Templates Support agentVERSION 1 · ADAPT TO YOUR BUSINESS

Support agent

Resolve known questions and prepare a useful escalation when human help is needed.

Use this template

Your template, version and language follow you into agent setup.

THE CONVERSATION DESIGN

Useful from the first draft.

  1. 01

    welcome

    Collect the details needed for the next step and handle incomplete answers.

  2. 02

    assist

    Use your business instructions and context to handle the conversation, with clear limits and a human fallback.

  3. 03

    reply

    Set a clear expectation and guide the caller to a useful next step.

  4. 04

    next

    Collect the details needed for the next step and handle incomplete answers.

  5. 05

    handoff

    Pass the request and relevant context to your configured human destination.

CHALLENGE IT BEFORE YOU LAUNCH

Start with these tests.

A useful workflow includes the difficult conversations, too.

  • Unknown answer
  • Repeated failed fix
  • Request for a person

Experience the conversation first.

Explore the relevant demonstration, then return to the same workflow and language.

Try this workflow