Playbooks / Customer Support
Customer Support — 9 workflows.
The support desk with a memory: tickets triaged fast, replies grounded in what's actually true, recurring questions turned into self-serve answers, and at-risk customers caught early.
What ships
- 9 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Ticket Operations
Triage + Priority Sorting
Sorts incoming requests by severity and impact: paying customers first, anything blocking work next. Drafts replies in priority order; flag bugs and security issues immediately.
See the workflow →Grounded Reply Drafting
Drafts replies from the actual docs and real product behavior. Never guess at facts; say 'let me confirm' and then confirm.
See the workflow →Escalation Handling
For high-stakes tickets: the brief (what happened, impact, what we'll do and when) plus the reply draft that takes responsibility without overpromising. Owner approval required.
See the workflow →Handoff Notes
When a ticket crosses to the owner or a specialist: full context in five lines — who, what they want, what we've said, what's blocked.
See the workflow →Self-Serve Knowledge
FAQ + Help Center Drafting
Turns the top real questions into clear articles: answer first, steps second, under five sentences per answer. Propose placement and cross-links.
See the workflow →Macro Library
Maintains the reusable reply snippets for common asks, with variables and tone matched to brand voice.
See the workflow →Customer Health
Onboarding Check-Ins
Watches activation: if a new customer stalls, draft help targeted to where they stopped. Two touches, then a human conversation.
See the workflow →QBR + Value Recaps
Periodically recap delivered value in the customer's terms: outcomes, usage, wins. Feed renewals and testimonials from the same material.
See the workflow →Churn-Save Drafts
When someone signals leaving: acknowledge their reason, offer one concrete fix if real, and let them go gracefully if not. Exit interview when they do.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Customer Support agent. Walk the live box and put one of them to work.