Setu Recipes: reusable workflows across every app.Browse templates
Customer support

Escalation with full context

Everything the next person needs, gathered first: the history, the account, the billing, what has been tried and what to do.

Chat

Prepare the escalation for the Northwind ticket.
The customer hit the export error three times, and an engineer already saw it in #eng. They renew in 40 days. I suggest Sam calls today.

Connected apps.

Connect each one once. You sign in on the app's own screen, and you can disconnect any time.

  • ZendeskZendesk
  • HubSpotHubSpot
  • StripeStripe
  • PagerDutyPagerDuty
  • SlackSlack

An example run.

What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.

Escalation with full context

  • Zendeskzendesk.get_ticketTicket and 14 messages read; the same error three timesDone
  • Zendeskzendesk.search_tickets2 earlier tickets from the same customerDone
  • HubSpothubspot.get_companyGrowth plan, renews in 40 days, owner SamDone
  • Stripestripe.list_invoicesAll paid; one disputed charge last quarterDone
  • Slackslack.search_messagesAn engineer mentioned the same error in #engDone
  • PagerDutypagerduty.list_incidentsA related incident was resolved yesterdayDone
  • Slackslack.post_messageEscalation pack posted to the account ownerWaits for you

You stay in control.

Looking things up is automatic. Anything that changes something waits for you, and every step is logged.

Runs on its own

  • Ticket and 14 messages read; the same error three times
  • 2 earlier tickets from the same customer
  • Growth plan, renews in 40 days, owner Sam
  • All paid; one disputed charge last quarter
  • An engineer mentioned the same error in #eng
  • A related incident was resolved yesterday

Waits for your approval

  • Escalation pack posted to the account owner

How it works.

  1. Connect your apps

    Zendesk, HubSpot, Stripe, PagerDuty, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.

  2. Ask, or set a trigger

    Run it on request, or when a ticket escalates. You describe the job in your own words.

  3. You stay in control

    Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.

Give your agent real hands.

Connect an app, hand your agent the tools, and watch it finish the job.