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How to Build AI Agents for Customer Service Step by Step Blog article guide

How to Build AI Agents for Customer Service

Learn how to build AI agents for customer service with no-code platforms. Reduce response times, automate support workflows, and improve customer satisfaction with intelligent automation.

Guru Angisetty AI in Customer Service | Guru Angisetty
July 15, 2025
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TL;DR

Customer service teams never have it easy. On one hand, they are perpetually drowning in repetitive queries. On the other hand, they have to keep in mind that customers expect instant, personalized responses, that too, 24/7. 

Self-service, speed, and personalization may have become baseline expectations in 2025, but these are hardly ever competitive advantages. For example, conventional chatbots struggle with nuanced and natural conversations. And if an enterprise tries building custom AI, it sets itself up for months of development time and significant engineering resources.

However, AI agents offer a perfect solution here. It comes with completely autonomous problem-solving that goes beyond scripted responses, providing intelligent customer service automation that adapts to complex scenarios. 

In this guide, you will learn how to build AI agents for customer service using platforms where you don’t need to write a single line of code. So, this is a perfect and timely opportunity if you have been looking to transform your support operations with agentic AI.

What Are AI Agents for Customer Service?

AI agents are a monumental shift beyond traditional chatbots and scripted customer service systems. Conventional chatbots typically follow predetermined conversation trees. At the end of the day, it remains a bot, often denting sensitive customer expectations with its prosaic responses. 

Compare this to AI agents, which harness the power of the latest large language models to thoroughly understand context, analyze customer intent, and execute autonomous actions based on complex decision-making processes. 

What’s more, these intuitive systems combine natural language processing with workflow automation to handle entire customer service scenarios from initial contact through resolution. 

For instance, you can get them to automatically analyze support tickets, retrieve relevant information from knowledge bases, draft personalized responses, update CRM systems, and escalate issues when human intervention is required.

So, the key difference between AI agents for customer service and chatbots lies in the former’s ability to reason through problems rather than simply matching keywords to responses. 

Read More: What’s the Difference Between Chatbot and Conversational AI Tools?

Agents can maintain conversation context across multiple interactions, continuously learn from customer data patterns, and then make intelligent decisions about the most appropriate actions to take in each unique situation.

Related Read: Best Customer Service AI Chatbot Solutions [Free & Paid]

Why AI Agents Outperform Traditional Customer Support Tools

How AI Agents enhance customer support efficiency
How AI Agents enhance customer support efficiency

Traditional customer support tools used to do their job back in the day, but they also regularly created operational bottlenecks. Over time, that meant massive inefficiencies and increased costs for customer service centers. This is precisely what AI agents eliminate through intelligent automation. 

Let’s take a closer look at some major downsides of the legacy systems and how AI agents outperform them:

Limited Context Understanding

As noted before, traditional chatbots struggle with nuanced customer requests that don’t fit predefined scripts. However, AI agents understand the conversational context in real time and can handle ambiguous queries by analyzing the customer’s complete interaction history and the current situation.

Inflexible Workflow Management

Conventional support tools follow rigid processes that can’t adapt to unique scenarios. In contrast, AI agents for customer service dynamically adjust their approach based on customer type, issue complexity, and business priorities.

Integration Challenges

Legacy systems often operate in silos, requiring manual data transfer between platforms. But AI agents seamlessly connect with existing CRM systems, knowledge bases, and communication channels to provide unified customer experiences.

Scalability Limitations

Traditional tools require proportional staffing increases to handle growing support volumes. AI agents scale up and down instantly without changing your existing human resources while maintaining consistent service quality.

Learn More: AI Tools for Customer Service: Full Guide + 6 Top Tools

Benefits of AI Agents in Customer Support

AI Agents can revolutionize the customer support experience
AI Agents can revolutionize the customer support experience

The implementation of AI agents for customer service delivers measurable improvements across several areas, such as:

Faster Response Times

AI agents process customer inquiries instantly. That means zero delays associated with human queue management. Additionally, they manage multiple conversations simultaneously while providing personalized attention to each customer’s specific needs.

Contextual Escalation

Advanced agents recognize when issues require human expertise and seamlessly transfer conversations to the human agents with complete context. This ensures customers never need to repeat their problems while enabling support staff to focus on complex, high-value interactions.

24/7 Availability

AI agents provide consistent customer support outside business hours, handling routine inquiries. For complex issues, they collect detailed information that requires specialist attention during regular hours.

Cost Savings and Team Productivity

By automating routine inquiries, the agents enable human agents to focus on complex problem-solving and relationship-building. This reduces operational costs while improving job satisfaction for support team members.

Consistent Service Quality

These agents also deliver uniform responses based on established knowledge bases and company policies, eliminating any scope of variability in customer experiences.

Multilingual Support

Modern AI agents can communicate in multiple languages without requiring specialized staffing, enabling global customer support.

Checkout How Automation Anywhere Used Odin AI to Streamline Responses for Support Tickets

How to Build AI Agents for Customer Service

Building AI agents for customer service with a no-code AI agent builder platform like Odin AI involves no usual hassles of coding or prolonged development. 

Follow this step-by-step process to create intelligent support agents right away: 

Step 1: Create Your Project Foundation

Log in to the Odin AI platform and click “Create a new project.”

Create a new project on Odin AI
Initiate a new project after logging into Odin AI

Name your project according to your organizational structure (such as “Customer Support” or “External Support Demo”).

Projects act as departments within your organization, organizing agents and knowledge bases for specific functions. Learn more on How AI-Powered Knowledge Base Helps Optimize Customer Support Processes

Once created, you’ll be redirected to the chat interface, where you can begin agent configuration.

Step 2: Build Your Custom Support Agent

Navigate to the “Agents” tab and click “Create Custom” rather than using the default agents. This gives you complete control over your agent’s capabilities and behavior. 

Create Custom Agent in Odin AI
Gain full control over the agent’s capabilities

Rename your agent from “Untitled Agent” to something specific like “Support Agent Demo” to clearly identify its purpose.

Step 3: Configure Agent Personality and Behavior

Click on “Personality” in the modules panel to replace the generic “You are a helpful assistant” prompt with specific instructions. For customer service agents, use detailed prompts like: 

“You are an expert assistant with the core responsibility of helping our customers answer their questions. Do not make up information and only use your sources.” 

This instruction prevents hallucinations and ensures responses are grounded in your actual documentation.

Step 4: Select Your AI Model

Choose your preferred AI model from the available options. You can use ChatGPT 4.1 and other advanced models, such as Claude and Gemini, for enhanced performance.

Latest LLMs to Integrate
Users can select their preferred AI model on Odin AI

Users can select their preferred AI model on Odin AI

Odin AI functions as an “extended battery pack” for your favorite language models, providing flexibility in model selection as new options become available.

Step 5: Build Your Knowledge Base

Once your model is selected, navigate to the Knowledge Base section to add your support documentation. 

Odin AI supports multiple content formats, including websites, PDFs, documents, videos, audio files, YouTube content, and HTML files. 

Odin AI’s genAI-powered knowledge base
Odin AI’s genAI-powered knowledge base

For existing online documentation, use the “Crawl Website” feature to automatically import content.

Step 6: Configure Website Crawling

Click “Crawl Website” and “Create New” to set up automatic content import. Name your crawler (such as “Support Crawler”) and enter your support documentation URL as the seed URL. 

Uncheck “Restrict the subdomain” to allow broader crawling of related pages. The crawler will systematically navigate your site and extract relevant content for the knowledge base.

Step 7: Monitor Content Import Progress

The crawling process typically takes 15-20 minutes, depending on site size. You can check the progress through the status updates showing URLs crawled and word count. 

Once the status changes to “Finished,” review the imported content to ensure accuracy and completeness.

Step 8: Enhance Content with Associated Questions

For specific documents, add “Associated Questions” to provide targeted responses for common customer inquiries. 

This feature allows you to specify how the AI should respond to particular questions related to each piece of content, improving response accuracy and relevance.

Step 9: Test Your AI Agent

Return to the chat interface and select your custom support agent as the default. Test the agent with realistic customer questions related to your knowledge base content. 

Verify that responses include proper source citations, allowing customers to validate the information and explore additional details.

Step 10: Deploy Your Public Chatbot

Navigate to “Public Tools” and click “Public Chatbot” to make your agent available to customers. Configure the chatbot name, welcome message, placeholder text, and suggested questions. 

Teams app tab of public chatbot
Teams app tab of public chatbot

Teams app tab of public chatbot

You can also choose your support agent as the default and select integration methods, including website embed, JavaScript, Google Chat, or Slack.

Odin AI’s integrations tab
Odin AI’s integrations tab

Step 11: Customize Customer Experience

Now, add suggested questions that guide customers toward common inquiries like “Where can I find my agents?” or “How can I add files to the knowledge base?” 

Don’t forget to enable features like multiple chat sessions and source displays to enhance user experience and transparency.

Step 12: Optimize Based on Performance

Monitor agent interactions to identify improvement opportunities. The platform provides detailed source attribution for each response, enabling you to refine knowledge base content and agent instructions based on actual customer conversations and feedback patterns.


Watch this video to learn more about building an AI support agent.

Building an AI Support Agent with Odin AI: A Step-by-Step Tutorial

Why No-Code Agent Builders Matter in 2025

AI agent creation through no-code platforms represents a significant shift in how organizations approach customer service automation. Here’s why it is the need of the hour:

Democratizing Automation 

Gartner underscores no-code agent builder tools as accelerators for AI agent creation by “citizen developers.” As anyone can design, test, and manage agents without deep technical expertise, non-technical teams can deliver intelligent applications rapidly, reducing reliance on IT and engineering resources.

This accessibility accelerates implementation timelines from months to weeks.

Faster Deployment

Traditional AI development requires extensive programming, testing, and integration work. 

No-code platforms come with pre-built components and drag-and-drop interfaces that enable rapid prototyping and deployment of functional AI agents.

Flexibility Without Development Overhead

Business requirements change rapidly, and no-code platforms allow non-technical teams to modify AI agent behavior, update workflows, and integrate new systems without engaging development resources.

Cost-Effective Experimentation

Organizations can test different AI agent configurations and use cases without significant upfront investment. This lets them make informed, data-driven decisions about AI implementation strategies.

Use Cases: AI in Customer Service

AI agents for customer service excel in specific scenarios where they can provide immediate value, such as:

Triage and Ticket Routing

Telecom carriers, SaaS vendors, and insurance claims teams use AI agents to analyze incoming customer inquiries, determining the urgency, issue type, and required expertise level. 

Subsequently, the agents automatically route tickets to appropriate departments or specialists while providing customers with accurate response time expectations.

Order Tracking and Refund Automation

Global e-commerce retailers, direct-to-consumer brands, airlines, and parcel-delivery networks link order data to agents. This way, customers receive instant updates on order status, shipping information, and return processing without human intervention. 

AI agents access order management systems to provide real-time information and process routine refund requests according to established policies.

Proactive Issue Resolution

Utilities, subscription streaming platforms, and banking or fintech apps let agents monitor the account and network data for warning signs, flag delays or outages, and push credits or next-step guidance before the customer feels the pain.

CRM Integration Examples

Finally, the AI agents also update customer records with interaction history, preferences, and resolution details. 

They can trigger follow-up workflows, schedule callbacks, and ensure that human agents have complete context when taking over complex conversations.

Measuring Success: KPIs for AI Customer Service Agents

Effective measurement of AI agent performance requires tracking specific metrics, including:

First Contact Resolution (FCR) Rates

Monitor the percentage of customer issues resolved during the initial AI agent interaction without requiring escalation to human agents. Improved FCR rates indicate effective AI agent training and knowledge base completeness.

Average Response Time Reduction

Track the decrease in time between customer inquiry initiation and first response. AI agents typically reduce response times from minutes or hours to seconds, significantly improving customer experience.

The latest data shows the typical live-agent first reply takes 40 seconds, while 59% of customers expect a chatbot to answer in under five seconds. 

Customer Satisfaction Score (CSAT) Improvement

An IBM study reports that organizations already optimizing AI in support record a 17% higher CSAT than their peers. So, measure customer satisfaction specifically for AI agent interactions compared to traditional support channels. 

High CSAT scores for AI interactions indicate effective implementation and customer acceptance.

Support Cost per Ticket Decrease

Calculate the reduction in operational costs per resolved ticket after AI agent implementation. This metric demonstrates the financial impact of automation on support operations.

Agent Productivity Gains

Measure the increase in complex case resolution by human agents when routine inquiries are handled by AI. This shows how AI enables human agents to focus on high-value activities.

Volume of Tickets Automated 

Track the percentage and absolute number of customer inquiries handled entirely by AI agents without human intervention. This metric indicates the scalability impact of AI implementation.

Why Odin AI Stands Out

Odin AI differentiates itself among the leading AI agent builders through production-grade experience and comprehensive platform capabilities that address long-sought enterprise requirements. Here’s how:

Advanced Workflow Automation 

Odin Automator enables organizations to build sophisticated customer service workflows that integrate multiple systems and handle complex business logic. 

Using the drag-and-drop no-code interface, teams can easily create automated workflows from scratch, connecting customer service processes across different platforms. 

Odin AI Send Message step setup within recruitment automation flow, facilitating seamless communication with potential candidates through LinkedIn.

Odin Automator enables organizations to build sophisticated workflows 

It also processes customer data from multiple sources, including emails, cloud storage, and support tickets. Advanced AI extracts relevant information without requiring predefined templates, while decision engines validate and enhance the data automatically. 

The results then flow seamlessly into existing CRM systems and databases or can be exported in standard formats. This way, customer service teams gain immediate access to accurate, structured information.

LLM-Agnostic Architecture and Advanced AI

Odin AI’s LLM-agnostic design works with any custom language models, supporting ChatGPT, Llama, Mixtral, Gemini Pro, and Claude models simultaneously. 

This flexibility allows organizations to choose their preferred AI models while maintaining consistent customer service capabilities. 

The platform also uses Retrieval Augmented Generation (RAG) to deliver accurate, hallucination-free responses with complete source citations, ensuring customers can verify information and explore additional details.

Enterprise-Grade Integration 

The platform connects with over 200 business applications, including Salesforce, Zendesk, Google Workspace, and Microsoft Teams. 

This comprehensive integration capability ensures AI agents can access customer history, update records, and maintain context across all touchpoints. 

Comprehensive Platform Advantage 

Rather than requiring multiple separate tools for customer service, Odin AI gives you agents, automation, chat interfaces, knowledge management, and smart tables in a single platform. 

KB Sources
Odin AI for customer support functions

This unified approach eliminates integration complexity and reduces operational overhead.

Plus, the Chatbot Builder allows organizations to deploy customer-facing agents with a customizable appearance, while Analytics dashboards provide granular insights into customer service performance and agent effectiveness.

Production-Ready Experience 

With deep expertise in building and deploying AI agents at scale for global enterprises, Odin AI offers proven expertise in real-world AI agent implementation rather than theoretical solutions. 

This extensive deployment experience ensures reliable, scalable customer service automation that works in demanding enterprise environments.

Exceptional Value 

Perhaps the biggest advantage is that Odin AI offers comprehensive customer service automation at $25 per seat monthly, replacing the existing tools stack that would typically cost $90+ per month. 

This unified pricing includes access to advanced AI models, 2,000 credits per seat, AI actions, unlimited knowledge base training links, and all platform features. 

That means organizations can implement complete customer service AI solutions without the complexity and expense of managing multiple separate tools. Instead of paying for separate subscriptions for automation, chat, knowledge management, and agent deployment, everything works together in one single platform.

Real Results: How Odin AI Transforms Customer Service Operations

Automation Anywhere, a global leader in RPA solutions, deployed Odin AI to revamp their customer support operations for an extensive network of 2,000+ enterprise clients and over 100,000 users across 15+ locations worldwide.

The company faced typical challenges with high-volume support operations, including manual ticket processing, inconsistent response times, and resource-intensive customer inquiry management across multiple time zones.

Implementation Focus

Automation Anywhere integrated Odin AI’s platform to automate their complete support ticket workflow, enabling intelligent ticket classification, automated response generation, and seamless escalation processes.

The AI agents were trained on the company’s extensive knowledge base to provide accurate, contextual responses to customer inquiries while maintaining data privacy and security standards.

Automation Capabilities

The solution incorporated Odin’s Automator for end-to-end workflow automation, Knowledge Base integration for accurate information retrieval, andConversational AI for natural language customer interactions.

This enabled Automation Anywhere to handle complex support scenarios without expanding their human support team while providing 24/7 coverage across global time zones.

Related Read: What Is Conversational AI? How It’s Changing Customer Service

Transformation Results

The implementation delivered remarkable operational improvements:

  • 2,700+ support tickets per month are now resolved automatically across global locations
  • 100% automated ticket resolution for routine customer inquiries without human intervention
  • 90% reduction in email support workload, freeing human agents to focus on complex, high-value customer interactions
  • 10x increase in email support productivity, dramatically improving response times and customer satisfaction
  • 24/7 smart agent availability providing continuous support across all time zones for global enterprise clients

The success demonstrates how Odin AI’s platform seamlessly integrates into existing enterprise workflows without disrupting established systems while delivering measurable improvements in efficiency, cost reduction, and customer satisfaction.

How to Get Started with Odin AI

Getting started with Odin AI’s customer service agents is straightforward. You need to pursue this structured approach that ensures successful implementation:

  • Initial Setup Process: Begin by accessing Odin AI’s platform athttps://app.getodin.ai/?signup to create your account. The platform offers a free plan with 100 credits per month for initial testing so that you can explore AI agent capabilities without upfront investment.
  • Configuration: Upload your customer service documentation, FAQs, and support procedures to the Knowledge Base. Configure your AI agent’s communication style and escalation rules using the intuitive agent builder interface.
    You can also seamlessly connect your existing CRM and support systems through Odin AI’s diverse platform integrations.
  • Training and Deployment: Rigorously test your AI agent with realistic customer scenarios using the built-in testing environment. If needed, refine responses and workflows based on initial testing results. It is recommended to deploy gradually to specific customer segments or use cases while monitoring performance metrics.
  • Ongoing Optimization: Use Odin AI’s analytics dashboard to track key performance indicators and identify optimization opportunities. Regular review of conversation logs and customer feedback enables continuous improvement of AI agent performance.

Enterprises can also choose to deploy Odin AI on-premises for maximum control. 

Final Thoughts

AI agents for customer service are the next “big thing” in the automation of this area, offering capabilities that far exceed traditional chatbots and scripted systems. 

Organizations that implement intelligent AI agents gain a wide range of competitive advantages through better response times, lower operational costs, and higher customer satisfaction.

Odin AI’s comprehensive platform eliminates the complexity typically associated with AI agent implementation while providing enterprise-grade capabilities at accessible pricing. 

Replace existing tool stack with Odin's AI

Odin AI’s pricing vs. the combined cost of other tools

Starting at $25 per seat compared to $90+ for equivalent separate tools, Odin AI delivers immediate ROI through unified automation, chat, and knowledge management capabilities.

The success of implementations also demonstrates the transformative potential of well-designed AI agents in customer service environments. As customer expectations continue to evolve, organizations that embrace intelligent automation will be best positioned to deliver exceptional service experiences.

Ready to transform your customer service operations with AI agents?

Schedule a personalized demo to explore how Odin AI can address your specific customer service challenges.

FAQs on Building Customer Service AI Agent

An AI agent in customer service is an intelligent software system that uses advanced language models to understand, process, and respond to customer inquiries autonomously.


Unlike traditional chatbots that follow scripted responses, AI agents can analyze context, access knowledge bases, execute workflows, and make decisions about appropriate actions. They can handle complex conversations, update CRM systems, escalate issues when needed, and provide personalized responses based on customer history and business data.

AI agents reduce support ticket volume by automatically resolving routine customer inquiries without human intervention. They can instantly answer frequently asked questions, provide order status updates, process simple requests like password resets, and guide customers through self-service options.


By handling these repetitive tasks 24/7, AI agents prevent many issues from becoming formal support tickets while ensuring customers receive immediate assistance for common problems.

Yes, modern no-code platforms like Odin AI enable anyone to build sophisticated customer support AI agents without programming knowledge. These platforms provide drag-and-drop interfaces, pre-built components, and intuitive configuration options that allow customer service managers and operations teams to create, customize, and deploy AI agents.


This involves uploading knowledge base content, configuring agent personality and workflows, and connecting to existing systems through simple integration tools.

AI in customer service delivers multiple benefits, including faster response times (often reducing wait times to seconds), 24/7 availability for customer support, consistent service quality across all interactions, and significant cost savings through automation.
AI agents also improve first contact resolution rates, enable human agents to focus on complex issues, provide multilingual support capabilities, and scale effortlessly with business growth without requiring proportional increases in staffing.

What to do next?

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