Documentation
Reference

Examples

Standard configurations and workflows to copy.

Customer Support Agent

Knowledge

  • Zendesk Help Articles
  • Return Policy PDF

Can do

  • Answer questions
  • Track orders
  • Create tickets

Example Dialogue

Customer:Where is order #8124?
Agent:Shipped yesterday via FedEx. Tracking number FX-8291. You still have 30 days remaining to return it.

Internal Wiki Bot

Knowledge

  • Notion Workspaces
  • IT-Support Guidelines
  • Employee Handbook

Can do

  • Answer policy questions
  • Link to IT portal
  • Direct hardware requests

Example Dialogue

Customer:How do I request a new laptop?
Agent:Submit hardware requests through Jira Service Desk. Average approval time is 2 days. Source: IT Handbook.

Shopify Storefront Bot

Knowledge

  • Shopify Catalog
  • Store FAQ Page

Can do

  • Retrieve order statuses
  • Recommend products
  • Track UPS/FedEx links

Example Dialogue

Customer:What is the status of order #3412?
Agent:Order #3412 is currently in transit and is scheduled for delivery tomorrow. Tracking URL: UPS-9281. Source: Shopify.

Operations Agent

Knowledge

  • CRM Contacts Database
  • HubSpot Workspace

Can do

  • Update contact records
  • Sync database rows
  • Log conversations

Example Dialogue

Customer:Update my shipping address to 123 Main St.
Agent:Shipping address updated to 123 Main St. in HubSpot. Source: HubSpot Integration.