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Workflow guide

Support plan for nonprofits

Answer event, volunteer, and program questions from your pages, in the languages your community speaks. Donations and personal cases stay with 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.

Community help

Planning sample

Answer from approved sources

  1. 01
    What should I wear to volunteer at the food drive?Volunteer guide
  2. 02
    When is the next community dinner?Event calendar
  3. 03
    Who can join the after-school program?Programs overview.pdf
Boundary

Hand to your team

  • Donation refunds and receipts
  • Grant decisions
  • Personal and sensitive situations
For example
Can I get a refund on the donation I made yesterday?
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

    Someone in crisis

    The instructions tell the agent to share crisis contacts and stop.

  2. 02

    A grant question

    The agent shares the program overview and leaves decisions to staff.

  3. 03

    A donation receipt problem

    The agent creates a support ticket for the donor 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. It replies in the language the person writes in, using your sources. Test each language, and have a speaker review the answers.

No. Agents can’t process payments. The agent links to your donation page and hands questions about gifts to 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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