Customer

The customer already ran a web-based customer support platform covering ticketing, live chat, a public help centre, SLA tracking and reporting. An AI chatbot was added to the chat widget and help centre to answer routine product questions from the customer’s own documentation, and hand over to a human agent whenever it could not.

The customer provides a support platform used by small and mid-sized software companies to manage customer conversations across email, live chat and a public help centre. Support teams were spending much of the day answering the same product questions by hand, so the customer wanted an AI chatbot inside the existing chat widget that could answer those repeat questions from published documentation and escalate anything else to an agent.

Some of the key blockchain challenges were:
  • Many incoming chats were repeat questions already answered in the help centre, but end users rarely searched first.
  • Content was spread across help centre articles, PDF guides and release notes, with no single source the chatbot could read.
  • A general-purpose model answered confidently and incorrectly about the product, so answers had to be grounded in retrieved documentation.
  • Feature availability differed by plan, so a correct answer could still describe something the end user did not have.
  • Chats had to hand over to a human agent mid-thread without the end user repeating themselves.
  • Perceived response time mattered: a widget that sits silent for a few seconds is treated as broken.
  • Transcripts contained personal and account data, and per-conversation AI cost had to stay predictable as volume grew.
Solutions 
  • Built a content ingestion pipeline that chunks and embeds help centre articles, PDF guides and release notes, and re-indexes on publish.
  • Used retrieval-augmented generation so the model answers only from retrieved content, with source links shown alongside each answer.
  • Applied a retrieval confidence threshold, so unanswerable questions offer a human agent instead of a guess.
  • Passed tenant and plan context into retrieval as filters so answers matched the end user’s entitlement.
  • Streamed responses over SignalR and kept context with a rolling summary rather than resending full transcripts.
  • Cached frequent answers and embeddings, and applied per-tenant rate limits and token budgets to keep cost predictable.
  • Built handover into the existing ticketing module, attaching the transcript and an AI summary to the new ticket.
  • Redacted identifiable details before AI processing and kept transcripts in the customer’s database under their retention policy.
  • Added an admin console for reviewing conversations and publishing curated answers without a deployment.
  • Implemented fallback to the normal live chat queue if the AI service was unavailable, with RBAC over transcripts and reporting.
Results
  • Routine questions are answered in the widget before reaching the support queue, leaving agents the conversations that need a person.
  • Escalated chats arrive with transcript and summary attached, so agents start with context.
  • Answers grounded in the customer’s own documentation, with visible sources, cut down confidently wrong replies.
  • Support leads can correct a bad answer the same day through curated content, without engineering involvement.
  • Caching, retrieval limits and per-tenant budgets kept AI cost per conversation predictable as volume grew.
  • Unanswered questions are logged, turning the chatbot into a running list of gaps in the help centre.
  • Added to the existing chat and ticketing workflow without a rewrite of the wider platform.
Technologies
  • React, chat widget & admin console
  • .NET Core, backend and AI orchestration
  • SQL Server & Entity Framework Core
  • OpenAI, answers and summaries
  • Text embeddings, vector search & RAG
  • SignalR, streamed responses
  • Redis, answer and embedding caching
  • Azure Blob Storage, source documents
  • JWT authentication & Role-Based Access Control
  • Serilog, application and AI request logging
  • REST APIs, platform and AI integration
  • GitHub Actions & Docker, build and deployment
Timeline: 10 Weeks
  • Discovery, Content Audit & AI Architecture: 1 week
  • Content Ingestion & Vector Index Pipeline: 1.5 weeks
  • Retrieval & Answer Generation Engine: 2 weeks
  • Chat Widget & Streaming Response UI: 1.5 weeks
  • Human Handover & Ticketing Integration: 1.5 weeks
  • Admin Console & Feedback Loop: 1.5 weeks
  • Testing, Security Review & Deployment: 1 weeks

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