Workflow automation

An AI agent is software that resolves a customer request end to end, taking actions in connected systems rather than only answering questions. Unlike a scripted chatbot, an AI agent can look up an order, issue a refund, or update a record, then confirm the completed outcome back to the customer.

Zero-touch resolution is an issue resolved end to end with no human involvement and no follow-up contact from the customer. It is a stricter measure than containment, because it requires the customer not to return, and it is the cleanest available proof that automation genuinely worked.

Entity extraction is the process of pulling structured values — an order number, an IBAN, a product name, a date — out of a customer’s free-text message. Reliable extraction is what allows an automated agent to act inside a business system rather than only classify the request.

A macro is a saved reply or action set that agents apply to a common case, inserting standard wording and performing routine updates in one step. Macros reduce handle time and variation, but stale macros are a frequent source of incorrect policy reaching customers at scale.