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Published in Zendesk AI

Complete guide to Zendesk Autoreplies: Setup and best practices

Kenneth Pangan

Kenneth Pangan

Writer

Customer support teams have and will continue to tackle the same challenge the department has always had: an endless mountain of tickets that only seems to grow. Customer expectations about the speed and quality of your responses are also ever-increasing, which means companies need to bring their A-game.

Zendesk Autoreplies offers a solution by taking the brunt of these tickets, acting like a first line of defence. These Autoreplies suggesting relevant help articles to customers, potentially resolving issues before they reach your agents.

If you’ve been looking for a solution for a way to free up your live agents, this may be the one for you. Zendesk Autoreplies offers a couple of useful features that could be an initial fix for your automation needs. But if you’re looking for flexibility and integrations with other knowledge sources outside of your Zendesk knowledge base, we’ll also discuss how eesel AI can provide an alternative.

What are Zendesk Autoreplies?

Zendesk Autoreplies (previously known as Article Recommendations) is an AI-powered feature that automatically suggests relevant help center articles to customers when they submit support requests. Unlike traditional chatbots that often frustrate users with rigid scripts, Autoreplies analyzes ticket content to deliver help articles that can resolve issues immediately.

Here’s how the process works:

A mermaid chart depicting the flow of Zendesk's autoreply feature, showing the path it takes and the split between whether to escalate or close a ticket.

The key benefits of implementing Autoreplies include:

  • Instant responses: Customers receive immediate assistance instead of waiting in the queue
  • Reduced ticket volume: According to Zendesk data, effective Autoreplies can deflect up to 30% of incoming tickets
  • 24/7 support coverage: Automated responses work around the clock
  • Agent efficiency: When tickets do reach agents, they come with contextual information about which articles were already suggested
A screenshot of Zendesk's autoreply suggesting a reply for an email ticket.

While Zendesk Autoreplies provides solid functionality, some teams find they need more advanced capabilities. Solutions like eesel AI extend these capabilities with features like multi-bot workflows, custom API actions, and more sophisticated training options, often at a lower cost than Zendesk’s native AI tools.

How Autoreplies differ from Answer Bot

It’s important to understand that Autoreplies and Answer Bot serve different purposes even though the end goal is the same.

Feature Autoreplies Answer Bot
Primary function Suggests relevant articles on ticket submission Provides conversational responses
Integration points Email and web forms Web Widget and mobile SDK
Response type Article recommendations Dynamic conversation
Setup complexity Simple trigger-based More complex bot builder
Pricing model Included in relevant plans Separate pricing
On the left is a screenshot of the autoreplies interface while on the right is a screenshot of the answer bot flow chart interface.

This foundation of understanding will help as we explore how to set up and optimize your Autoreplies implementation in the following sections.

How to set up Zendesk Autoreplies

Setting up Zendesk Autoreplies requires careful configuration across both email and web form channels. The process can be broken down step by step and helps ensure you get the most of this powerful automation tool.

Email autoreply configuration

The first step in implementing Zendesk Autoreplies is setting up email-based responses. This process involves creating triggers that will automatically suggest relevant articles when customers submit tickets via email.

Screenshot of Zendesk's AI agents and automation settings page, specifically the email settings.
  1. Navigate to Admin Center > Channels > AI agents and automation > AI agents
  2. Click ‘Manage autoreplies’ and select the Email tab
  3. Enable the email channel and configure your initial trigger settings

Pro tip: While Zendesk’s native setup can be complex, tools like eesel AI offer streamlined implementation with pre-built templates and intelligent trigger suggestions that can reduce setup time from weeks to days.

Web form setup guide

Web form autoreplies provide immediate article suggestions when customers submit tickets through your help center. Here’s how to configure them effectively:

A screenshot of the web form configuration page with different settings and active web forms by brand.
  1. In Admin Center, go to Channels > AI agents and automation > AI agents
  2. Select the Web Form tab
  3. Toggle ‘Web form channel enabled’ and select your target forms

Consider these key setup factors:

Factor Email Autoreplies Web Form Autoreplies
Response Time Delayed (email delivery) Immediate
Integration Complexity Medium Low
Testing Requirements More extensive Simpler
User Experience Multi-step Instantaneous

Make sure to test your web form autoreplies thoroughly in a staging environment before going live. Many support teams overlook this step, but it’s crucial for ensuring a smooth customer experience.

Optimizing Zendesk Autoreply

Getting the most out of Zendesk Autoreplies requires careful attention to both your help center content structure and response quality settings.

The foundation of effective autoreplies lies in well-structured help center content. According to Zendesk’s documentation, the first 75 words of an article carry the most weight in determining relevance.

Element Good Example Poor Example
Title “How to Reset Your Password” “Account Security Guide”
Introduction “Follow these steps to reset your password and regain access to your account” “Welcome to our password guide”
Content Focus Single topic (password reset only) Multiple topics (passwords, 2FA, security questions)
Headings Clear steps (“1. Navigate to login page”) Vague categories (“Getting Started”)

You should also create a template for your help center articles that enforces this structure to maintain consistency across your knowledge base. This will make updating or creating new articles easier in the future.

Response quality

Improving Autoreply response quality requires attention to both training data and configuration settings. While Zendesk’s native autoreplies offer basic functionality, tools like eesel AI provide enhanced capabilities for training and customization.

Key considerations for response quality:

  1. Training data requirements:
    • Maintain at least 10 well-structured articles per common topic
    • Include variations of common customer questions
    • Regular updates to reflect product changes
    • Historical ticket data for context
  2. Response customization:
    • Configure response templates for different scenarios
    • Set up custom triggers for specific customer segments
    • Use labels to filter relevant articles
    • Test responses through simulation before going live

For handling multiple languages:

  • Create separate article collections for each supported language
  • Use language detection triggers to route to appropriate content
  • Maintain consistent structure across all language versions
  • Regular quality checks of translations

Measuring autoreply success

Understanding the impact of your Zendesk autoreplies is crucial for optimizing your support operations. According to Zendesk’s documentation, there are several key metrics you should track to measure effectiveness.

The success of your autoreply implementation can be measured through these essential metrics:

Metric Description Target Benchmark
Resolution Rate Percentage of tickets resolved by autoreplies without agent intervention 15-25%
Click-Through Rate Percentage of users who click suggested articles 30-40%
CSAT Impact Customer satisfaction scores for autoreply-resolved tickets >85%
Response Time Average time to first response with autoreplies enabled <5 minutes
A screenshot of Zendesk's Analytics dashboard showing different metrics involving: chats, talk/calls, and support.

ROI calculation

To calculate the ROI of your autoreply implementation, consider these factors:

  1. Time saved per ticket (average handling time × number of automated resolutions)
  2. Cost savings (agent hourly rate × total time saved)
  3. Implementation and maintenance costs
  4. Customer satisfaction impact

Using the following calculation, check out an example of the savings you could have:

Monthly Cost Savings =
(Average Handle Time × Hourly Agent Cost × Automated Resolutions) – Implementation Costs

If your average ticket takes 10 minutes to handle and autoreplies resolve 500 tickets monthly, with an agent cost of $30/hour, your monthly savings would be: (10/60 × $30 × 500) = $2,500 before implementation costs.

While Zendesk’s native analytics provide basic insights, tools like eesel AI offer more sophisticated ROI tracking. eesel’s built-in ROI calculator factors in both direct cost savings and indirect benefits like improved agent productivity and customer satisfaction.

Performance benchmarks

Industry standards suggest successful autoreply implementations should achieve:

  • 20-30% ticket deflection rate
  • 40% reduction in first response time
  • 15-25% decrease in support costs

Pro tip: Use eesel AI’s knowledge gap analysis to identify areas where your autoreplies could be more effective. This feature helps pinpoint missing content or training data that could improve your resolution rates.

Autoreply challenges and solutions

While Zendesk Autoreplies offer basic self-service capabilities, support teams often encounter several limitations that can impact their effectiveness. Let’s explore these challenges and discuss potential solutions.

Zendesk’s native Autoreplies face several key constraints that can greatly affect their performance.

Limited context understanding can slow down or even stop Autoreply for working. Autoreplies often struggle to grasp nuanced customer queries, leading to irrelevant article suggestions and potential customer frustration.

Rigid workflow options means that a certain process has to be followed and deviations from it may cause issues. The platform offers limited customization for complex support workflows, making it challenging to automate sophisticated processes.

Training limitations create more work as databases or knowledge sources have to be migrated to a designated container, leading to a longer setup time. Autoreplies primarily rely on help center content, making it difficult to incorporate other knowledge sources or custom training data.

The integration capabilities of native Autoreplies can be restrictive:

Feature Native Autoreplies Advanced Solutions
API integration Limited Extensive
Custom actions Basic Advanced
Data sources Help Center only Multiple sources
Workflow automation Simple Complex

Smart autoreply alternatives

Modern AI-powered solutions like eesel AI offer enhanced capabilities to address these limitations:

  • Advanced language understanding: Better context awareness and natural language processing lead to more accurate responses.
  • Flexible integrations: Custom API actions enable complex automations like refunds or account updates.
  • Multi-source training: Train on various data sources including past tickets, internal documents, and external knowledge bases.

When evaluating alternatives, you have to consider a couple different factors.

Cost structure will usually make or break a solution for you. Some pricing models will be too expensive while others look affordable at the start but quickly grow out of hand with a larger team size. Look for transparent pricing models that align with your usage patterns to find something within budget.

Integration capabilities can also be a huge deal, especially when coming from a different platform. Some tools have strict integration rules and may require you to manually move your entire database. Ensure the solution works seamlessly with your existing tools or at least offers a way to migrate it without too much time invested.

Training flexibility ties in with the integration capabilities. Some tools will offer the ability to train on past tickets, emails, internal documents, PDFs, or an already existing knowledge base. Choose platforms that support multiple knowledge sources to get your tools up and running faster.

Customization options will allow your tools to be more on brand and behave in ways that accurately represent your company. Select solutions offering workflow and response customization will help keep your tone and message uniform, even across different communication channels.

A screenshot of eesel AI's dashboard with edited boxes displaying multiple bot options, an example of an AI replying to a question, and the integrations page showing off a couple of integrations.

Autoreplies…Roll out!

As with any tool, making sure it actually solves a problem you have is pretty important before picking it up and buying it. By taking a look at what Zendesk’s Autoreplies is capable of and what it struggles with should be your first steps. Once you’ve determined that it can do what you need, see if the price fits within your budget.

Need a faster implementation? eesel AI offers dedicated onboarding specialists who can help you get up and running in just 1-2 weeks, with pre-built templates and regular success check-ins. For more info feel free to hit us up here, or sign up for our 7 day free trial (no credit information required, we promise).

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