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AI Agents

An agentic support layer that answers before a human sees the ticket.

The client's support queue was growing faster than their team. We built a production RAG agent that now closes the majority of tickets on its own.

An agentic support layer that answers before a human sees the ticket.
Client
B2B fintech
Industry
B2B fintech
Engagement
AI agent development
Timeline
12 weeks
The challenge

Support headcount couldn't keep pace with growth

The client's ticket volume had tripled in a year, and most of it was repetitive: account setup, reconciliation errors, API integration questions already answered somewhere in their docs, if the customer could find it.

A first attempt at a support chatbot had shipped and quietly been disabled after it gave confidently wrong answers on billing questions. the client needed something accurate enough to trust with real customer accounts, not a demo.

Our approach

Building an eval harness before the agent

Before writing a single prompt, we built a 150-ticket held-out test set graded by the client's own support leads, so every version of the agent had a real pass rate, not a vibe check, before it touched a live customer.

The agent itself runs a hybrid retrieval pipeline over docs, past tickets, and account data via tool calls, with a confidence threshold that hands off to a human the moment it isn't sure rather than guessing.

The build

What's in production now

The agent runs on a fused dense/BM25 retrieval pipeline with a reranking step, backed by tool calls into the client's account and billing systems for anything that needs live data rather than static docs. Every low-confidence response routes straight to a human, logged for the next eval cycle.

The build
Built with
LangChainRAGPythonPostgrespgvectorOpenAI
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