B2B Team & User Flow Inspiration

Automate Knowledge Base Article Recommendations

Automatically surfaces relevant knowledge base articles for support tickets, enabling faster resolution through self-service or agent-assisted guidance.
Use this workflow as
Copy this flow for your agent, document, team chat or other tool.

This workflow is designed for support teams seeking to leverage their existing knowledge base to accelerate ticket resolution and promote customer self-service. By automatically suggesting relevant articles, it helps both customers and agents quickly find solutions to common issues without extensive searching or research.

When a support ticket arrives, AI performs semantic analysis of the ticket content and searches the knowledge base for matching articles or solutions. High-confidence matches are either sent directly to customers (promoting self-service) or surfaced to support agents within their ticket interface, allowing them to quickly verify relevance and share with customers.

By implementing this automation, support teams typically see 30-40% of tickets resolved through knowledge base suggestions, reducing handle times and freeing agents to focus on more complex issues. The system can also track which suggestions lead to ticket resolution, providing valuable data on knowledge base effectiveness and opportunities for improvement.

Who this Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.

Team workflows

Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.

For Product Builders

Customer experiences

See examples of agent experiences you can build for prospects, users, customers, and partners.

Team workflows

Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.

For Teams Focused on the Retention Stage

Customer experiences

Find ideas for better experiences during the Retention stage of the buyer or customer journey.

Team workflows

Explore internal workflows that help your team support that stage more effectively.

Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

Trigger Ticket Receipt
1
Initiate the knowledge base suggestion workflow when a new support ticket is created.
Trigger Trigger Event
Search Knowledge Base
2
For each incoming support ticket or chat, run an AI semantic search on your knowledge base using the ticket text as the query.
Tool Call Research Asset
Uses: Semantic Search, Algolia, ElasticSearch, Custom API
Send Article Suggestion
3
If a high-confidence match is found, automatically send that suggestion to the user via email or chat.
Tool Call Email
Uses: Email Automation, SendGrid, Mailchimp, HubSpot
Surface Suggestion to Agent
4
Alternatively, display the suggestion to the support agent in the ticket interface so they can quickly verify and send it.
Tool Call Document
Uses: Internal Tool, Custom Dashboard, Salesforce, HubSpot
Auto-Close Ticket
5
If the customer confirms the suggestion resolved their issue, auto-close the ticket; otherwise, keep it open for further assistance.
Tool Call Workflow
Uses: Workflow Automation, Zapier, Salesforce, HubSpot

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User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan