Help desk and support tools
### This n8n template demonstrates one approach to customer authentication via chat agents. Unlike approaches where you have to authenticate users prior to interacting with the agent, this approach allows guest users to authenticate at any time during the session or not at all. **Note about Security**: this template is for illustration purposes only and requires much more work to be ready for production! ### How it works * A conversational agent is used for this demonstration. The key component is the Redis node just after the chat trigger which acts as the session context. * For guests, the session item is blank. For customers, the session item is populated with their customer profile. * The agent is instructed to generate a unique login URL only for guests when appropriate or upon request. * This login URL redirects the guest user to a simple n8n form also hosted in this template. The login URL has the current sessionID as a query parameter as the way to pass this data to the form. * Once login is successful, the matching session item by sessionId is populated with the customer profile. The user can now return to the chat window. * Back to the agent, now when the user sends their next message, the Redis node will pick up the session item and the customer profile associated with it. The system prompt is updated with this data which lets the agent know the user is now a customer. ### How to use * You'll need to update the auth URL tool to match the URL of your n8n instance. Better yet, copy the production URL of your form from the trigger. * Activate the workflow to turn on production mode which is required for this workflow. * Implement the authentication logic in step 3. This could be sending the user and pass to a PostgreSQL database for validation. ### Requirements * OpenAI for LLM (feel free to swap to any provider) * Redis for Cache/Sessions (again, feel free to swap this out for PostgreSQL or other database) ### Customizing this workflow * Consider not populating the session item with the user data as it can become stale. Instead, just add the userId and instruct the agent to query using tools. * Extend the Login URL idea by experimenting with signup URLs or single-use URLs.
This n8n workflow collects client feedback via forms, analyzes it using AI, and generates summaries and social media drafts, streamlining feedback management for businesses.
Streamline your eCommerce contact form handling by automatically classifying messages with AI and routing them to the appropriate department. This workflow saves time and enhances efficiency by leveraging GPT-4 for accurate message categorization.
Streamline your IT support process by automatically converting email requests into Jira tickets, generating AI-driven solutions, and notifying your team via Slack.
Streamline your customer feedback process by automatically sending satisfaction surveys when Freshdesk tickets are resolved and storing responses in Google Sheets for analysis.
Effortlessly manage Zammad tool operations through a comprehensive MCP server, enabling AI agents to perform all 20 operations with zero configuration.
This workflow automates the analysis of Zendesk support tickets using InfraNodus to generate knowledge graphs and insights, which are then shared via Slack and other channels.
Streamline your customer support by automating FAQ responses on WhatsApp using a PostgreSQL database to manage your Q&A content.
**Automatically create Intercom conversations with full technical context when your team receives new Marker.io issues** ## What this template does This workflow creates a seamless bridge between Marker.io and Intercom, your customer support platform. Every issue submitted through Marker.io's widget automatically becomes a trackable conversation in Intercom, complete with technical details and visual context. Centralizing customer issues in Intercom helps your support agents continue the conversation right where they work every day. When a bug is reported, the workflow: - Creates or updates the reporter as an Intercom contact - Opens a new conversation with the reporter and all issue details - Adds a comprehensive internal note with technical metadata - Preserves all screenshots, browser info, and custom data ## Benefits - **Zero manual entry** - All bug details transfer automatically - **Instant visibility** - Support agents see issues immediately - **Rich context** - Technical details preserved for developers - **Better collaboration** - Single source of truth for bugs - **Faster resolution** - No time wasted gathering information ## Use Cases - **Product Teams**: Streamline bug triage without switching tools - **Support Teams**: Get technical context for customer-reported issues - **Development Teams**: Access browser info, console logs, and network logs directly from the support tickets ## How it works 1. **n8n Webhook receives** Marker.io bug report data 2. **Format and extract** relevant information from the payload 3. **Create/update contact** in Intercom with reporter details 4. **Start conversation** with the title and Bug description 5. **Add internal note** with full technical context and Marker.io links for the support agent The result is a perfectly organized support ticket that your team can act on immediately, with all the context they need to reproduce and resolve the issue. ## Prerequisites - **Marker.io account** with webhook capabilities - **Intercom account** with API access - **Intercom Access Token** with appropriate permissions - **Admin ID** from your Intercom workspace ## Setup Instructions 1. **Import this workflow** into your n8n instance 2. **Configure the Webhook**: - Copy the test/production webhook URL after saving - Add to Marker.io: Workspace Settings → Webhooks → Create webhook - Select Issue Created as the trigger event 3. **Set up Intercom credentials**: - Create an Intercom app or use existing API credentials from the Intercom Developer Hub - Add credentials to both HTTP Request nodes - Update the `admin_id` in the Add Internal Note node with the id of one of your Intercom admins 4. **Test the integration**: - Create a test issue in Marker.io - Verify the conversation appears in Intercom - Check that all data transfers correctly ## Data Captured ### Customer-facing message includes: - Issue title - Description ### Internal note includes: - Marker ID - Priority level and issue type - Due date (if set) - Browser and OS details - Developer Console & Network logs - Website URL where issue occurred - Direct link to Marker.io issue - Screenshot of the issue - Any custom data fields **[Read more about our webhook events](https://help.marker.io/en/articles/3738778-webhook-notifications)**
Streamline your WordPress Contact Form 7 inquiries by automating classification, response drafting, and data logging using Google Gemini and Gmail.
This workflow automatically sends new Vtiger CRM support tickets to Telegram and updates their status to 'In Progress' to prevent duplicate notifications.
Streamline your pet shop operations with AI-driven automation for customer interactions and appointment scheduling via WhatsApp. Enhance customer experience, reduce manual tasks, and boost revenue.
Effortlessly integrate Zendesk operations with AI agents using a pre-configured MCP server. This workflow provides zero-setup access to 23 Zendesk operations, enabling AI-driven automation with full error handling.
Every time a new Chargebee invoice is created, Make will automatically create a customer and send a survey in Retently.
Streamline your workflow by automatically generating Trello cards for each new survey response received in Retently, ensuring prompt follow-up and task management.
This workflow automatically creates a new user in Zendesk whenever a new contact is added in CloudTalk, streamlining your customer management process.
Capture audio directly in-browser, transcribe with Deepgram, and analyze with GPT-4o for instant insights. Perfect for support teams, researchers, and podcasters to evaluate conversations efficiently.
This workflow creates a new ticket in Teamwork Desk each time a Google Task is created, ensuring seamless task management and customer support.
This Zap automates the process of creating and updating support tickets in Freshdesk based on incoming webhook data. By integrating Webhooks with Freshdesk, you can ensure that every customer inquiry is promptly addressed, and any additional notes or updates are seamlessly added to the relevant tickets. This streamlines your support workflow, enhances team collaboration, and improves customer satisfaction.
This Zap automates the process of managing customer support tickets by filtering specific tickets from Zendesk, sending notifications to a Slack channel, and creating corresponding deals in HubSpot. This integration ensures that your team stays informed about important tickets and can take action quickly, improving response times and customer satisfaction.
Simple workflow that manually triggers to fetch all tasks from a Flow instance using the Flow API node.
Every time a new Freshdesk contact is created, Make will automatically create a new Colligso extIn customer.
This Zap automates the process of managing Zoom recordings and related Zendesk tickets. When a new recording is created in Zoom, it filters the recordings based on specific criteria, finds the associated meeting, retrieves relevant tickets from Zendesk, and updates those tickets accordingly. This streamlines the workflow between Zoom and Zendesk, ensuring that all relevant information is captured and tickets are updated promptly, enhancing customer support efficiency.
Seamlessly transfer new survey responses from Delighted to Airtable, ensuring your data is organized and up-to-date.
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