SaaSAI & ML Development6 Week Engagement

AI Support Assistant with Retrieval Augmented Generation for Faster Resolution

A SaaS company wanted to reduce support load while keeping response quality high. We built an AI assistant using retrieval augmented generation, with guardrails, evaluation, and analytics. The assistant resolved common issues, escalated safely, and improved time to first response.

Confidential engagement. NDA available upon request.

58%

Ticket Deflection

35s

Median First Response

22%

CSAT Increase

6

Weeks to Pilot

01. Client Overview

About the Client

Industry

SaaS

Company Size

80 to 140 employees

Background

A SaaS provider with a growing customer base and a support team under pressure. Knowledge lived across docs, tickets, and internal notes with inconsistent structure.

02. The Problem

What Needed to Change

High volume of repetitive tickets

Many tickets covered the same setup and configuration issues, consuming agent time.

Knowledge fragmentation

Docs were spread across multiple tools and were not consistently updated.

Safety and accuracy concerns

The system needed guardrails to avoid hallucinations and handle sensitive requests safely.

Production integration requirements

The assistant had to integrate with existing workflows and reporting.

03. Objective

The Mission

Build an AI assistant that answers common questions accurately, reduces support load, and escalates safely with measurable quality.

04. Approach and Methodology

How We Approached It

01. Data and evaluation setup

Week 1 to 2
  • Content ingestion and normalization
  • Chunking and retrieval strategy selection
  • Evaluation set creation from historical tickets
  • Guardrail rules definition

02. Implementation and integration

Week 3 to 5
  • RAG pipeline implementation with citations
  • Escalation and handoff workflows
  • Telemetry and quality metrics tracking
  • Internal testing and iteration

03. Pilot launch

Week 6
  • Limited rollout to a subset of customers
  • Ongoing evaluation and prompt tuning
  • Feedback loop with support team
  • Decision framework for broader rollout
05. Key Findings

Vulnerabilities Discovered

0

CRITICAL

1

HIGH

2

MEDIUM

1

LOW

Severity
Vulnerability
HIGH

Outdated documentation caused retrieval conflicts

Multiple versions of docs led to inconsistent answers without document freshness controls.

MEDIUM

Ambiguous product terms reduced precision

Synonyms and inconsistent naming reduced retrieval quality for certain topics.

MEDIUM

Escalation criteria needed tightening

Some billing and account change requests required stricter handoff rules.

LOW

Analytics event naming inconsistencies

Event naming needed standardization to compare channels accurately.

06. Solution Implemented

How We Fixed It

RAG with quality controls

Implemented retrieval with freshness and source prioritization to reduce conflicting answers.

Guardrails and escalation

Added safe handling policies and automatic escalation for sensitive requests.

Evaluation and monitoring

Built dashboards for answer quality, deflection, and failure modes to guide iteration.

07. Results and Impact

Measurable Outcomes

The assistant reduced repetitive support load while maintaining quality through evaluation and safe escalation.

58%

Ticket Deflection

35s

Median First Response

22%

CSAT Increase

6

Weeks to Pilot

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