this workflow to connect
Slack &
Zendesk
!
■Overview
In customer support, detecting early signs of customer churn and providing appropriate follow-up is critical to preventing cancellations. However, manually analyzing the large volume of inquiries received every day and assessing churn risk requires a significant amount of time and effort. With this workflow, when a new ticket is created in Zendesk, AI automatically analyzes the churn risk based on your company’s criteria. If the customer is identified as high risk, it automatically generates a follow-up message, saves it as a draft in Zendesk, and sends a notification to Slack. Customer support representatives can then quickly begin responding after simply reviewing the content, helping maintain customer satisfaction and prevent cancellations.
■Who Is This Template For?
- Customer support representatives who want to prioritize follow-ups with high-risk customers among the many inquiries received in Zendesk
- Team leaders who want to streamline customer churn risk analysis and follow-up message creation to improve the success rate of churn prevention
- Business leaders who want to prevent missed follow-ups for customers showing signs of churn and build a system to proactively prevent cancellations
■Benefits of This Template
- AI automatically assesses risk and drafts message suggestions when a ticket is created in Zendesk, reducing the time required for analysis and enabling a fast initial response.
- By identifying high-risk customers using objective AI-based criteria and connecting Slack notifications with draft creation in Zendesk, you can reduce the risk of missed or delayed responses.
■Flow Bot Process
- First, connect Zendesk and Slack with Yoom.
- Next, select Zendesk as the trigger and set the action to “When a new ticket is created.”
- Then, in AI Worker, create a skill that assesses churn risk from the text based on your company’s criteria and, when the risk is high, creates a message draft and saves it in Zendesk. Set Zendesk’s “Add a comment to an existing ticket” action as the tool to use.
※“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Points for This Workflow
■Customization Points for This Workflow
- In the AI Worker instructions (skill), clearly specify what wording should be considered “high risk” based on your company’s churn criteria.
- For Slack notifications, adjust the destination channel and message content so that team members can quickly understand the situation.
■Notes
- Connect both Zendesk and Slack with Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- Zendesk is available on the Mini plan and above. On the Free and Personal plans, the configured Flow Bot operations and Data Connect features will result in errors.
- Paid plans such as the Mini, Team, and Success plans offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
- The apps (tools) used within AI Worker must also be connected through My Apps.
- For basic AI Worker setup, see “[AI Worker] How to Set Up the Basics”.
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available depend on your current plan.
- The apps and operations available within AI Worker are subject to the same usage restrictions as Flow Bots.
- AI Worker consumes tasks during test runs in the same way as during production runs. For details, see “[AI Worker] How Task Executions Are Calculated”.
- AI Worker is more likely to perform the appropriate processing when skills are configured in detail. For details, see “[AI Worker] How to Create a Manual”.
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About the Apps
Templates using
Slack
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This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
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Templates using
Zendesk
Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.
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This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
About the apps you use
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see detailsTemplates
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Activate the flow bot at the end of each month and notify Slack.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
Add a comment to a Wrike task when a post is made in a Slack channel.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
Add inquiry content from Slack to Google Sheets
Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
see detailsTemplates
Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.
Notify in Outlook when a ticket is created in Zendesk
This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.
When a task is completed in Asana, update the ticket status in Zendesk.
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Create a ticket in Zendesk based on Typeform responses
No-Code API Actions
Executable API actions
Flowbot triggers
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
When a New Ticket Is Created
When a Ticket Is Updated
When a Tag Is Added to a Ticket
When a User Is Created
Flowbot operations
Send Message to Channel
Send Direct Message
Get Member IDs in a Channel
Create Channel
Invite Members to Channel
Get User Group List
Post Message to Thread
Archive Channel
Get Messages in a Thread
List Public Channels
Remove a Member from a Private Channel
Find User by Email Address
Get User Info
Get a Specific Message
Get Message Link
Delete Message
Get Users in a User Group
Get Reactions for a Message
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List Access
Flowbot triggers
When a New Ticket Is CreatedWhen a Ticket Is UpdatedWhen a Tag Is Added to a TicketWhen a User Is CreatedWhen an Organization Is CreatedWhen a Comment Is Added to a Ticket
Flowbot operations
Get List of Open Ticket IDsCreate TicketGet Ticket InformationUpdate Ticket StatusGet List of AgentsCreate Ticket (Specify Requester)Upload FileAttach File to Ticket CommentGet User InformationAdd Comment to Existing TicketSearch Tickets (Subject Partial Match)Create UserSearch Pending TicketsUpdate and Add User InformationList TicketsSearch Tickets (Status Match)List Ticket CommentsAdd TagsSearch Tickets (Filter by Created/updated Date)More inspiration for you
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