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Workflow guide

Support plan for agencies

Answer service, process, and retainer questions from your agency’s pages, or give each client site its own agent. Scope changes and pricing stay with your account 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.

Studio assistant

Planning sample

Answer from approved sources

  1. 01
    Do you offer brand strategy on its own?Services overview
  2. 02
    What’s the notice period to end a retainer?Retainer terms.pdf
  3. 03
    How does a project start?Project process
Boundary

Hand to your team

  • Scope changes and extra work
  • Custom quotes and discounts
  • Client approvals and deadlines
For example
Can you add an extra round of revisions to our project?
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 price for new work

    The agent collects the details and hands the chat to the account lead.

  2. 02

    A missed deadline

    The agent passes the chat to the project lead right away.

  3. 03

    Feedback on delivered work

    The agent thanks them and creates a support ticket for the project team.

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. Each agent has its own sources, instructions, and widget, up to your plan’s agent limit. The pricing page lists the number of agents on each plan.

Yes, if you invite them. Workspace roles and resource access decide which agents and mailboxes each person can open.

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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