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Workflow guide

Support plan for gyms and studios

Answer class schedule, facility, and membership questions from your studio’s pages. Freezes, cancellations, and injuries go to your staff.

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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 desk

Planning sample

Answer from approved sources

  1. 01
    Is there a spin class on Friday mornings?Class schedule
  2. 02
    Can I bring a guest?Membership FAQ
  3. 03
    Are there showers and lockers?Facility guide.pdf
Boundary

Hand to your team

  • Membership freezes and cancellations
  • Injury and health questions
  • Personal training packages
For example
Can you freeze my membership while I’m traveling?
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

    An injury or health condition

    The agent doesn’t give exercise advice and hands the chat to a trainer.

  2. 02

    A cancellation request

    The agent explains the policy, then passes the chat to staff.

  3. 03

    Personal training prices

    The agent collects contact details for a trainer to follow up.

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.

No. Agents can’t run booking actions. The agent shares the class schedule and your booking link, and staff handle changes.

No. The agent answers from your public pages. Account and billing questions go to your staff.

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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