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Workflow guide

Support plan for startups

Answer onboarding, feature, and pricing questions from docs that change every week. Pricing promises and bug triage stay with the founders.

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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.

Beta support

Planning sample

Answer from approved sources

  1. 01
    How do I import my contacts?Getting started guide
  2. 02
    What’s included in the free plan?Pricing page
  3. 03
    What changed in this week’s release?Release notes
Boundary

Hand to your team

  • Pricing promises and discounts
  • Bug reports that need triage
  • Roadmap commitments
For example
Can I keep the beta pricing after launch?
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 bug report

    The agent asks for the steps and creates a support ticket for triage.

  2. 02

    A question about the roadmap

    The agent shares the release notes and leaves promises to the founders.

  3. 03

    A user who is about to cancel

    The agent passes the chat to a founder while the user is still there.

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.

Only if the sources do. Update or replace a source when a page changes, then retest the questions it covers.

With one agent and the three pages users ask about most. The free plan needs no credit card, and the pricing page lists what each plan includes.

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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