Quick Guide
AI Automation
Enhancing Customer Support Efficiency Using AI
This guide outlines a comprehensive approach for improving customer support efficiency through the use of AI-driven tools and strategies, utilizing platforms such as Zendesk, Supabase, OpenAI, and Hugging Face. By following these steps, you can streamline operations, enhance customer satisfaction, and reduce support costs without requiring any proprietary software.
Step 1: Exporting Customer Support Tickets from Zendesk
Objective: Collect and prepare your existing customer support data for analysis and training of AI models.
Log in to your Zendesk account.
Navigate to the Admin panel, select Manage and go to Reports.
Use the Export option to download your tickets. Choose the fields that are most relevant for analysis, such as ticket content, timestamps, customer feedback, and resolution status.
Save the export in a CSV format, which is compatible with most databases and AI tools for further processing.
Step 2: Uploading Tickets into a Database (Supabase)
Objective: Store and manage your data in a scalable, secure database to facilitate easy access for AI processing.
Create an account on Supabase and set up a new project.
Once your project dashboard is ready, go to the SQL section to create a new table. Define the schema based on the fields exported from Zendesk.
Use the Table Editor to import your CSV file directly into your newly created table.
Ensure the data types and fields are correctly mapped and confirm the upload.
Step 3: Training AI Models Using OpenAI and Hugging Face
Objective: Develop models to analyze customer support tickets and automate responses efficiently.
Tools Required:
Hugging Face Transformers library for model training and inference
OpenAI's GPT for advanced text generation tasks
Python programming environment
Access to cloud computing or local GPU for training models
Detailed Steps:
3.1 Setting Up Your Environment:
Install Required Libraries:
Setup Hugging Face and OpenAI APIs:
Create accounts on Hugging Face and OpenAI.
Obtain API keys and configure them in your Python scripts or application environment.
3.2 Sentiment Analysis & Categorization:
Data Preparation:
Import your ticket data from Supabase using Python's
requestslibrary or an ORM that interfaces with your database.Pre-process the data to format text inputs and labels correctly. For sentiment analysis, label data as positive, negative, or neutral.
Model Selection and Training:
Use Hugging Face’s
transformerslibrary to select a pre-trained model such as BERT or DistilBERT for sentiment analysis.Fine-tune the model on your labeled dataset. Example code:
3.3 Summarization:
Model Setup for Summarization:
Select a pre-trained summarization model from Hugging Face, like
facebook/bart-large-cnn.Configure and use the model to generate summaries for long tickets:
3.4 Suggested Response Generation:
Training/Fine-tuning GPT for Response Generation:
Use OpenAI’s GPT-4 or a suitable alternative from Hugging Face to train a model for generating responses based on the context provided by the ticket.
Fine-tune the model using pairs of support queries and successful agent responses to learn appropriate answers.
Example setup for using GPT with OpenAI:
While the above playbook provides a detailed roadmap for implementing AI-driven customer support using advanced tools and techniques, managing these integrations and ensuring they work harmoniously can be complex and time-consuming. This is where Gofer comes in. Gofer is able to provide:
Automated Features: Instant sentiment analysis, ticket categorization, concise summarizations, suggested responses, AND personalized agent coaching.
Real-Time Analytics: Track team performance and customer satisfaction with easy-to-use analytics dashboard.
Start Your Free Trial: Experience Gofer’s transformative impact on your customer support with a 14-day free trial. No credit card required. Just sign up, integrate with your Zendesk, and see the difference.
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