How First Orion’s Advanced AI Agent Drives Efficiency and Excellence

In an era where customer expectations for instant, accurate support continue to rise, First Orion successfully deployed an Advanced AI Agent (uGPT) within our Zendesk infrastructure that’s transforming how we deliver customer service.  

With 35% of all conversations now involving Gen AI¹ and a remarkable 59% deflection rate², we’re not just keeping pace with the AI revolution. We’re leading it.  

The Vision: Augmenting Human Excellence with AI Intelligence   

Our goal was to create an AI-powered support system that empowers human agents by automating routine inquiries, allowing them to focus on complex, high-value interactions. We aimed to:  

• Democratize access to cutting-edge AI technologies across our support organization.  

• Provide unprecedented visibility into customer interaction patterns and agent performance. 

• Create a flexible, iterative platform that support teams could control and optimize.  

• Significantly reduce ticket volume while improving customer satisfaction. 

The Approach: Building for Scale, Flexibility, and Intelligence

1. Strategic Data Integration

Using Databricks, we integrated product and customer platform data to create a comprehensive view of each interaction. This enables the AI agent to deliver context-aware, personalized responses.

2. Empowering AI Agent Builders

To make the system easy to refine, we equipped support managers and AI builders with tools that let them create and modify dialogue flows without relying on engineering teams. They can experiment quickly, test new approaches in controlled environments, and adapt based on real-time performance data, all of which accelerates innovation and ensures the AI continues to meet customer needs.

3. Real-Time Analytics and Insights

By leveraging Zendesk’s native analytics, we established a near real-time feedback loop that delivers immediate insights. Support leaders can analyze the entire journey of individual conversations, track how help articles are used, spot knowledge gaps, and monitor performance metrics as they happen. This constant stream of data enables faster, more informed decisions. 

Implementation Highlights  

We started by reviewing the most common support tickets to pinpoint opportunities for automation. As the AI agent matured—eventually reaching an 85% success rate in message comprehension—we expanded its capabilities to include:  

• Context-aware responses via Databricks integration  
• Proactive issue resolution suggestions based on customer platform data  
• Intelligent escalation protocols for seamless handoff to human agents 

Quality Improvements  

• 85% Message Comprehension: High accuracy in understanding customer intent  
• Improved Customer Journey: Instant 24/7 responses with smooth escalation  
• Enhanced Agent Experience: Agents focus on complex, rewarding tasks 

Strategic Advances 

• Near Real-Time Visibility: Immediate insights into performance trends  
• Continuous Learning: Every interaction improves the system  
• Data-Driven Optimization: Intelligent responses powered by integrated data 

Beyond customer support, AI agents are increasingly being leveraged as strategic assets across areas like fraud detection, branded calling, HR automation, and product development. This evolution positions AI not just as a support tool, but as a core enabler of business transformation. 

Julie Martinez, First Orion Product Support Analyst, noted how this adaptability opens the door to continuous innovation. “An impressive feature about the AI bot is that it picks up on patterns in what people are asking and suggests the most relevant use cases for us to build on in future releases,” she said.  

By identifying emerging needs directly from customer interactions, the AI helps teams prioritize the most impactful enhancements, driving smarter, faster development across the business. =

Usage Patterns: How Teams Leverage the Platform  

Support Team Empowerment – With the platform’s advanced analytics tools, support teams now have visibility into every aspect of the customer experience. Using Zendesk, they can analyze performance data, trace complete conversation journeys, and see exactly how help articles are being used. The system even recognizes emerging patterns, helping teams spot potential issues before they become widespread problems. 

Customer Self-Service Evolution – The AI agent has completely reshaped the self-service experience. Customers now interact with a natural language conversational interface that feels intuitive and responsive. Because the agent leverages Databricks data for context, it can deliver more relevant answers and even anticipate needs by providing proactive support based on customer behavior patterns. 

Continuous Improvement Cycle – Behind the scenes, an ongoing optimization process ensures the AI agent keeps getting better. Teams continuously monitor real-time performance, analyze where conversations encounter friction, and review help article usage to see what’s working and what isn’t. Dialogue flows are then modified, updates deployed, and results tracked to measure impact all in a rapid, iterative cycle. 

Deep Analytics: The Power of Real-Time Insights – Every conversation generates valuable insights, and the platform captures them in real time. By mapping each customer’s journey, teams can see what leads to successful self-service outcomes, what triggers escalations, and where processes can be streamlined for faster resolution. 

Looking Ahead: The Future of AI-Powered Support  

While our current metrics demonstrate significant success, we see this as just the beginning. Our roadmap includes expanding capabilities, integrating new channels, and continuing to empower our teams with intelligent tools that evolve with customer needs.  

Key Takeaways  

Our Advanced AI Agent implementation shows how thoughtful AI integration can transform customer support and operations: 

Strategic AI deployment drives efficiency and enhances customer experience.
As First Orion Product Support Analyst Lily Callaway explains, “As our client list grows, so does our ticket volume. What I love most about the bot is how it gives us detailed information we need upfront, so we spend less time researching and more time helping customers.” 

Empowering teams with control and visibility ensures AI serves business needs effectively.
By giving support teams the insights and tools they need, AI becomes a partner in problem-solving rather than a black box. 

Continuous optimization fueled by real data drives sustained improvement.
Every interaction provides valuable feedback, enabling the system to adapt and perform better over time. 

Human-AI collaboration creates the best outcomes for everyone involved.
Rather than replacing human agents, AI frees them to focus on complex, high-value tasks while handling routine inquiries automatically. 

Conclusion  

The deployment of our Advanced AI Agent represents a technological achievement and marks a transformation in how we deliver customer support. With a 59% deflection rate while maintaining high quality standards, we’ve shown that AI can reduce costs, improve efficiency, and enhance customer satisfaction all at once.  

As First Orion Chief Information Officer Mike Lloyd notes, “The ability to scale revenue without incremental headcount is providing huge value to First Orion,” underscoring how this innovation drives both operational and business impact. 

As we continue to refine and expand our AI capabilities, we remain committed to our core principle: technology should empower human excellence, not replace it. Our success metrics validate this approach, showing that when AI and human intelligence work in harmony, the results exceed what either could achieve alone.  

The future of customer support is here, and it’s powered by the intelligent collaboration between advanced AI and skilled human agents. Our journey with the Advanced AI Agent is proof that with the right vision, approach, and implementation, organizations can successfully navigate the AI revolution while delivering exceptional value to customers and teams alike.  

Sources:  

1. LifeChatAI 
2. ControlHippo