CUSTOM AI AGENTS · Customer service & support
Technical supportas part of your team.
Match symptoms. Check known solutions. Prepare steps and escalation.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Every inquiry needs current information, a useful response and a next step. We design the agent around your service policies and channels.
- 01
Match symptoms
Organizes symptoms, error messages and history without altering the account.
- 02
Check known solutions
Matches the issue to articles and procedures approved by support.
- 03
Prepare steps and escalation
Drafts concrete steps and escalates cases lacking documented solutions or context.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A software company handles a login issue while respecting identity checks.
Illustrative scenario, not a customer case study or measured results.
SlackExampleRead about the scope of the assignment at the team's channel.
JiraExampleRecord the known scope without marking the issue as resolved.
Error 403 when exporting orders
Leo · Support
- ✓Two people affected since this morning
- ○Locate the request and trace
- ○Check roles and permissions
GitHubExampleRead the trace. A 403 identifies the rejected request but does not yet establish its cause.
Error trace
Producción · Diagnóstico de solo lectura
GET /api/orders/export → 403request → requireAccess → ForbiddenErrorÚltimo evento: 10:38 · Personas afectadas: 2- ○Check the orders:export permission
- ○Check account access
JiraExampleLeave the investigation pending with evidence; do not change permissions to hide the error.
Check the export permission
Technical Officer
- ✓Request and trace linked
- ○Check affected roles against the access policy
- ○Validate a fix without granting improper access
SlackExampleShare the result and distinguish prepared work from executed work.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Ticket history, approved guides and service status. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Contextual reply with sources and a next action. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Sensitive cases, refunds and account changes are routed under your service rules.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Support triage
Classified queue with context for each team.
See tasks and example ↗Customer service & supportOrder status assistant
Tracking reply with highlighted exceptions.
See tasks and example ↗Customer service & supportReturns coordinator
Return case with a proposed next step.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.