Automate Kustomer Research & Insights with Tonkean's "Search Kustomer Agent" Template

In today's enterprise environments, operations professionals in procurement, legal, and IT face the challenge of extracting actionable insights from vast amounts of customer data. The "Search Kustomer Agent" template for Tonkean is designed to solve this problem by automating the research and reporting process across all Kustomer entities—including Conversations, Events, Work Sessions, Messages, and Customers.

Key Challenges Solved by the "Search Kustomer Agent" Template

• Eliminates manual research: Automate the process of searching and compiling data from Kustomer, saving valuable time and reducing errors.
• Unifies insights: Consolidate information from multiple Kustomer entities into a single, actionable report.
• Accelerates response times: Quickly access relevant customer conversations and events to improve support and decision-making.
• Standardizes processes: Ensure consistent methods for gathering, analyzing, and reporting on customer interactions.
• Orchestrates across tools: Seamlessly integrate Kustomer research with other enterprise systems and workflows.

Real-World Examples: How Enterprises Use the "Search Kustomer Agent" Template

Enterprises leveraging Tonkean's "Search Kustomer Agent" template are able to:

• Automate Customer Support Research: When a high-priority support ticket is escalated, the agent automatically searches Kustomer for all related conversations, events, and messages, compiling a comprehensive dossier for the support team. This not only reduces manual effort but also ensures that no critical context is missed.
• Enable Proactive Customer Success: Customer success managers can trigger the agent to gather recent work sessions and event histories for key accounts, surfacing trends or issues before they escalate. By integrating with AI-powered insights, Tonkean can even suggest next best actions based on historical data.
• Streamline Compliance and Auditing: Legal and compliance teams can use the agent to quickly retrieve all communications and activities related to a specific customer or case, supporting audits and regulatory requirements without manual digging through disparate records.
• Integrate with Enterprise Workflows: The agent can be embedded into broader workflows using Tonkean’s no-code process builder, allowing automated research results to be routed to Slack, Teams, or email, or even trigger follow-up actions in systems like Salesforce or Jira.

Tonkean Features That Power the Solution

Tonkean’s platform brings together a suite of tools to maximize the value of the "Search Kustomer Agent" template:

• Data Source Integrations to connect directly with Kustomer and other enterprise systems.
• Intelligent Request Classification to automatically categorize and prioritize research tasks.
• AI Front Door capabilities to surface insights and automate responses based on research findings.
• Process Optimization to continuously improve how research and insights are delivered to teams.
• Automate Existing Tech Stack to orchestrate actions across Kustomer, Slack, Teams, Salesforce, and more.

Why Tonkean for Kustomer Research Automation?

Tonkean empowers enterprise operations teams to orchestrate and automate complex research tasks without writing code. By leveraging the "Search Kustomer Agent" template, organizations can:

• Reduce time spent on manual research by up to 80%.
• Improve the accuracy and completeness of customer insights.
• Enhance cross-team collaboration by delivering insights where teams already work.
• Maintain full control and governance over sensitive customer data.

Ready to experience the power of automated Kustomer research? Get started with Tonkean today or explore more about our platform capabilities.