Support auto-replies from a knowledge base, with hard cases handed to a human

The scenario reads emails from почта, answers from the Pinecone knowledge base, logs to Microsoft SQL, and raises urgent cases in okoCrm.

  • Questions sorted by topic automatically
  • Answers drawn from your materials via Pinecone
  • Every ticket tracked in Microsoft SQL
  • Urgent ones raised to a human in okoCrm
GmailPinecone Vector StoreEmbeddings OpenAIGoogle Drive
Connect Pinecone and launchScriptera

How it works

To move data from Microsoft SQL to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Gmail Trigger
  2. Then: Text Classifier
  3. Then: Set Ticket Metadata
  4. Then: Technical Support Agent
  5. Then: Send Gmail Response
  6. Then: Log to Support Dashboard
  7. Then: Set Ticket Metadata1
  8. Then: Billing Support Agent
  9. Then: Set Ticket Metadata3
  10. Then: Urgent Escalation Agent
  11. Then: Slack Human Escalation
  12. Then: Set Ticket Metadata2
  13. Then: General Support Agent
  14. Then: OpenAI Classification Model
  15. Then: Google Gemini Chat Model
  16. Then: Pinecone Vector Store
  17. Then: Embeddings OpenAI
  18. Starts when: Google Drive Trigger
  19. Then: Google Drive
  20. Then: Pinecone Vector Store1
  21. Then: Default Data Loader
  22. Then: Recursive Character Text Splitter
  23. Then: Embeddings OpenAI1

You can launch this Microsoft SQL + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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