Automations

Automate support work from trigger to done

Your support team shouldn’t have to complete mundane, repetitive tasks across ticketing systems, internal tools, and spreadsheets. Embrace Automations lets support ops teams and CX leaders build agentic workflows that run automatically—so humans focus on the conversations that actually need them.

Define the workflow. Let Embrace do the rest.

Define your workflows in plain language—no code, no complexity. Automations handles the execution, so your team can focus on the conversations that drive real value.

Turn real events into real work—automatically

Schedule a trigger (like new ticket created or ticket updated) and let Embrace respond the moment something changes—no manual monitoring, no copy/paste, no waiting for ā€œsomeone to notice.ā€

Embrace AI Automations — trigger options from connected platforms including Zendesk, Salesforce, Jira, and more

Define the workflow in natural language (not code)

Describe what should happen using natural language: notify the right owner, draft the right response, update records, assign tasks, or route issues—based on your rules and context. Under the hood, each Automation can pair a specific Agent + tailored instructions + (optionally) one or more Collections so the workflow runs consistently every time.

Make smarter decisions by connecting tools + knowledge

Automations shouldn’t become a shadow IT problem. Embrace includes org-level governance for tools, role-based controls, and a centralized Tools router—so only the right people have access and can take action, while broader teams stay in ā€œuse-onlyā€ mode.

Embrace AI Automations permissions UI — setting role-based access controls for support teams

How It Works

Embrace AI Automations Run History — reviewing timestamps and outcomes for an automated support workflow

Customer Outcomes

Real results from teams using automations

When teams automate and streamline support workflows, the results speak for themselves.

Speed

40%

faster time-to-close

For basic "how-to" questions ā€” resolved faster without agent handoff.

Response time

2.5 hrs

4 hrs

avg. first reply time

38% reduction in first response time — customers get answers sooner.

Efficiency

~2 minutes

avg. handling time saved

Lower handling time at peak chat volume ā€” without adding headcount.

Keller Williams real estate agent using KWIQ, an AI-powered platform built on Embrace, to get answers faster

ā€œI think it’s important to remember that being busy doesn’t always mean being productive.ā€

Keller Williams also shared they’ve reduced ticket handling time by cutting down how long it takes agents to get answers to nuanced questions.

Justice Roy

Technology Training & Automation Lead

Integrations

Ticketing system (Triggers)

Start Automations from ticket events like creation or updates.

Knowledge sources (Collections)

Pull from the systems where your truth lives (Notion, Confluence, Guru, Zendesk KB, files, more) so automations act on accurate context.

Tools (go from insight → action)

Admins centrally govern tool availability; Agents only use what you explicitly allow.

Embrace AI platform integrations diagram showing connections to Zendesk, Confluence, Salesforce, Google Drive, Slack, Notion, SharePoint, OneDrive, Grammarly, and Guru

Built for security.

SOC 2 Type II certified

Independently audited for enterprise-grade protection.

Your data stays yours

Business content is never used for AI training.

Role-based permissions

Advanced access controls and data governance for secure content management across teams.

FAQs

No—Embrace is designed so support ops and CX teams can configure workflows in the product, without writing code or building custom middleware.

Automations can be restricted behind org-level permissions, with role-based access controls and tool governance to keep powerful changes with trusted admins/creators.

Yes. An Automation can use a pre-existing Agent, plus (optionally) Collections, so the workflow runs with the same instructions and knowledge you’ve already validated.

Each Automation includes Run History so you can review runs, outcomes, and iterate quickly.

Start with one repeatable workflow (triage, summaries, routing, follow-ups), run it with a small group, then expand. Embrace is built for quick implementation and clear ROI—often in weeks, not quarters.

See Automations in action

In 30 minutes, discover how Embrace Automations can transform your support workflows—without writing a line of code.

Marsh, the Embrace AI mascot, giving a thumbs up wearing a support headset