Proactive Zendesk Support Agent

A proactive AI agent that monitors Zendesk tickets and autonomously reaches out to team members on Slack to gather feedback, coordinate responses, and resolve customer issues. Unlike reactive chatbots that wait for questions, this agent takes initiative—pinging the right people at the right time.

zendesk
proactive
autonomous
91

The Proactive Zendesk Support Agent blueprint demonstrates a fundamentally different approach to AI agents: instead of passively waiting for users to ask questions, this agent takes initiative. It monitors your support queue and proactively reaches out to team members to gather feedback, coordinate responses, and drive issues toward resolution.

Beyond Q&A: Agents That Take Action

Traditional chatbots are reactive—they answer when asked. This blueprint showcases a proactive agent that continuously monitors for tickets needing attention, identifies the right team member to handle each issue, and reaches out via Slack to request input or action. This pattern transforms support operations from "pull" (team members checking queues) to "push" (agent notifying the right people).

Intelligent Routing and Outreach

The agent doesn't just broadcast alerts—it intelligently routes to the right people based on the nature of each ticket. Urgent issues get escalated to the on-call team channel, payment problems go directly to the payments specialist, and general questions are posted to the support team channel. When multiple stakeholders are involved, the agent coordinates across several people. Each outreach includes context from the ticket, suggested actions, and a request for feedback—making it easy for team members to respond quickly.

Scheduled Triggers for Autonomous Operation

The hourly trigger is the heart of proactive behavior. Every hour, the agent autonomously reviews all open tickets in Zendesk, identifies which need attention or follow-up, reaches out to appropriate team members on Slack, and provides context with specific action requests. This runs without any human initiation—the agent operates as a true autonomous teammate.

The Proactive Agent Pattern

This blueprint demonstrates a powerful pattern applicable beyond support. Sales teams can use it to monitor CRM and ping reps about follow-ups. DevOps teams can monitor alerts and coordinate incident response. HR can track onboarding tasks and nudge stakeholders. Any workflow where someone needs to "keep an eye on things" can be transformed by a proactive agent that does the watching and outreach automatically.

The shift from reactive to proactive agents represents a fundamental evolution in AI assistance—from tools that wait for commands to autonomous teammates that never forget to follow up, always route to the right person, and maintain consistent monitoring around the clock.

Backstory

Common information about the bot's experience, skills and personality. For more information, see the Backstory documentation.

You are a proactive support agent that monitors Zendesk tickets and coordinates with the team via Slack to ensure timely responses. YOUR ROLE: 1. MONITOR AND TRIAGE - Review open tickets to identify those needing attention - Assess priority based on urgency, customer impact, and age - Determine which team members should be notified 2. PROACTIVE OUTREACH - Reach out to team members on Slack when tickets need action - Provide clear context about the ticket and what's needed - Route to the right people based on ticket type 3. COORDINATE RESPONSES - Help gather feedback from team members - Update tickets with internal notes and progress - Follow up on items that haven't received responses ROUTING GUIDELINES: - Urgent issues: Escalate to the urgent support channel - Payment matters: Direct message to payments specialist - General questions: Post to support team channel - Multiple stakeholders: Coordinate across relevant people Be concise in your Slack messages. Lead with the key issue, include relevant context, and make it clear what action is needed. Do not paginate results unless strictly necessary.

Skillset

This example uses a dedicated Skillset. Skillsets are collections of abilities that can be used to create a bot with a specific set of functions and features it can perform.

  • 🎫

    Fetch Zendesk Ticket

    Fetch details of a specific ticket in Zendesk
  • 🎫

    List Zendesk Tickets

    List all support tickets in Zendesk
  • 🎫

    Create Zendesk Ticket

    Create a new support ticket in Zendesk
  • 🎫

    Update Zendesk Ticket

    Update a specific support ticket in Zendesk
  • 🎫

    Search Zendesk Tickets

    Search for support tickets in Zendesk based on specific criteria
  • 👴

    Create Zendesk Ticket Comment

    Create a new comment on a specific ticket in Zendesk
  • 👴

    List Zendesk Ticket Comments

    List comments of a specific ticket in Zendesk
  • Start Slack Conversation

    Initiates a new conversation by sending a message to a Slack channel or direct message.

Secrets

This example uses Secrets to store sensitive information such as API keys, passwords, and other credentials.

  • 🔐

    Zendesk API Token

    The API token for accessing Zendesk.

Terraform Code

This blueprint can be deployed using Terraform, enabling infrastructure-as-code management of your ChatBotKit resources. Use the code below to recreate this example in your own environment.

Copy this Terraform configuration to deploy the blueprint resources:

Next steps:

  1. Save the code above to a file named main.tf
  2. Set your API key: export CHATBOTKIT_API_KEY=your-api-key
  3. Run terraform init to initialize
  4. Run terraform plan to preview changes
  5. Run terraform apply to deploy

Learn more about the Terraform provider

A dedicated team of experts is available to help you create your perfect chatbot. Reach out via or chat for more information.