고객 지원용 AI 워크플로 & 티켓 및 CRM용 AI 자동화
AI로 고객 지원을 자동화하세요. 이미 연결한 시스템에서 수신하고, 웹에서 고객이 보는 동일한 어시스턴트를 호출한 뒤, Slack, Teams, CRM, 수신함 또는 HTTP 엔드포인트에 다시 기록합니다. 업무 워크플로용 AI 에이전트를 AI 고객 참여 자동화와 함께 구축하세요. 아래는 샘플 흐름이며, 실제 카탈로그는 제품의 커넥터 선택기와 일치합니다.
트리거 및 액션을 구동하는 앱(36)
로고는 정확한 색상을 위해 프록시 브랜드 엔드포인트를 사용합니다. 제3자 상표는 해당 소유자에게 있습니다.
- Each automation catalog trigger(event, schedule, webhook)로 start, then one or more action — "call this agent" 및 connected app outbound post 포함
- Connection Automations 내부 per agent. knowledge와 동일 OAuth 및 API key flow apply
- Built-in FlexyAgents step incoming webhook, agent inference, outbound HTTP cover — vendor custom 시 blocked 안 됨
- Plan active automation 및 monthly run cap. webhook-style trigger upgrade 전 feature-gated 가능
에이전트를 열고 자동화로 이동한 뒤, 흐름을 게시하기 전에 연결을 추가하세요.
샘플
재현할 수 있는 시각적 레시피
각 스트립은 예시입니다. 앱 연결 후 정확한 트리거 및 액션 이름은 실제 카탈로그에서 제공됩니다. 에이전트 아이콘은 채팅용으로 구성하는 동일한 FlexyAgents 어시스턴트를 나타냅니다.
Support ticket → agent → Slack
Zendesk가 ticket create/update 시 thread에서 agent run, summary link로 #support notify.
ZendeskFlexyAgents 에이전트SlackNew Shopify order → agent → Teams
new order commerce signal fire. agent short recap draft, fulfillment용 Microsoft Teams ping.
ShopifyFlexyAgents 에이전트Microsoft TeamsInbound webhook → agent → HubSpot
POST payload FlexyAgents webhook URL hit. agent body interpret, HubSpot action으로 CRM field update.
웹훅인바운드 웹훅FlexyAgents 에이전트HubSpotHubSpot contact change → agent → email
CRM contact create/update. agent next-best action summarize, SendGrid follow-up send.
HubSpotFlexyAgents 에이전트SendGridCalendar event → agent → Slack
Google Calendar event create/update. agent briefing format, right channel post.
Google CalendarFlexyAgents 에이전트SlackNotion page change → agent → Discord
Notion doc shift. agent delta summarize, Discord moderator용.
NotionFlexyAgents 에이전트Discord
In the product
Trigger, step, 가운데 agent
Authoring sign-in 후 보는 것 mirror: app trigger pick, action stack, field map, save. execution log success, retry, provider error surface.
Event-first trigger
Slack mention, Zendesk ticket, Shopify order, calendar change, dozens catalog entry run open — exact slug workspace connected에 depend.
- Webhook trigger /api/webhooks/automations/… 아래 signed URL expose
- Polling 및 vendor push event 동일 executor pipeline end
- Trigger payload optional transform step input mapping flow
Agent step first-class
Any automation web widget expose 동일 agent call — summarization, classification, reply draft before another action post ideal.
- configuration duplicate 없이 prompt, tool, knowledge base reuse
- review then rewrite 필요 시 multiple agent call chain
- Response next HTTP 또는 chat action variable
Multi-step graph
Trigger 후 CRM update, Slack message, email send, raw REST call add. condition 및 error branch noisy vendor whole run wedge 방지.
- Ordering explicit — hidden DAG 없음 unless build that way
- Failed step automation setting per short-circuit 또는 fallback
- "notify + update record + log to analytics" pattern great
Describe-to-draft helper
Add-automation modal org relevant app connected 시 natural language JSON-shaped flow propose.
- Example per app ship — Zendesk→Slack, Notion update, Shopify order 등
- Still review before save. publish 전 nothing run
- PM prototype before engineer low-level mapping touch helpful
Credentials
Knowledge 및 channel과 동일 connection manager
OAuth app standard consent screen redirect. API key app structured field collect(Twilio SID, Zendesk subdomain 등). disconnected app trigger picker appear 안 함.
Household name OAuth
Slack, Microsoft, Google, Atlassian, Shopify, Salesforce, Meta flow messaging deployment trust token reuse.
- Token connection create agent scope stay
- historical run delete 없이 Automations reconnect
- AppConnectionManager modal copy match
Vendor require API key
Telegram bot, WhatsApp Business, Twilio, SendGrid, Zendesk API token 등 pattern vendor demand extra field collect.
- Key LLM provider secret처럼 rest encrypt
- automation unpublish 없이 dialog rotate
- mid-run key expired clear error toast
Catalog category
Messaging, Knowledge base, CRM, E-commerce, Storage, Calendar trigger browse — dashboard today taxonomy 동일.
- CS, revops, IT each surface quickly find
- Inactive vendor app picker clutter never
- New integration marketing redeploy 없이 database catalog land
Plans
Automation slot, monthly run, webhook gate
Free default small active automation 및 monthly run, higher tier webhook trigger opt-in — exact row pricing check.
Usage meter
Organization defined automation count 및 billing month executed run track — overage behavior subscription follow.
- Successful executor handoff 후 run counter increment
- Admin other plan limit 옆 total see
- Add-on sold that way automation run bump
Webhook trigger
Some plan upgrade 전 webhook trigger off — vendor-native event only first fire. entry SKU surprise traffic prevent.
- FlexyAgents-native webhook URL settings clearly document
- Upgrade own service custom ingress unlock
- Round-trip integration HTTP action pair
채널에 어시스턴트를 배포하고, 커넥터에서 컨텍스트를 동기화하고, 호스팅형 vs BYOK에서 모델 결제를 확인하세요.