Set up a support agent that routes payment questions
They built a customer support agent that answers product and pricing questions, then passes payment proof and edge cases to staff.
- What they did
- After a discovery call about the business, products, and customer journey, the developer created a 24/7 agent with access to product details, pricing, and payment information. It replied to common questions, followed up on repeat issues, and gave payment instructions when a customer was ready. When a customer sent a screenshot as proof of payment, the agent alerted admins and then asked for the order details. Staff watched chats in a dashboard, stepped in for refunds, defects, or anything unclear, and could return the conversation to the agent afterward.
- How it went
- The build focused on the support flow and human handoff process. No performance numbers or business results were reported.
- Tips
- Make sure the agent has a clear list of topics it may answer and a short list of cases that always go to a person. Keep a visible dashboard so staff can take over quickly when the agent is unsure.
Try it yourself with n8n
Help me design a customer support workflow for [business name]. Use these details: [paste product list, pricing, FAQ, and payment instructions]. The agent should answer product and pricing questions, handle follow-up questions, and give payment details when a customer is ready. If a customer sends proof of payment, notify [admin contact]. If the question is about a refund, defect, or anything outside the allowed topics, hand the chat to a human with the conversation history attached. Before the system is connected to real customers, run five test chats and show me the full transcript and handoff points for review.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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