Developer referenceEcommerce, SaaS, and customer support teams

Build an AI customer service agent

Connect a knowledge base, conversational model, ticketing, and human handoff into one traceable service flow

ARCHITECTURE

Five-stage workflow

01Receive questions from web, app, or social channels
02Retrieve approved product knowledge and prior answers
03Generate cited responses in a controlled tone
04Create a ticket and hand off low-confidence requests
05Track resolution rate, satisfaction, and knowledge gaps
STACK

Recommended components

Start with one component per capability and replace it only when evaluation data shows a clear gap.

DELIVERY

From proof of concept to production

  1. 01Define the user journey, input and output schemas, permission boundaries, and success metrics.
  2. 02Build one end-to-end happy path with the smallest viable tool stack and a fixed evaluation set.
  3. 03Add authentication, timeouts, retries, fallbacks, audit logs, and human review for risky actions.
  4. 04Release to a limited audience, measure quality, latency, and cost, then expand with evidence.
CODE SAMPLE

Framework-neutral orchestration skeleton

TypeScript
type WorkflowInput = { request: string; userId: string };
type StageAdapter = (context: unknown) => Promise<unknown>;

const stages = [
  "Receive questions from web, app, or social channels",
  "Retrieve approved product knowledge and prior answers",
  "Generate cited responses in a controlled tone",
  "Create a ticket and hand off low-confidence requests",
  "Track resolution rate, satisfaction, and knowledge gaps"
];
const selectedTools = [
  "LangChain.js",
  "Hugging Face",
  "Context7"
];

export async function runWorkflow(input: WorkflowInput, adapters: Record<string, StageAdapter>) {
  let context: unknown = { ...input, selectedTools };

  for (const stage of stages) {
    const adapter = adapters[stage];
    if (!adapter) throw new Error(`Missing adapter: ${stage}`);
    context = await adapter(context);
  }

  return context;
}

Implement each adapter on the server with the selected component’s official SDK or API. Never expose provider credentials in browser code.

LAUNCH CHECK

Production checklist

  • ✓Every stage has a defined owner, input, output, timeout, and failure state.
  • ✓Credentials and sensitive data stay server-side with least-privilege access.
  • ✓Model output is validated before it reaches a database, user, or external action.
  • ✓Sources, tool calls, prompts, versions, and human decisions are traceable.
  • ✓A fixed evaluation set covers normal, ambiguous, adversarial, and unavailable-tool cases.
  • ✓The workflow has a visible fallback and a manual recovery path.