Support BotAI FAQPre-Ticket Gatekeeper
Pre-Ticket Gatekeeper

Answer first, ticket second

Before a ticket opens, the bot asks the member what they need, lets the AI try to answer, and only creates the ticket if they still need help. The way out is always one click away.

Direct Message
Online
member09:21

Where do I find my receipt?

Support BotBOT09:21

Let me check the FAQ first

I'll see if I can answer this right away before connecting you to a human.

Support BotBOT09:21

Finding your receipt

Open your account page → Billing → Order history. Each purchase has a Download receipt link next to it.

Answered from your FAQ

member09:22

That solved it, thanks

Support BotBOT09:22

Glad I could help!

No ticket needed - reach out any time if something else comes up.

Message #Direct Message

Illustration only - actual interface and behavior may differ

AI FAQ is in beta and rolling out gradually. The gatekeeper never blocks a member - "I still need help" always opens the ticket, so no one is ever stuck behind the AI.

Deflected

When the AI can deflect

If the answer is already in your FAQ, the member gets it on the spot. They tap "That solved it" and no ticket is ever created - saving your team a round-trip they didn't need.

A short pop-up asks the member what they need help with
The AI answers from your FAQ, grounded in your entries
"That solved it" closes the loop with a friendly reply, no ticket opened
Customizable modal labels, welcome message, and answer wrapper
Direct Message
Online
member09:21

Where do I find my receipt?

Support BotBOT09:21

Let me check the FAQ first

I'll see if I can answer this right away before connecting you to a human.

Support BotBOT09:21

Finding your receipt

Open your account page → Billing → Order history. Each purchase has a Download receipt link next to it.

Answered from your FAQ

member09:22

That solved it, thanks

Support BotBOT09:22

Glad I could help!

No ticket needed - reach out any time if something else comes up.

Message #Direct Message

Illustration only - actual interface and behavior may differ

Escalated

When it escalates to a human

If the AI can't fully answer - or the member simply wants a person - "I still need help" opens the ticket exactly as normal, including any form or topic welcome you've set up.

"I still need help" always opens the ticket - members are never blocked
Any required form or topic welcome still runs on escalation
Staff see the member's question already captured up front
Direct Message
Online
Support BotBOT14:05

About your account

I can help with general billing questions, but I don't have the details to reopen a closed dispute on your account.

member14:06

I still need help

Support BotBOT14:06

Ticket opened

Your question is on its way to the team. They'll reply right here shortly.

Topic

Billing dispute

Status

Waiting for staff

A team member will be with you soon

Message #Direct Message

Illustration only - actual interface and behavior may differ

Per-topic control

Screen every topic, or just the ones you choose

A global default plus a per-topic override decides where the gatekeeper runs - so high-touch topics can always go straight to a human.

Screen all by default

The gatekeeper runs on every topic unless a specific topic opts out. The simplest starting point.

Opt in per topic

Turn the default off and only screen the high-volume topics you choose - everything else behaves normally.

Straight to a human

Set sensitive topics like appeals or refund disputes to "Never screen" so they reach your team directly.

Works with forms

Plays nicely with your forms

Already collecting structured info with a form? You decide exactly how the AI fits around it - before, instead of, or out of the way entirely.

Learn about forms
1

Form after the AI answer

The gatekeeper runs first; if the member escalates, they fill in the form before the ticket opens. You keep your structured data and the AI deflection.

2

Skip the form

The ticket opens immediately on escalation with no form - handy when the AI pop-up already captured what the form would ask.

3

Don't gate form topics

The AI is skipped entirely on topics with a required form, so members go straight to the form they already know.

Where the gatekeeper helps most

It works best on topics where members ask the same things over and over.

Modmail deflection

Catch "how do I claim my role?" in DMs before it ever becomes a ticket.

Ticket forms

Try the AI first, then still collect your form data when the member escalates.

Opt-in screening

Only screen your busiest topics and leave high-touch ones straight to a human.

Frequently Asked Questions

No. "I still need help" is always one click away and always opens the ticket as normal. The gatekeeper deflects questions it can answer - it never blocks anyone from reaching your team.

Yes. You can switch the gatekeeper on for Modmail, the Ticket System, or both. The member experience is the same on each.

You choose: show the form after the AI answer, skip the form on escalation, or skip the AI entirely on form topics. Your structured intake stays exactly how you want it.

Yes. A global default plus a per-topic override lets you set sensitive topics like refund disputes or appeals to "Never screen" so they go straight to a human.

It says so plainly - it never makes something up - and offers a ticket (or steps aside, depending on your settings). The member is always able to reach a human.

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