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CloudMetrics (name changed) | saas

SaaS Company Deflects 73% of Support Tickets with Custom AI Chatbot

San Francisco, CAB2B SaaS (200 employees)3 weeks engagement
AI ChatbotsAI Integration

Challenge

CloudMetrics was drowning in support volume. Their team of 12 agents handled over 1,200 tickets per week, with an average first response time of 18 hours. Annual support spend had hit $420K and climbing. Customer churn data showed that 28% of cancellations cited "slow support" as a primary factor. The deeper problem was ticket composition. An audit of six months of data revealed that 65% of all tickets were L1 issues—password resets, billing questions, API key rotation, and onboarding steps already documented in their help center. These repetitive tickets consumed most of the team's bandwidth, leaving complex technical issues sitting in queue for 2-3 days. The support team was burning out. Two senior agents had left in the previous quarter, and the remaining team was stuck in a cycle of triaging routine requests instead of doing the technical troubleshooting they were hired for. Management was considering hiring 4 more agents at $280K total cost, but recognized that throwing headcount at the problem wouldn't fix the underlying inefficiency.

Solution

We built a custom AI chatbot powered by GPT-4o with retrieval-augmented generation (RAG) against CloudMetrics' entire knowledge base—2,400 help articles, full API documentation, changelog entries, and 14 months of resolved ticket transcripts. The vector store ran on Pinecone with a chunking strategy optimized for their technical content: 512-token chunks with 50-token overlap, using metadata filters for product area and API version. The chatbot was deployed across two surfaces: a web chat widget on their marketing site and docs, and an in-app support panel accessible from any dashboard screen. We designed custom conversation flows for the three highest-volume categories—billing questions (with read-only access to Stripe subscription data), API troubleshooting (with context-aware error code lookup), and new user onboarding (with step-by-step guided walkthroughs). Each flow had explicit boundaries: the bot would attempt resolution for up to 3 exchanges before offering a human handoff. Integration with Intercom handled the escalation path. When the chatbot determined a ticket needed human attention—either by confidence threshold or user request—it created a pre-filled Intercom conversation with full context: the user's question history, relevant KB articles already shown, and a suggested category. n8n workflows managed ticket creation, SLA tagging, and routing to the right specialist queue. The support team saw escalated tickets arrive with enough context to skip the first 5 minutes of diagnosis.

Results

-73%

Weekly Support Tickets

1,200/week324/week

-99.9%

First Response Time

18 hours8 seconds

-$180K saved

Annual Support Cost

$420K$240K

+35%

CSAT Score

3.4/54.6/5

Support team freed from L1 triage

Agent Focus on Complex Issues

35% of time85% of time

Implementation Timeline

Week 1

Discovery & Knowledge Base Audit

Audited 2,400 help articles for accuracy, identified gaps in API documentation, analyzed 6 months of ticket data to map the top 50 question clusters, and defined conversation flow boundaries.

Week 2

RAG Pipeline & Conversation Design

Built the Pinecone vector store with optimized chunking, developed GPT-4o prompt chains for each conversation flow, created the confidence-threshold escalation logic, and wired up Stripe read-only access for billing queries.

Week 2-3

Integration & Testing

Connected Intercom for handoff with context passthrough, built n8n workflows for ticket creation and routing, deployed web chat and in-app widgets, and ran 200 test conversations against real historical tickets.

Week 3

Launch & Monitoring

Rolled out to 10% of traffic, monitored hallucination rates and escalation patterns, tuned confidence thresholds based on real conversations, then opened to 100% with a 48-hour observation window.

Tools & Platforms

OpenAI GPT-4oPineconen8nIntercomSupabase
The chatbot handles the routine stuff perfectly—password resets, billing lookups, API key questions—all resolved in seconds. Our support team now focuses on problems that are actually worth solving. The handoff context is the part nobody talks about: when a ticket does reach a human, the agent already knows what the customer tried and what didn't work.

Sarah Chen

VP of Customer Success

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