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Solutions · Customer Operations
Automate onboarding, route support requests by category and priority, and trigger lifecycle steps from events in your systems.
Incoming request #4821
“I was charged twice this month…”
Who it's for
Consistent handling, quick triage and fewer dropped steps.
Onboarding varies by person
Each customer gets a slightly different setup depending on who runs it.
Triage is manual
Requests are read and sorted by hand before anyone can act.
Lifecycle steps are forgotten
Follow-ups depend on reminders and spreadsheets.
How it works here
Events in your systems become the next step, automatically.
Sign-up
Deal closed or account created
Onboard
Records, tasks and welcome messages
Support
Requests classified and routed
Lifecycle
Plan or usage events trigger follow-ups
Workflow examples
A new customer triggers verification, CRM setup, internal tasks and welcome notifications in one tracked run.
Customer onboarding
Verification, records, kickoff tasks and welcome messages.
Support routing
Classify requests, set priority and assign the right queue.
Capabilities used
Customer onboarding
One tracked run creates records, tasks and messages.
Ticket routing
AI categorises, rules prioritise, queues receive.
Lifecycle automation
Events such as plan changes trigger the next step.
Notifications
Assignees see context, not just a ticket number.
Try it
A simulated run with sample data. Approve, reject or simulate a failure to see how the workflow responds.
Trigger: CRM · Deal closed-won
Select a step to inspect it, or press Run Workflow to start a simulated execution.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Value
These are the measures Zynapte Flow is designed to expose for this team. We don't publish performance figures because there is no production usage data to report yet.
Time to route
Request received to queue assigned.
Onboarding completion
Customers with every setup step complete.
Escalation share
Requests classified as high priority.
Step failures
Setup steps that needed a retry.
Templates
Customer Onboarding
Verify a new customer, set up records, create internal tasks and send welcome notifications in one tracked run.
Use this template →Support Routing
Classify incoming requests with AI, set priority by rule and assign them to the right queue.
Use this template →9 templates available in total.