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SaaS · Vertex Labs

Shipped an AI copilot that deflects 60% of tickets

A RAG-powered support copilot grounded in the client's docs, wired into their helpdesk with guardrails and analytics.

V
SaaS
60%
Tickets deflected · Vertex Labs
Client
Vertex Labs
Industry
SaaS
Timeline
12 weeks
Year
2024
60%
Tickets deflected
4.8/5
CSAT
12 wks
To production
The challenge

Vertex Labs' support queue was growing faster than they could hire. Customers waited hours for answers that already lived in the docs, and the team feared an AI bot would hallucinate and hurt trust.

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How we approached it
  1. 01

    Built a retrieval-augmented (RAG) copilot grounded strictly in Vertex's own documentation and tickets.

  2. 02

    Added guardrails and confidence thresholds so the bot escalates to a human when unsure.

  3. 03

    Wired it into the existing helpdesk with full conversation analytics.

  4. 04

    Shipped a feedback loop so every resolved ticket sharpens future answers.

The outcome

The copilot now deflects 60% of incoming tickets at a 4.8/5 satisfaction score, freeing the team to focus on the hard cases — live in twelve weeks.

It answers like our best support rep and knows when to step back. It paid for itself in the first month.
VP Customer Success · Vertex Labs
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