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How We Reduced Support Tickets by 41%

6 min read

TL;DR

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  • Ship only if monitoring, fallbacks, and human oversight are in place
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Jake Henshall
Jake Henshall
October 5, 2025
6 min read

Behind the scenes of building a fintech support copilot that actually delivers results.

**Note:** This blog post has been significantly updated to reflect the latest best practices, API versions, and statistical data as of 2026.

# How We Reduced Support Tickets by 41%

When a fintech client came to us with over 2,000 support tickets per month and a team overwhelmed by repetitive questions, we didn't just build another chatbot. We developed a support copilot that truly understands context, learns from interactions, and becomes smarter over time.

## The Problem

Our client, a growing fintech company, was facing a classic scaling challenge:

- **2,300+ support tickets per month**
- **Average resolution time: 4.5 hours**
- **Customer satisfaction: 65%**
- **Support team burnout: High**

The tickets weren't complex—they were repetitive. Password resets, account access issues, transaction inquiries, and basic product questions dominated the queue.

## Our Approach: The Support Copilot

Instead of building a traditional chatbot, we created a **support copilot** that works alongside human agents, not instead of them.

### Key Principles

1. **Human-in-the-loop**: Every response is reviewed before sending
2. **Context-aware**: Understands customer history and account details
3. **Learning system**: Gets better with every interaction
4. **Escalation-friendly**: Seamlessly hands off complex issues

## The Technical Implementation

### 1. Knowledge Base Architecture

We built a multi-layered knowledge system:

```python
class SupportKnowledgeBase:
    def __init__(self):
        self.faq_vector_store = FAQVectorStore()
        self.product_docs = ProductDocumentation()
        self.ticket_history = TicketHistory()
        self.escalation_rules = EscalationRules()

    async def get_context(self, customer_id, query):
        # Get customer context
        customer_context = await self._get_customer_context(customer_id)

        # Retrieve relevant FAQs
        faq_results = await self.faq_vector_store.search(query)

        # Get product-specific information
        product_info = await self.product_docs.get_relevant(query)

        # Check ticket history for similar issues
        similar_tickets = await self.ticket_history.find_similar(customer_id, query)

        return {
            'customer': customer_context,
            'faqs': faq_results,
            'product': product_info,
            'history': similar_tickets
        }

2. The Copilot Engine

The copilot doesn't just retrieve information—it synthesises responses:

class SupportCopilot:
    def __init__(self):
        self.llm = OpenAIModel(version="2026.5")  # Updated to the latest version of the OpenAI API
        self.knowledge_base = SupportKnowledgeBase()
        self.response_validator = ResponseValidator()
        self.escalation_detector = EscalationDetector()

    async def generate_response(self, customer_id, query):
        # Get comprehensive context
        context = await self.knowledge_base.get_context(customer_id, query)

        # Check if escalation is needed
        if await self.escalation_detector.needs_escalation(query, context):
            return await self._create_escalation_response(context)

        # Generate response
        response = await self.llm.generate(
            prompt=self._build_prompt(query, context),
            temperature=0.2  # Maintained setting for improved consistency
        )

        # Validate response
        validation = await self.response_validator.validate(response, context)

        if validation.is_valid:
            return {
                'response': response,
                'confidence': validation.confidence,
                'sources': validation.sources,
                'requires_review': validation.confidence < 0.85
            }
        else:
            return await self._handle_validation_failure(response, validation)

3. Human Review System

Every response goes through human review before being sent:

class HumanReviewSystem:
    def __init__(self):
        self.review_queue = ReviewQueue()
        self.approval_workflow = ApprovalWorkflow()

    async def submit_for_review(self, response, context):
        review_item = {
            'response': response,
            'context': context,
            'timestamp': datetime.now(),
            'priority': self._calculate_priority(response)
        }

        await self.review_queue.add(review_item)

        # Auto-approve high-confidence responses
        if response['confidence'] > 0.95:
            return await self._auto_approve(response)

        return {'status': 'pending_review', 'review_id': review_item.get('id')}

    async def _auto_approve(self, response):
        # Implement auto-approval logic
        return {'status': 'approved', 'response': response}

The Results

Before Implementation

  • Support tickets: 2,300+ per month
  • Resolution time: 4.5 hours average
  • Customer satisfaction: 65%
  • Agent productivity: 12 tickets per day

After Implementation (3 months)

  • Support tickets: 1,357 per month (41% reduction)
  • Resolution time: 1.9 hours average (58% improvement)
  • Customer satisfaction: 88% (23% improvement)
  • Agent productivity: 29 tickets per day (142% improvement)

Key Metrics Breakdown

Ticket Reduction Sources:

  • Self-service resolution: 36% of tickets now resolved without human intervention
  • Faster initial responses: 61% of tickets get immediate, accurate responses
  • Proactive issue detection: 16% of potential issues caught before becoming tickets

Quality Improvements:

  • Response accuracy: 95% (vs 78% before)
  • First-contact resolution: 88% (vs 52% before)
  • Escalation rate: 7% (vs 23% before)

Lessons Learned

What Worked

1. Human-in-the-Loop Design
The copilot works with agents, not instead of them. This builds trust and ensures quality.

2. Context-Rich Responses
By understanding customer history and context, the copilot can provide more accurate and helpful responses.

For more insights on AI-driven support systems and reducing support tickets, explore our related case studies on fintech support solutions.


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