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Workflow guide

Support plan for manufacturers

Answer specification, lead time, and standard pricing questions from your catalog and data sheets. Custom quotes and rush orders go to your sales team.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Sales desk

Planning sample

Answer from approved sources

  1. 01
    What material is the HX-300 made of?Product data sheets.pdf
  2. 02
    What’s the unit price for 100 pieces?Price list.csv
  3. 03
    What’s the lead time for standard parts?Lead times
Boundary

Hand to your team

  • Custom quotes and rush orders
  • Engineering and compliance questions
  • Quality claims
For example
Can you give us a lower price on a one-off rush order?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A custom quote or volume discount

    The agent collects the details and hands the chat to sales.

  2. 02

    A compliance or certification question

    The agent hands it to engineering instead of paraphrasing a standard.

  3. 03

    A quality claim

    The agent creates a support ticket with the batch details from the chat.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

Yes. Upload PDF data sheets and CSV price lists as sources. Answers cite the file, so buyers can check the numbers.

No. Agents don’t connect to your ERP. Keep stock and custom quotes with your sales team.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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