AI Recipes for Customer Service

Practical, copy pasteable playbooks for automating support and success workflows with Customerly's Aura, Flows, AI Missions, and REST API blocks. Each recipe is one team killing one invisible five minute task.

AI for Customer Support

Customer SupportClickUpBug reports

Auto create bug tickets in ClickUp from a Customerly conversation

Stop spending 5 minutes per bug copy pasting from chat to ClickUp. Fire one Flow and Aura collects the missing info, files the ticket, and replies in the conversation with the link.

⏱ 15 minutesIntermediate
Read the recipe
Customer SupportSlackNotifications

Send every new Messenger conversation to Slack in real time

Your team lives in Slack, not in another inbox tab. A two block Flow posts every new Messenger conversation to your support channel the second it starts, with a one click link back to reply.

⏱ 10 minutesBeginner
Read the recipe

AI for Customer Success

Customer SuccessChurn preventionSlackHubSpot

Catch churn signals in support chats and loop in the CSM with full context

Customers don't churn on the day they cancel. They churn 3 months earlier, in a support chat. Aura listens for the signal, pings the CSM in Slack, and opens a renewal at risk task in HubSpot, automatically.

⏱ 20 minutesIntermediate
Read the recipe

AI for Sales

SalesLead qualificationHubSpotSlack

Qualify inbound demo requests with AI and create HubSpot deals only for in target leads

Stop letting your SDRs spend hours qualifying out wrong fit leads. Aura asks the right questions, decides if the lead is in target, and only then creates a HubSpot deal and notifies the AE.

⏱ 25 minutesIntermediate
Read the recipe
AI Recipes

How Customerly AI Recipes work

What teams ask before adopting an AI Recipe.

A Customerly AI Recipe is a step by step playbook for using Aura, Flows, AI Missions, and REST API blocks to automate a specific support or success workflow. Each recipe ships with copy pasteable prompts and integration configs so you can build it inside Customerly in under 15 minutes.

No. Most recipes use the on demand Flow + AI Mission + REST API block pattern, all configured in the Customerly UI. You only need API credentials for the external tool you are connecting to (ClickUp, Jira, HubSpot, etc.).

AI Missions, Flows, and REST API blocks are part of the Customerly AI Studio, available on the Growth plan and above. Aura, the AI agent that powers the conversational steps, is available on every paid plan at a flat $0.45 per AI conversation.

Yes. The recipe shape (on demand Flow + AI Mission + REST API + reply step) stays the same. You swap the REST API block's endpoint, headers, and body to match the target tool's create issue or create record API. The Mission prompt and reply step are usually reusable as is.

Got a five minute task we should turn into a recipe?

Tell us the workflow you wish your support team didn't have to do anymore. We'll build the recipe and publish it here.

Talk to our team