Automating Customer Service Workflows in Industrial Equipment Manufacturing

Legacy ticketing systems force agents to hunt across SAP, CRM, and service logs while customers wait on hold.

In Brief

Industrial OEMs automate agent workflows by connecting case systems to equipment telemetry and service history APIs. AI handles triage, knowledge retrieval, and parts ordering while agents focus on complex customer interactions requiring judgment.

Why Manual Workflows Break at Scale

Context Switching Overhead

Agents toggle between ticketing system, ERP, equipment portal, and knowledge base to answer simple questions. Each screen switch adds cognitive load and extends handle time.

6.2 Applications Per Case

Manual Knowledge Retrieval

Finding relevant service bulletins, troubleshooting guides, or parts compatibility info requires keyword searches across disconnected repositories. Agents guess at search terms or escalate unnecessarily.

4.8 min Average Lookup Time

Repetitive Data Entry

Agents manually copy equipment serial numbers, error codes, and customer details across systems. Data transcription errors lead to wrong parts shipments and repeat contacts.

23% Cases Needing Correction

API-First Workflow Automation

Bruviti provides Python and TypeScript SDKs that plug into existing case management and ERP systems. The platform ingests equipment telemetry, service history, and parts data through REST APIs, then exposes workflow automation endpoints for case routing, knowledge lookup, and parts recommendation.

Developers define custom routing rules, build model training pipelines on historical case data, and orchestrate multi-step workflows using event-driven triggers. The headless architecture avoids vendor lock-in by integrating with SAP, Oracle, or custom data lakes without requiring platform migration.

Key Automation Capabilities

  • API routes cases in 2 seconds vs 8-minute manual triage, eliminating queue backlogs.
  • Auto-populated case notes reduce data entry from 12 fields to 2, cutting handle time 40%.
  • Webhook-triggered parts ordering eliminates 3-screen navigation, preventing 18% of order errors.

See It In Action

Industrial Equipment Service Context

Long Lifecycle Complexity

Industrial machinery operates for 10-30 years, generating service cases spanning multiple product generations. Agents need instant access to legacy manuals, obsolete parts cross-references, and equipment-specific troubleshooting procedures.

API-driven workflow automation connects case systems to equipment telemetry streams from PLCs and SCADA systems. When a customer calls about a pump failure, the platform auto-retrieves vibration data, temperature logs, and maintenance history before the agent says hello.

Implementation Approach

  • Start with high-volume compressor and pump cases where telemetry integration shows fastest ROI.
  • Connect existing SAP ERP and Salesforce via REST APIs to avoid rip-and-replace migrations.
  • Measure average handle time reduction over 90 days to quantify agent productivity gains.

Frequently Asked Questions

How does workflow automation integrate with our existing ticketing system?

API-first platforms connect via REST endpoints to systems like Salesforce Service Cloud, SAP Service, or custom ticketing tools. Developers use SDKs to map case fields, define routing rules, and trigger automation workflows based on case events. No data migration required.

Can we customize routing logic for different equipment types?

Yes. Python or TypeScript SDKs let developers write custom routing functions that evaluate case attributes, telemetry signals, and service history. Rules can vary by product line, customer tier, or failure mode severity without platform vendor involvement.

What prevents vendor lock-in if we build workflows on this platform?

Headless architecture means automation logic runs in your environment using standard languages. Training data, routing rules, and workflow definitions remain portable. The platform provides API access to models and data, avoiding proprietary runtimes or closed ecosystems.

How do agents override automated decisions when AI gets it wrong?

Workflow automation presents recommendations with confidence scores. Agents can reject AI suggestions, reroute cases manually, or flag errors for model retraining. All overrides feed back into training pipelines to improve accuracy over time.

What does the development effort look like for initial workflow automation?

Typical implementation requires 2-4 weeks for API integration, routing rule definition, and pilot deployment on a single case type. Developers use pre-built connectors for common systems and write custom functions for business-specific logic. Incremental rollout across case types spreads effort over quarters.

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