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Give support reps a triage summary before they reply

Corey Smith, a senior support engineer at ClickUp, got tired of each ticket starting with 15 minutes of digging. His team handles about 5,000 tickets a month. Using Zapier MCP, his system pulls the full Zendesk ticket, matches it to ClickUp's internal docs and runbooks, and finds related past tickets. The rep then sees a short summary with the right articles and next steps before typing. Research dropped to about 4 minutes per ticket, which Zapier puts at over 917 hours saved monthly. The same setup also collects feedback after a case closes, so leads can review quality without manual audits. The story is published by Zapier, the vendor, and the setup helps reps rather than replying on its own.

Tools used

  • Zapier MCP
  • Zendesk

Sources (2)