AI Agent Workflow Automation for Plain
Automatically sync Plain help docs and FAQs with your AI agent, enabling instant, accurate answers directly in team chat. Enhance your Plain workflows with AI-powered automation in Slack, Teams, and Discord.
Plain is redefining modern customer support with its API-first platform and seamless multi-channel interface for fast, flexible interactions. When teams bring Plain together with Runbear’s AI agent inside Slack, Microsoft Teams, or Discord, every support interaction becomes instantly smarter, more automated, and deeply collaborative. In this article, we’ll explore how integrating Plain and an AI agent from Runbear transforms everyday workflows for support and ops teams—unlocking new levels of automation and productivity.
About Plain
Plain is a cutting-edge B2B customer support platform that merges all your communication channels—like Slack, Microsoft Teams, email, and web chat—into a single, streamlined workspace. Known for its developer-friendly, API-first architecture, Plain empowers businesses to surface live customer data from CRMs, billing, or product databases right inside support conversations. Its customizable widgets, real-time context, and built-in AI features help support teams answer faster, automate routine inquiries, and deliver delightfully efficient experiences. Teams love Plain for its flexibility, extendibility, and ability to break down silos between support, product, and ops functions—making it a great fit for scaling SaaS companies and any business that values modern support infrastructure and productivity.
Use Cases in Practice
Let’s unpack four concrete ways teams can combine Runbear’s AI agent and Plain to tackle real support challenges. When support documentation from Plain is synced directly to your AI agent, team members never have to dig for answers—responses are instant and up-to-date in the chat you already use. Scheduling a daily ticket recap? The AI agent posts clean, digestible reports each morning so the team’s always in sync. Creating or updating a support case is as easy as typing, "Log a ticket for password reset" in Slack—your AI agent handles it instantly in Plain. And metrics? No more dashboard logins; just ask, “What’s our average response time this week?” and the AI agent retrieves, analyzes, and graphs Plain data live in chat. These use cases eliminate time-consuming context switches, reduce manual oversight, and let support and ops folks focus on customers instead of tools. For teams interested in other smart support automation, our guides on AI Assistants for Customer Support and Supercharge Crisp Support with an AI Assistant in Slack show just how versatile these agent-powered workflows can be.
Plain vs Plain + AI Agent: Key Differences
Integrating Runbear’s AI agent with Plain takes customer support from reactive and manual to proactive, collaborative, and automated inside your team's chat. Tasks like knowledge search, ticket updates, and analytics that usually require toggling between apps or repetitive manual queries are now handled instantly by your AI agent within Slack or Teams, reducing effort and speeding up team workflows.
Implementation Considerations
Successful Runbear and Plain integration does require a few practical preparations. Initial setup means connecting both tools via secure authentication, configuring knowledge syncs, and mapping out team-specific workflows. Teams may need a brief orientation on how to query the AI agent for support actions or analytics within chat. It’s essential to plan data governance to ensure that only appropriate knowledge and tickets are accessible in shared channels. Evaluate the cost-benefit: while automation and insights will save significant manual effort, you’ll want to prioritize high-impact workflows to start. Lastly, ongoing monitoring ensures data syncs remain current, and user feedback can help tune agent responses for accuracy and relevance. Strong internal champions and cross-team training ease change management and create immediate wins.
Get Started Today
Integrating Plain with an intelligent AI agent from Runbear marks a major leap forward in customer support efficiency—eliminating manual drudgery, surfacing actionable insights, and freeing teams to collaborate where they already work. As business evolves to expect instant, context-rich support, this integration sets your team ahead of the curve. Try connecting Plain to Runbear and experience a new standard in AI-powered teamwork and support automation—your team and your customers will thank you.