Customer Support agent

Resolve account questions and approved fixes

Example: Look up job status and draft an ETA update for approval. This template shows the intended tools, permission levels, and channels. Publishing and external tool connections are not connected yet; web chat is the channel that exists today.

Planned tools

  • · CRM
  • · Orders
  • · Knowledge

Channels

  • · Web chat
  • · Email (coming soon)
  • · WhatsApp (coming soon)