All use cases
Account update requests
Agents
Customer agent
Categories
Resolving account management tickets
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Description
Account update requests are a great fit for AI automation - they follow a consistent verification and update flow that can be fully automated.
You can configure Parahelp to handle account updates end-to-end by connecting your tools - like Retool for account data and your ticketing system for customer replies.
This enables the Parahelp customer agent to automatically verify account details, request new information, validate security answers, process updates, and confirm completion - with automatic escalation for failed verification attempts.
Example
Configuration
Tools
Update user data
Retool
/
API or MCP
Update customer data attributes.
Retool: Read user data
Retool
/
API or MCP
Read customer data attributes.
Memory
Account update requests
Use the Retool: Read user data tool to retrieve the customer's current account details and security question.
If the customer hasn't already provided the new details, use the Ticketing: Reply to ticket tool to ask what they would like to update it to (e.g., new email address, new phone number).
Use the Ticketing: Reply to ticket tool to ask the customer to answer their security verification question (the question they submitted when setting up their account).
If the security answer is correct, use the Retool: Update user data tool to process the account update.
Use the Ticketing: Reply to ticket tool to confirm the update has been completed.
If the security answer is incorrect after 2 attempts, use the Ticketing: Transfer ticket tool to transfer the ticket to the appropriate teammate for manual verification.
Simulation
Customer action: Ticketing - Submit query ("I need to change my email address")
Agent action: Parahelp - Search memory
Agent action: Retool - Read user data
Agent action: Ticketing - Send ticket response ("I can help you update your email address! What would you like to change it to?")
Customer action: Ticketing - Reply ("I want to change it to john.smith@newcompany.com")
Agent action: Ticketing - Send ticket response ("Thanks! For security purposes, please answer your verification question: What is the name of your first pet?")
Customer action: Ticketing - Reply ("Buddy")
Agent action: Retool - Update user data
Agent action: Ticketing - Send ticket response ("I've updated your email address to john.smith@newcompany.com. You'll receive a confirmation at your new email shortly. Let me know if you need anything else!")
Example
Configuration
Tools
Update user data
Retool
/
API or MCP
Update customer data attributes.
Retool: Read user data
Retool
/
API or MCP
Read customer data attributes.
Memory
Account update requests
Use the Retool: Read user data tool to retrieve the customer's current account details and security question.
If the customer hasn't already provided the new details, use the Ticketing: Reply to ticket tool to ask what they would like to update it to (e.g., new email address, new phone number).
Use the Ticketing: Reply to ticket tool to ask the customer to answer their security verification question (the question they submitted when setting up their account).
If the security answer is correct, use the Retool: Update user data tool to process the account update.
Use the Ticketing: Reply to ticket tool to confirm the update has been completed.
If the security answer is incorrect after 2 attempts, use the Ticketing: Transfer ticket tool to transfer the ticket to the appropriate teammate for manual verification.
Simulation
Customer action: Ticketing - Submit query ("I need to change my email address")
Agent action: Parahelp - Search memory
Agent action: Retool - Read user data
Agent action: Ticketing - Send ticket response ("I can help you update your email address! What would you like to change it to?")
Customer action: Ticketing - Reply ("I want to change it to john.smith@newcompany.com")
Agent action: Ticketing - Send ticket response ("Thanks! For security purposes, please answer your verification question: What is the name of your first pet?")
Customer action: Ticketing - Reply ("Buddy")
Agent action: Retool - Update user data
Agent action: Ticketing - Send ticket response ("I've updated your email address to john.smith@newcompany.com. You'll receive a confirmation at your new email shortly. Let me know if you need anything else!")
Example
Configuration
Tools
Update user data
Retool
/
API or MCP
Update customer data attributes.
Retool: Read user data
Retool
/
API or MCP
Read customer data attributes.
Memory
Account update requests
Use the Retool: Read user data tool to retrieve the customer's current account details and security question.
If the customer hasn't already provided the new details, use the Ticketing: Reply to ticket tool to ask what they would like to update it to (e.g., new email address, new phone number).
Use the Ticketing: Reply to ticket tool to ask the customer to answer their security verification question (the question they submitted when setting up their account).
If the security answer is correct, use the Retool: Update user data tool to process the account update.
Use the Ticketing: Reply to ticket tool to confirm the update has been completed.
If the security answer is incorrect after 2 attempts, use the Ticketing: Transfer ticket tool to transfer the ticket to the appropriate teammate for manual verification.
Simulation
Customer action: Ticketing - Submit query ("I need to change my email address")
Agent action: Parahelp - Search memory
Agent action: Retool - Read user data
Agent action: Ticketing - Send ticket response ("I can help you update your email address! What would you like to change it to?")
Customer action: Ticketing - Reply ("I want to change it to john.smith@newcompany.com")
Agent action: Ticketing - Send ticket response ("Thanks! For security purposes, please answer your verification question: What is the name of your first pet?")
Customer action: Ticketing - Reply ("Buddy")
Agent action: Retool - Update user data
Agent action: Ticketing - Send ticket response ("I've updated your email address to john.smith@newcompany.com. You'll receive a confirmation at your new email shortly. Let me know if you need anything else!")
Example
Configuration
Tools
Update user data
Retool
/
API or MCP
Update customer data attributes.
Retool: Read user data
Retool
/
API or MCP
Read customer data attributes.
Memory
Account update requests
Use the Retool: Read user data tool to retrieve the customer's current account details and security question.
If the customer hasn't already provided the new details, use the Ticketing: Reply to ticket tool to ask what they would like to update it to (e.g., new email address, new phone number).
Use the Ticketing: Reply to ticket tool to ask the customer to answer their security verification question (the question they submitted when setting up their account).
If the security answer is correct, use the Retool: Update user data tool to process the account update.
Use the Ticketing: Reply to ticket tool to confirm the update has been completed.
If the security answer is incorrect after 2 attempts, use the Ticketing: Transfer ticket tool to transfer the ticket to the appropriate teammate for manual verification.
Simulation
Customer action: Ticketing - Submit query ("I need to change my email address")
Agent action: Parahelp - Search memory
Agent action: Retool - Read user data
Agent action: Ticketing - Send ticket response ("I can help you update your email address! What would you like to change it to?")
Customer action: Ticketing - Reply ("I want to change it to john.smith@newcompany.com")
Agent action: Ticketing - Send ticket response ("Thanks! For security purposes, please answer your verification question: What is the name of your first pet?")
Customer action: Ticketing - Reply ("Buddy")
Agent action: Retool - Update user data
Agent action: Ticketing - Send ticket response ("I've updated your email address to john.smith@newcompany.com. You'll receive a confirmation at your new email shortly. Let me know if you need anything else!")
