Internal Operations

IT Helpdesk Agent —
L1 Tickets Resolved Without a Human in the Loop

Resolves the 70% of IT tickets that follow predictable patterns — password resets, software access requests, VPN setup, hardware troubleshooting, account unlocks — autonomously, 24/7. Your IT engineers focus on infrastructure and complex problems, not L1 admin.

70%

tickets auto-resolved

L1 without human touch

< 3 min

resolution time

for autonomous tickets

24/7

coverage

no out-of-hours backlog

50%

engineer time freed

for real engineering work

Atlas Reasoning EngineSalesforce CaseKnowledge BaseSlack IntegrationIdentity SystemsSalesforce FlowEinstein Trust Layer
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Typical build: 3-week sprint · Fixed price · Production-grade

Agentforce reasoning flow — L1 resolved before an engineer sees it
TICKTicket Inany channelEClassifyEinsteinKBSearchKnowledgeBaseAAtlasResolve?Resolvable?L1 ResolvedautoENGEngineerRouteLOGTicketClosedSlackEngineerAlert1234L1 ✓complex →

Auto-resolution

70% of tickets

Response time

< 3 minutes

Coverage

24/7

How it works

Every step, explained

This is the actual Agentforce configuration Kovil AI builds and deploys — not a diagram. Here is what runs inside every node.

1
Ticket Intake & Classification

IT ticket captured from any channel and classified within seconds

The IT Helpdesk Agent accepts tickets from multiple intake channels: Slack command (employees type /it-help and describe their issue), email to the IT helpdesk address (parsed via email-to-case), the Salesforce employee self-service portal, and direct escalation from the HR Onboarding Agent for new hire provisioning issues. Einstein Case Classification analyses the ticket description to identify: issue type (credential, access, hardware, software, network, account management), urgency tier (blocking work vs inconvenient), affected system (Salesforce, Slack, Jira, laptop, VPN — extracted from ticket text), and whether a known resolution exists in the knowledge base. Classification determines the resolution path within seconds of submission.

Slack CommandEmail-to-CaseSelf-service PortalEinstein ClassificationIssue Type DetectionUrgency TriageKnown Resolution Check
2
Knowledge Base Resolution Search

Semantic KB search retrieves the correct resolution procedure for the issue type

For every classified ticket, the agent performs a semantic search of the IT knowledge base — which covers documented resolution procedures for all common L1 issues. Unlike keyword search, semantic search handles the variety of ways employees describe the same problem: 'can't log in', 'password not working', 'locked out of my account', and 'authentication failing' all retrieve the same credential reset procedure. The KB search is filtered by the affected system identified in classification — a Salesforce login issue retrieves Salesforce-specific procedures, not generic login steps. If no procedure exists above the confidence threshold, the ticket routes directly to L2 engineering without attempting autonomous resolution.

Semantic KB SearchSalesforce KnowledgeSystem-filtered SearchConfidence ThresholdL2 Direct RouteProcedure Retrieval
3
Atlas Resolution Execution

Atlas executes the resolution procedure — calling APIs to fix the issue directly

For resolvable L1 issues, Atlas Reasoning Engine does not just surface a knowledge article — it executes the fix directly via configured API integrations. Password and credential resets: calls your identity provider (Okta, Azure AD) API to reset credentials and sends the new access link to the employee's verified contact method. Software access requests: calls the relevant application's provisioning API to grant the requested access role. Account unlocks: calls the identity provider to unlock the account. VPN troubleshooting: runs a connectivity check and sends the employee a guided resolution sequence. The agent verifies that the action completed successfully before closing the ticket.

Atlas Reasoning EngineAPI ExecutionOkta APIAzure ADCredential ResetAccess ProvisioningAction Verification
4
Employee Confirmation & Self-service

Employee notified of resolution and guided through self-service confirmation

When the resolution action completes, the agent sends a personalised notification to the employee via Slack (or their configured channel): a clear description of what was done, any steps they need to take to complete the fix (e.g. click the password reset link, restart their VPN client), and a confirmation prompt asking them to verify the issue is resolved. If the employee confirms resolution, the ticket is closed automatically and a CSAT prompt is sent. If the employee reports the fix did not work, the ticket is escalated to L2 engineering with full context: the resolution that was attempted, what the employee reported, and the complete ticket history.

Slack NotificationResolution StepsConfirmation PromptAuto-close on ConfirmCSAT SurveyL2 Escalation on Failure
5
Complex Ticket Routing to Engineering

Tickets requiring genuine engineering judgement routed with full context pre-loaded

Tickets that cannot be resolved autonomously — infrastructure issues, security incidents, complex network problems, hardware failures requiring physical intervention — are routed to the IT engineering queue via OmniChannel. The routing considers: issue type (network vs security vs hardware — different specialist queues), urgency tier (P1 incidents bypass the queue and page the on-call engineer directly), and the affected employee's role (C-suite tickets are escalated immediately regardless of tier). The assigned engineer receives a pre-prepared ticket summary: issue type, affected system, resolution already attempted (if any), employee's exact description, and Einstein's diagnostic assessment. Handle time drops because the engineer does not start cold.

OmniChannel RoutingSpecialist QueuesP1 Incident PagingRole-based PriorityEngineer Context BriefOn-call Integration
6
Ticket Logging & Knowledge Base Update

Every ticket resolved — the knowledge base improved from resolution patterns

Every resolved ticket — autonomous and human-resolved — is logged with: resolution action taken, time to resolution, employee confirmation, and CSAT score. Tickets resolved by engineers that do not have a matching KB article are flagged as documentation gaps. Engineers are prompted to document the resolution procedure after closing the ticket — a Prompt Builder draft is pre-generated from the ticket details to reduce the documentation burden to a 5-minute review and approve rather than starting from scratch. Over time, new L1 resolution types are added to the knowledge base — expanding autonomous resolution coverage. Weekly gap reports are posted to the IT team's Slack channel.

Resolution LoggingCSAT TrackingKB Gap DetectionEngineer Documentation PromptPrompt Builder DraftWeekly Gap ReportCoverage Expansion
Tech stack

Every tool in the agent

Atlas Reasoning Engine

Resolution execution

Executes L1 resolution actions directly via API — credential resets, access provisioning, account unlocks — rather than just surfacing a knowledge article.

Einstein Case Classification

Ticket triage

Classifies every ticket by type, urgency, and affected system within seconds — determining whether it goes to autonomous resolution or specialist engineering.

Salesforce Knowledge

Resolution procedures

Houses documented resolution procedures for all common L1 issues. Semantic search ensures the right procedure is retrieved regardless of how the employee describes the problem.

Identity Systems

Action execution

Okta and Azure AD integrations enable the agent to execute credential resets, account unlocks, and access provisioning directly — without human involvement.

Slack

Employee interface

Primary channel for ticket submission (/it-help command), resolution notifications, confirmation prompts, and CSAT surveys.

OmniChannel

Engineer routing

Routes complex tickets to the correct specialist queue — with skill-based routing, P1 incident paging, and role-based priority logic.

Einstein Trust Layer

Security

Critical for an IT context where actions include credential management. All API calls and employee data stay within Salesforce's trust boundary.

What we build

A 3-week sprint. Production ready.

Kovil AI scopes, builds, tests and deploys this Agentforce configuration end-to-end. You do not touch Agent Builder until it is live and resolving tickets autonomously.

  • IT Helpdesk Agent with multi-channel ticket intake (Slack, email, portal)
  • Einstein Case Classification with IT-specific issue taxonomy
  • Semantic KB search with system-filtered resolution procedure retrieval
  • Atlas resolution execution for credential resets, access provisioning, account unlocks
  • Identity provider integration (Okta or Azure AD)
  • OmniChannel engineer routing with P1 incident paging
  • Employee confirmation flow with CSAT survey
  • KB gap detection and engineer documentation prompt automation
  • Weekly gap report to IT Slack channel
Sprint timeline3 weeks
Week 1Intake + classification
  • Slack command, email-to-case, Einstein classification, KB semantic search
Week 2Resolution execution
  • Atlas action library, Okta/Azure AD integration, credential reset, access provisioning
Week 3Routing + logging + deploy
  • OmniChannel engineer routing, P1 paging, KB gap detection, CSAT, production deployment
FAQ

Common Questions

What L1 issues can the agent resolve autonomously?

The autonomous resolution library is configured during implementation based on your IT environment. Common autonomous resolutions include: password and credential resets, account unlocks, MFA reset, basic software access grants for configured applications, VPN troubleshooting (connectivity checks and guided steps), standard onboarding system provisioning, and known configuration issues with documented fixes. Issues requiring physical intervention (hardware failure, network infrastructure), security investigation, or systems without API integration are always routed to engineering.

How does the credential reset work securely?

The agent calls your identity provider's API (Okta or Azure AD) to initiate the reset — it does not handle or transmit the new credential. The reset link is sent directly from the identity provider to the employee's verified secondary contact method (personal email or backup phone number configured in their profile). The agent never sees the credential itself. All API calls are made within the Einstein Trust Layer — no credential data leaves Salesforce's security boundary.

What happens with P1 incidents — infrastructure outages and security events?

P1 incidents are detected by urgency classification signals: keywords like 'everyone is affected', 'whole team can't access', 'security breach', 'data leak', or 'production is down'. P1 tickets bypass the standard queue and trigger immediate on-call paging via PagerDuty integration (or your configured on-call system). The page includes the full ticket context. Simultaneously, a Slack alert fires to the IT leadership channel. The agent does not attempt autonomous resolution for P1 incidents — it escalates immediately.

How long until autonomous resolution rate improves over time?

Initial autonomous resolution rate depends on the breadth of the configured action library and KB coverage at launch — typically 50–60% in week 1. As engineers document new resolution procedures (prompted by the KB gap detection system) and new API actions are added, the rate improves. Most clients reach 70%+ within 90 days. We track resolution rate, CSAT, and KB coverage as standard post-launch metrics and report weekly.

Resolve 70% of IT tickets before an engineer sees them.

Book a 30-minute discovery call. We'll audit your current helpdesk ticket distribution, identify your L1 automation opportunity, and scope a 3-week fixed-price Agentforce implementation.

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3-week sprint · Fixed-price · Production-grade · Post-launch support included