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Answer How-To Questions

Reply with help article steps or email your support lead

Use this Agent instantly or customize it - no programming needed

Answer how-to emails with approved articles
Reads
  • customer email thread
    customer email thread

    Your customer's new message and earlier replies show what they need and whether someone has answered.

  • help articles
    help articles

    Your published articles provide instructions and links that customers can open.

  • answer rules
    answer rules

    Your rules set the approved article collection, customer language, and standard for a safe answer.

  • support lead address
    support lead address

    Your support lead's email address tells the Agent where to send unanswered questions.

Support inbox
Support inbox

Your support inbox provides the full email thread and sends replies or questions to your support lead.

Support inbox
Help center
Help center

Your help center holds approved articles the Agent checks for complete, customer-visible answers.

Is this email unrelated or already answered?YesNo
Leave the message for normal support handling
Does a customer-visible article fully answer the question?YesNo
Reply with the steps and article link
Writes
  • customer reply
    customer reply

    Your customer gets relevant steps and the article link in the original email thread.

Send the unresolved question to the support lead
Writes
  • support lead email
    support lead email

    Your support lead gets the unanswered question and thread link. The email explains why no safe reply was possible.

This Agent reads a new how-to email and its thread. It checks your chosen help articles for a complete answer. It replies with steps and a link, or emails the question to your support lead.

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How Answer How-To Questions works

4 steps, in order, on every run.

  1. Read the Support ThreadRead the new email and earlier replies. Skip the message if the thread already has a suitable answer.
  2. Find a Matching Help ArticleIdentify the how-to question, or leave other messages for normal support handling. Search your chosen articles in the language you set up.
  3. Check the Article's StepsRead likely matches and use only current instructions that cover the whole question. Mark uncertain cases for your support lead.
  4. Send the Answer or EscalateReply in the same thread with supported steps and a link. Otherwise, email the unresolved question and thread link to your support lead.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.

8 tools
Set your rules
  • Choose the support inbox and give the Agent permission to read its conversations and send email from it.
  • Choose the approved help article collection, the customer language, and which published articles customers may open.
  • Provide the support lead's email address and the rule that an article must cover the customer's exact question before the Agent sends instructions.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Answer How-To Questions:

What happens when no article fully answers a question?

Your support lead gets the question and why no article fits. The email includes a thread link for follow-up.

Which help articles can it use?

You choose the article collection and customer language. You also decide which published articles customers can open. Replies require an article that covers the whole question.

Will it reply to every email?

No. Messages without a how-to question stay with your support team. It also skips threads that already have a suitable answer.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.