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The copilot that took over the busywork.

A fintech's support team was drowning in tickets that all looked slightly different but were mostly the same. We built an agent that drafts the reply and routes the rest.

Client

Fintech scale-up (name on request)

Services

AI Consulting · AI Implementation

Timeline

6 weeks to production

Team

2 engineers, 1 designer

-70%manual ticket triage after rollout
40support agents using it daily
6 wksfrom first call to production

The problem

Ticket volume had tripled in a year. Most tickets were variations of the same forty questions, but each one still needed a human to read it, find the right macro, adjust it, and route the exceptions. Agents spent more time triaging than actually helping the customers who needed a person.

What we built

An assistant inside their existing helpdesk — not a new tool to learn. It reads each incoming ticket, drafts a reply grounded in their help docs and past resolutions (with sources shown), and routes anything it isn't confident about to the right specialist queue. Agents review, edit, and send; nothing goes out without a human.

We spent the first two weeks on evals before touching the workflow: building a test set from six months of resolved tickets so we could measure draft quality honestly instead of guessing. That test set still runs on every change.

The outcome

Manual triage dropped 70%. First-response time fell from hours to minutes on the routine queue. The interesting part: CSAT went up on complex tickets too, because agents finally had time for them.

"It's the first AI thing we've bought that the team would riot over losing."— Head of Support (placeholder quote — replace with real testimonial)
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