Workflow guides
Start with the work, then set the boundary
These guides show which questions an agent can answer from source material, which actions need an integration, and where a person should take over.
Returns workflow
Example boundaryAnswer from source
Explain the 30-day return policy
Approved action
Create a support ticket
Human decision
Approve an exception or refund
Common starting points
Three jobs. Three different handoff rules.
A useful first version stays narrow. Pick one job, name the source material, and write down what the agent must not decide.
How do I change the email on my account?
Answered fromHelp center articles Keep human
Policy exceptions and refunds
Ticket #1042 created
Which plan includes team seats?
Answered fromPricing page Keep human
Custom pricing and discounts
Your details were shared with the team
How do I set up the VPN on a new laptop?
Answered fromIT how-to guides Keep human
Leave approvals and pay questions
Ticket #318 created
Industry notes
The same agent pattern changes when the risk changes.
Use these notes to scope a first test. They are starting points, not claims that every workflow or system is already connected.
Can I exchange a gift if I don’t have the receipt?
Answered fromReturn policy Keep human
Refunds, disputes, and policy exceptions
How do I invite a teammate to my workspace?
Answered fromHelp docs Keep human
Trial extensions, credits, and billing exceptions
Does the Elm Street apartment come with parking?
Answered fromElm Street listing Keep human
Offers, negotiation, and pricing advice
When is the application deadline for the fall term?
Answered fromAdmissions calendar Keep human
Admission decisions and late applications
Are you open on Saturdays?
Answered fromOffice hours and locations Keep human
Chatsy has no HIPAA BAA. Do not use it for PHI or medical advice.
Is there a monthly fee on the basic checking account?
Answered fromFee schedule.pdf Keep human
Do not use it for financial advice or sensitive account decisions.
All workflow guides
Browse the full directory.
Each page is a planning guide. Check the integrations directory before assuming a provider connection is available.
Check available integrationsStop conditions
Some work should stay with people.
Crisis, emergency, or life-safety conversations.
Medical, legal, or financial advice that needs a licensed professional.
Account exceptions, disputes, and irreversible decisions without approval.
Any workflow without maintained source material and a named owner.
One workflow is enough for the first test.
Start narrow. Pick one job, name the source material, and test it before customers see it.
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