This guide demonstrates how to use Threado AI to resolve internal queries and create a handoff workflow for unresolved queries. This workflow assigns unresolved queries as tickets on an internal CRM.

Start by training the bot for a Slack workspace.

Step 1: Train the bot as shown in the following screenshot.

Step 2: Select the channels for bot training.

After setting up the bot, customize it and install it on the desired channels.

Step 1: Navigate to the Slack bot setup.

Step 2: Customize and install the bot on the desired channels. Choose the response type.

Step 3: Configure the default responses and appearance.

The most crucial step is configuring the handoff process.

Step 1: Enable the handoff process.

Step 2: Choose the CRM platform for the handoff.

Step 3: Set the instance for the handoff, create a ticket, and save the settings.

Connect the internal CRM for training on historical tickets and easy handoff setup.

Step 1: Connect the internal CRM during bot training.

Step 2: Train the bot on historical tickets.

Step 3: Train the bot on the ticketing platform based on the selected criteria.

The handoff process can also occur on Intercom, Freshdesk, or Zendesk, depending on the ticketing platform used.

Here's a preview of how it looks in a test workspace.

When a user asks a question that the bot can't answer, they can connect with the support team, and a ticket gets created on Intercom. The user receives a notification that a ticket has been created.

Setting up an internal query resolution and handoff process with Threado AI is simple and efficient.

Don't let your internal teams struggle to surface the right information instantly. Empower them with Threado AI!