Customer Support - Ticket Processing Template
This template lets you build you an end to end process automation to efficiently process the customer support tickets/cases.
Top Benefits
- Optimization of the overall process to resolve customer support tickets by automating several steps
- Automatic categorization of tickets
- Automatic recommendation of KB articles
Tasks
- Fetch tickets from CRM
- Categorization of tickets using GenAI
- Manual categorization in case of auto-categorization is not feasble
- Fetch related KB articles using GenAI
- Ability to update KB manually
This template lets you build you an end to end process automation to efficiently process the customer support tickets/cases.
The key use cases include:
• A workflow using Generative AI to categorize support cases.
• Look up recommended knowledge base articles for resolution.
• Forms tasks allow agents to manually enter details as required.
Success
The download of Customer Support - Ticket Processing Template will begin shortly.
In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.
Free
- Applications
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- Business Process
- Customer Service & Support
- Category
- Banking and Financial Services
- Vendor
- Nishikanth N
- Automation Type
- Process Template
- Last Updated
- January 28, 2026
- First Published
- December 18, 2025
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- Agentic App Store FAQs
- Bot Security Program
-
Level 1
Bot Security
Level 1
- All automations on Agentic App Store have passed a malware scan.
Bot Security Program
Automation Anywhere Bot Security is the APA industry's first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All automations including those built in-house or procured from Agentic App Store, can now be deployed reliably with secure automation development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.
See the Process Template in Action
Setup Process
Install
Download the Process Template and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Process Template is ready to get going!
Requirements and Inputs
- Configure the CRM details in the task bot used for fetching tickets
- Subscription to LLMs
- Access to knowledge base
Customer Reviews
