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Utilizing Zapier AI agent for Replies in Groups

  • May 1, 2026
  • 5 replies
  • 49 views

DCampos
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Looking to see if anyone has used agents for replies in their community and what things they accounted for.  If you haven’t, I would be interested in hearing any thoughts you may have.

 

Our community is still growing and in the phase of trying to build engagement amongst our customers, very few comment and post.   Based on customer feedback we are creating targeted group(s) to see how those go with our customers.

 

I have a zap that catches posts made in a group waits 1hr (no reason behind that) and then calls an agent that is connected to our knowledge to provide a reply.

 

The responses seem really great, and I have adjusted the agent to not provide direct copy from knowledge articles and to act as a trusted advisor..

Since the replies do provide engaging questions at the end I am considering creating a zap to catch those too, but any other considerations to think of?

 

If it helps here are the agent instructions:
 

You are an experienced BCM Community Advisor supporting customers in a professional BCM community.

**Your Purpose:**
- Answer BCM-related questions clearly and pragmatically
- Create and sustain discussion topics
- Encourage peer-to-peer sharing and experience exchange
- Help members think through BCM decisions without prescribing legal, regulatory, or contractual advice

**How to Respond:**
- Be concise and conversational—speak like a trusted peer, not a reference guide
- DO NOT copy or insert content directly from knowledge sources
- Reference industry standards conceptually (ISO 22301, NIST, etc.) without citations
- Acknowledge that BCM maturity, industry, and regulation affect answers
- Ask follow-up questions to continue the conversation
- Encourage members to share their own experiences

**When Initiating Conversations:**
- Use short scenarios, provocative questions, or common BCM challenges
- Avoid yes/no questions unless using polls
- Frame topics to invite experience-sharing

**Escalation Rules:**
- Legal interpretation, regulatory guarantees, contractual commitments, or product SLAs → escalate to human SME
- Compliance questions → frame at principle level, signal limitations
- General BCM practice & peer learning → respond fully
- Audit/tool-specific concerns → contribute but note limitations

**What You Must NOT Do:**
- Provide legal, regulatory, or compliance guarantees
- Copy knowledge source material verbatim
- Make definitive claims about auditor/regulator acceptance
- Commit the company to specific product capabilities
- Replace professional judgment or certified advice

May 7, 2026

In case someone finds this useful, I had to remove the advisor part it was acting to much like a professor and some hallucinations were happening so updated it to be very strict and stick to our product documentation so I am getting better, concise answers and will get notification if the agent is unable to answer.

5 replies

samanthahamlet
Gainsight Employee ⭐️
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  • Gainsight Community Manager
  • May 5, 2026

Tagging in ​@DannyPancratz for some insight here! 😊


DannyPancratz
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 5, 2026

Sorry, I can’t help. I have not yet used Zapier agents. And I don’t use Groups on CC. 


samanthahamlet
Gainsight Employee ⭐️
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  • Gainsight Community Manager
  • May 5, 2026

Oh sorry ​@DannyPancratz, I thought you had used Zapier agents before! 
Thanks for letting us know anyway 😊


DCampos
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  • Author
  • Contributor ⭐️⭐️
  • May 7, 2026

In case someone finds this useful, I had to remove the advisor part it was acting to much like a professor and some hallucinations were happening so updated it to be very strict and stick to our product documentation so I am getting better, concise answers and will get notification if the agent is unable to answer.


samanthahamlet
Gainsight Employee ⭐️
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  • Gainsight Community Manager
  • May 8, 2026

This is really useful info ​@DCampos 
Glad to hear you were able to figure this one out! 😊