Workato North America Innovation Partner of the Year 2026  ·  Commercial Execution Excellence 2026 Platinum Partner

Layer 04 · AI Agents

20,000 hours recaptured. An AI agent that answers every question, instantly.

Enterprise SaaS · Internal Support Automation

20k
Hours recaptured, year 1
50%+
Query deflection
1,700+
Employees served

The Client

1,700 employees. Decades of answers. No way to find them.

A publicly traded enterprise SaaS company had grown past 1,700 employees, and its institutional knowledge had grown with it: 33 Slack support channels, a deep Zendesk ticket history, and years of Confluence documentation. The knowledge existed. Finding it was the problem — and the people who could find it fastest were the same experts everyone kept asking.

The Challenge

The bottleneck was the people who knew the answers

The company was fielding 1,200+ support questions a month across those 33 channels. SMEs were the bottleneck: the same people being pulled out of high-value work to answer questions that already had answers, buried in Zendesk tickets, Confluence docs, and old Slack threads. In 2024, between 150 and 240 questions went unanswered every single month.

Our Approach

Start with a knowledge audit, not a technology decision

Before writing a line of code, we ran a knowledge source audit to map where resolution knowledge actually accumulated. The finding: the most valuable institutional knowledge wasn't in Confluence. It was in Zendesk, in the closed-ticket history of how real problems had actually been solved. That breakdown drove the entire architecture: Zendesk (47%), Confluence (34%), Slack history (19%).

The Architecture

Three sources in. One grounded answer out.

Ask Genie knowledge agent architecture Three knowledge sources, Zendesk, Confluence, and Slack, feed a Workato ingestion pipeline with a full initial load and weekly delta loads into a vector knowledge base. The Ask Genie agent retrieves from that base and answers in Slack with source citations. A monitoring layer of ingestion alerts and capacity tracking spans the whole pipeline. Zendesk CLOSED TICKETS · 47% Confluence DOCUMENTATION · 34% Slack 33 CHANNELS · 19% Workato ingestion FULL LOAD · AT LAUNCH DELTA LOAD · WEEKLY Vector store RETRIEVAL-GROUNDED Ask Genie LIVES IN SLACK GROUNDED ANSWERS · SOURCE CITATIONS · EVERY QUESTION GETS A RESPONSE INGESTION MONITORING · FAILURE ALERTS · KNOWLEDGE-BASE CAPACITY TRACKING

Zendesk, Confluence, and Slack feed a weekly-refreshed vector knowledge base; Ask Genie answers in Slack with citations, and monitoring covers every ingestion run.

Design Principles

Grounded answers, with citations

Every response is grounded in retrieved source material with citations. When the knowledge base doesn't have a confident answer, it says so.

Meet users where they work

No new tool to learn — Ask Genie lives in Slack, where the questions already happen.

Build for freshness from day one

A static knowledge base goes stale within weeks. Incremental ingestion was part of the architecture at launch, not Phase 2.

Monitor the pipeline, not just the agent

Automated monitoring recipes alert stakeholders to ingestion failures and knowledge-base capacity limits before users ever notice a stale answer.

The Results

Every question now gets a response

Live since mid-January 2025. A one-time full knowledge load at launch, then weekly delta ingestion ever since — the knowledge base stays current without anyone curating it by hand.

The 50% deflection target fell in month two. In February 2025 alone, Ask Genie deflected more than 2,000 questions that would otherwise have landed on subject-matter experts.

No more silence. In 2024, between 150 and 240 questions a month went completely unanswered. Since launch, every question has received a grounded, source-cited response — and when the knowledge base isn't confident, the agent says so rather than guessing.

20,000 hours, measured by the client. Twelve months in, the client's own estimate put the time recaptured at 20,000 hours — the number this page leads with. It is the same audit-first, grounded-agent standard we bring to every AI agent engagement.

"just wanted to say i love the genie!!"

"Really enjoying trying this out! Congrats team! Huge win."

End users · via Slack, first weeks after launch

What's Next

From one agent to a fleet

The same ingestion architecture is now being configured for additional team-specific knowledge agents, and the platform is being scaled to keep pace with a growing knowledge base. One agent proved the pattern; the pattern is what scales. See how we package it across our solutions.

Technology

Workato GenieAI AgentRAG · Vector StoreWorkatoSlackZendeskConfluence

Drowning in the same questions every week?

Bring us the Slack channel nobody can keep up with. We'll show you what a grounded, source-cited knowledge agent looks like in a 30-minute working session.

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