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Case Study

How I Built My First Profitable AI Automation Workflow

Aga Kadela
January 5, 2025
15 min read
Case StudyCustomer SupportAutomationROIImplementation

Last month, I built an AI automation workflow that saves my client 15 hours per week and increased their customer satisfaction by 40%. Here's exactly how I did it.

The Problem

My client (a SaaS company with 500+ customers) was drowning in support tickets:

  • 150+ tickets per week
  • 6-hour average response time
  • Support team burning out
  • Customer satisfaction dropping

Their ask: "Can AI help us respond faster without hiring more people?"

The Solution: Smart Ticket Triage + Auto-Response

Instead of trying to replace humans, I built a system that makes them more efficient.

Step 1: Data Analysis (Week 1)

I exported 3 months of support tickets and found patterns:

  • 40% were simple questions (pricing, features, how-to)
  • 25% were bug reports needing developer attention
  • 20% were billing/account issues
  • 15% were complex feature requests

Key insight: Most tickets could be categorized and many auto-resolved.

Step 2: Building the Workflow (Week 2)

Tools used:

  • Make.com for workflow orchestration
  • OpenAI GPT-5 for ticket analysis
  • Their existing help desk (Freshdesk)
  • Custom knowledge base

The workflow:

  1. New ticket arrives in Freshdesk
  2. Make.com webhook triggers
  3. GPT-5 analyzes ticket content and categorizes
  4. System checks knowledge base for similar issues
  5. Auto-responds with solution OR routes to appropriate team

Step 3: The Technical Setup

Prompt Engineering (This was crucial):

You are a customer support categorization system. Analyze this support ticket and:

1. Categorize as: SIMPLE_QUESTION, BUG_REPORT, BILLING_ISSUE, FEATURE_REQUEST, or COMPLEX
2. Extract key details: product area, urgency level, customer tier
3. Suggest response type: AUTO_RESOLVE, HUMAN_REVIEW, or ESCALATE

Ticket: {ticket_content}
Customer info: {customer_tier}, {account_status}

Response format:
Category: [category]
Urgency: [1-5]
Response_type: [type]
Key_details: [details]
Confidence: [0-100]%

Knowledge Base Integration:

I used Pinecone to create vector embeddings of their help articles. When a ticket comes in, the system finds the most relevant help article and includes it in the response.

Step 4: Response Templates

I created dynamic response templates for each category:

Simple Questions:
"Hi {customer_name}, thanks for reaching out! Based on your question about {topic}, here's what you need to know: {solution}. If this doesn't solve your issue, just reply and a team member will help personally."

Bug Reports:
"Hi {customer_name}, thanks for reporting this. I've logged this as bug #{bug_id} and our development team will investigate. Expected resolution: {timeline}. I'll update you within 24 hours."

Step 5: The Gradual Rollout

Week 1: Auto-categorization only (no auto-responses)

  • Accuracy: 85%
  • Manual review of all categorizations

Week 2: Auto-responses for simple questions only

  • 60% of simple questions resolved automatically
  • Customer satisfaction maintained

Week 3: Full automation with human oversight

  • All categories automated
  • Human review for low-confidence predictions

The Results (After 1 Month)

Time Savings:

  • 15 hours/week freed up for complex issues
  • Average response time: 6 hours → 15 minutes
  • Support team happiness increased significantly

Quality Improvements:

  • Customer satisfaction: 72% → 89%
  • First-contact resolution: 45% → 78%
  • Escalation rate dropped 60%

Business Impact:

  • Support costs reduced by $2,400/month
  • Customer retention improved
  • Team can focus on product improvements

Cost Breakdown

Setup cost: ~$3,000 (my time)
Monthly running costs:

  • Make.com: $29
  • OpenAI API: ~$150
  • Pinecone: $70
    Total: $249/month

ROI: Saves $2,400/month in support costs = 862% ROI

What I Learned

  1. Start with Data — Don't guess what to automate. Analyze actual patterns in your data first.
  2. Augment, Don't Replace — The best AI automations make humans better, not obsolete.
  3. Confidence Thresholds Matter — Only auto-respond when the AI is >90% confident. Everything else gets human review.
  4. Gradual Rollout is Key — Don't go 0 to 100. Test each component separately.
  5. Monitor Constantly — I check the system daily. AI can drift, and edge cases appear.

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