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  • From Chaos To Clarity: Build An AI Agent That Investigates Customer Complaints Like Your Best Analyst

Every customer complaint tells a story—but piecing it together takes time, context, and judgment. Your support team spends hours manually digging through complaint details, cross-referencing customer history, and crafting recommendations that often get lost in handoffs to other teams.

What if your AI could do that detective work automatically?

In this hands-on session, you'll build a goal-based AI agent using AI Skills that acts as your team's most thorough investigator. Instead of bouncing complaints between systems and people, you'll create a single intelligent system that examines each case, learns customer context, and delivers confident, data-backed recommendations ready for your review teams. And best of all, everything will be built in our Automation Cloud Services, so you won't need to install anything.

By the end of this session, you'll have:

  • Built a goal-based AI agent that thinks like your best support analyst
  • Automated the investigation workflow: intake → analysis → history review → recommendation
  • Designed intelligent decision-making that balances speed with accuracy
  • Created a handoff system that makes recommendations transparent and actionable for downstream teams
  • Gained a blueprint you can apply to complaints, claims, disputes, escalations, and beyond

This is a live, interactive session where you'll build, test, and deploy a working agent in a real sandbox environment. Whether you're new to AI agents or looking to level up your automation skills, you'll walk away with both the technical know-how and the confidence to tackle complex, multi-step support workflows.

Tools we’ll use include:

  • AI Skills
  • Goal-based Agents
  • Automation Cloud Service

Max Cassidy

Senior Developer Evangelist

Automation Anywhere

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