Customer Support playbooks
Ready-made Customer Support setups — each installs the agents, workflows, and documents for the job, then runs it with your approvals.
4 playbooks
Customer health & voice-of-customer pulse
- Trigger
- On the “Customer health pulse” schedule.
- Job
- Gather signals, cluster into themes, score health, write the pulse and task proposals.
- Outcome
- A verified customer-health report with prioritized interventions.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
Escalation & complaint handler
- Trigger
- When you start the “Escalation handling” workflow.
- Job
- Gather and package the escalation, draft a severity-matched resolution and follow-ups.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~1.6 h saved / run
2 Agents
1 Team
1 Workflow
Help-doc & KB writer
- Trigger
- When you start the “KB article drafting” workflow.
- Job
- Synthesize and prioritize the gap, draft the article in house style, revise.
- Outcome
- A sourced content draft ready to publish.
~2.5 h saved / run
2 Agents
1 Team
1 Workflow
Support inbox triage & reply drafter
- Trigger
- On the “Support inbox triage” schedule.
- Job
- Classify and prioritize, draft replies and escalations, revise.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~2.5 h saved / week
2 Agents
1 Team
1 Workflow
Don't see your workflow? Describe it.
A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.