Permissions and control
Support workspace
Product and service Collections
Customer context limited to assigned cases
Customer-facing responses
Refund or compensation requests
Escalations outside standard playbooks
Recommended Connectors
Customer Support
Consistent customer support grounded in approved product knowledge.
Helps teams resolve recurring questions, summarize cases and prepare clear customer responses.
Create an AI EmployeeAI Employee profile
Support Employee
Product manuals
Support playbooks
Knowledge Search Agent
Documents Agent
Responsibilities
Answer product questions
Summarize support cases
Prepare response drafts
Identify escalation needs
Approved Knowledge
Product manuals
Support playbooks
Known issues
Service policies
Installed Agents
Example requests
Example Workflow
Request is received
Relevant product Knowledge is located
Case context is summarized
A response is prepared
A person reviews or escalates
Permissions, approved Knowledge and human control points define what this AI Employee may do.
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