How to Use AI Agents to Automatically Generate Support Tickets with ChatGPT and Pabbly Connect

Learn how to use Pabbly Connect to automatically generate support tickets from emails using AI agents and ChatGPT. Follow our step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Parsing

To start using Pabbly Connect for automatically generating support tickets, first, visit the Pabbly Connect website. Sign in to your existing account or create a new one for free to access 100 tasks monthly. Once logged in, navigate to the dashboard where you can select Pabbly Connect by clicking the ‘Access Now’ button.

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow ‘AI Agents to Automatically Generate Support Tickets’ and choose the folder where you want to save it. Click ‘Create’ to finalize this workflow setup.

2. Integrating Gmail with Pabbly Connect

In this step, we will set up Gmail as a trigger in Pabbly Connect. The trigger will activate whenever a new email is received. Select ‘Email Parser by Pabbly’ as your trigger application and choose the event ‘New Email Received’. You will be provided with an email address to connect your Gmail account.

• Copy the provided email address.
• Go to your Gmail account settings.
• Add the copied email address as a forwarding address.

After adding the forwarding address, verify it through the confirmation link sent to your Gmail. Once verified, return to Pabbly Connect and click on the ‘Recapture’ button to capture the email response. This ensures that the connection between Gmail and Pabbly Connect is successfully established.

3. Filtering Emails with Pabbly Connect

To ensure that only relevant emails trigger ticket creation, we will add a filtering step in Pabbly Connect. Select ‘Filter by Pabbly’ as the action application and set the action event to ‘Filter Values’. Here, you can define conditions based on the email subject.

• Set conditions to check if the subject contains specific keywords like ‘issue’, ‘bug’, or ‘feedback’.
• Use the ‘Contains’ filter type for these keywords.

After setting the filter conditions, click ‘Save and Test Request’. If the condition is met, you will see a success message indicating that the workflow will execute whenever an email with the specified keywords is received.

4. Creating Support Tickets in Zoho Desk

Next, we will set up the action to create a support ticket in Zoho Desk using Pabbly Connect. Select ‘Zoho Desk’ as the action application and choose the event ‘Create New Ticket’. Connect your Zoho Desk account by entering the domain and authorizing the connection.

Fill in the necessary details for the ticket such as the subject, contact email, and description generated from the previous steps. The subject can be set as ‘New Ticket from the Client’ and the description will be dynamically mapped from the email content processed by the AI agent. After filling in all required fields, click on ‘Save and Send Test Request’ to create the ticket.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of generating support tickets from emails. By integrating Gmail, AI agents, and Zoho Desk, you can streamline your customer support effectively. This integration enhances response time and improves customer satisfaction significantly.