Automate account and order status lookups
Let AI safely call your APIs to answer 'where is my order?'
"Where is my order?" and "what plan am I on?" are your highest-volume tickets, and no static doc can answer them — each needs a live system lookup. Agents tab between the helpdesk and internal admin tools all day for thirty-second answers.
BeforeQuery's AI Actions let the assistant call your order or account API mid-conversation, with per-action approval rules for anything sensitive. The Agent Platform chains retrieval and actions into workflows — look up the order, check the shipping carrier, compose the answer — with full invocation logs and human approval queues where you want them.
How it works
- 1Define AI Actions for your order or account APIs, with parameters and auth.
- 2Set approval rules: auto-approve read-only lookups, require human approval for sensitive actions.
- 3The assistant calls the action mid-conversation and weaves live data into a cited answer.
- 4Chain retrieval and actions into agent workflows for multi-step lookups.
- 5Every invocation is logged for audit, with a human-approval queue where you want one.
What you get
Features that make it work
Frequently asked questions
Is it safe to let AI call our internal APIs?
You define exactly which endpoints are callable and each action carries an approval policy. Read-only lookups can auto-approve; anything sensitive routes through a human-approval queue and executes only after explicit sign-off. All invocations are logged.
What kinds of lookups work best?
High-volume, parameterized reads: order status, plan and subscription details, account limits, shipment tracking. These are the questions no static doc can answer and that dominate support queues.
Can actions be combined into multi-step workflows?
Yes. The Agent Platform chains retrieval, actions, and MCP/A2A tools into coordinator→specialist graphs — e.g. look up the order, check the carrier, compose the answer — with full run traces for observability.
How long does setup take?
Most teams are live the same day. You connect a source — a docs URL, GitHub repo, Notion workspace, or a file upload — and BeforeQuery crawls, normalizes, chunks, and embeds the content automatically. The website widget is a single script tag, and the Slack/Discord bots install in a few clicks. There is no model to fine-tune and no infrastructure to run.
Are answers backed by citations?
Yes. Every answer includes a structured citations list with the URL, title, and excerpt of each source used, and the answer text cites sources inline. Users can click through to verify any claim against the original document — which is what makes the answers trustworthy enough for support, sales, and internal use.
Is my content used to train AI models?
No. Your indexed content, embeddings, and conversations are isolated to your workspace and are only used to answer your own questions. Content is never shared across customers, and data is encrypted at rest and in transit. Enterprise plans add OIDC/SAML SSO, audit logs, and data-residency options.
Which knowledge sources can I connect?
18+ source types: websites, GitHub, GitLab, Notion, Confluence, Google Drive, SharePoint, Shopify, Zendesk, Jira, Linear, Salesforce, Slack, Discourse, Stack Overflow, YouTube, OpenAPI specs, and direct file uploads (PDF, Markdown, TXT, HTML). Sources sync on a schedule, and GitHub/GitLab can re-index automatically via webhooks on every push.
What happens when the AI is not confident in an answer?
Answers are confidence-scored. When retrieval confidence falls below your threshold, BeforeQuery returns a transparent, configurable fallback — typically pointing users to your support channel — instead of guessing. Those unanswered questions are logged in knowledge gap analytics so you can close the gap in your docs.
Related use cases
Deflect repetitive support tickets
Answer common questions before they become tickets.
Fix slow first response times
Give customers an accurate answer in seconds, not hours.
Deflect tickets at the support form
Answer the question while the user is still typing it.
Ready to automate account and order status lookups?
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