Overview
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Learn to build your first AI agent in just 20 minutes using Make.com's no-code platform to automate customer service workflows. Discover how to create an intelligent system that connects your email inbox, knowledge base, and Slack to automatically handle customer inquiries by reading emails, responding to frequently asked questions, and escalating complex requests to your team. Master the process of setting up an AI agent by selecting appropriate models and providers, crafting effective system prompts with proper guardrails, and adding contextual FAQ information for accurate responses. Build a complete automated workflow by configuring email triggers for both Outlook and Gmail, creating email reply tools for automatic responses, and setting up Slack escalation tools for complex queries that require human intervention. Test your AI agent end-to-end and visualize the entire workflow using Make's intuitive grid interface, ensuring your automation runs smoothly and efficiently handles various customer service scenarios.
Syllabus
00:00 - Introduction
00:42 - Get Make
01:13 - Preview the workflow we build
01:54 - Open Make and create AI Agent
02:11 - Pick provider and model
02:54 - Write the system prompt with guardrails
03:35 - Add FAQ as context
04:50 - Test the agent with store hours
05:18 - Create a scenario and set email trigger
10:27 - Create Email Reply tool
13:41 - Create Slack Escalation tool
16:15 - Assign both tools to the agent
17:55 - Test the agent
19:21 - View everything in the Make Grid
20:18 - Wrap up
Taught by
Kevin Stratvert