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Workflow library

Plan the agent before you publish it

Use these guides to decide what content an agent needs, where it must hand off, and which questions to test. They are planning references, not one-click product templates.

Create a Chatsy account

Customer Support Chatbot

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Hello! How can I help you today?

Questions it struggled with

No handoffs yetAsk something it has no source for

Add: Approved help articles, policies, and troubleshooting steps

What to prepare

Every guide covers

Source content to prepare

Questions and edge cases to test

Handoff and refusal boundaries

Checks to run before publishing

Customer support

05

E-commerce

06

Lead generation

04

Industry guides

07

Internal support

03

Before you start

Questions about these guides

No. These pages are editorial setup guides. Creating an account does not copy a prompt, connect a data source, or publish a chatbot.

Each guide gives you source-content guidance, sample questions, a starter instruction, handoff boundaries, and a short test plan.

Create an agent, add your approved source content, adapt the starter instruction, and test the sample questions. Publish only after the answers and handoff path work as expected.

Yes, but keep the source content and rules explicit. Test each workflow separately so a broad prompt does not hide missing content or a weak handoff.

Configure an agent, then test every answer

Create an account, add approved source content, and run the questions from the guide you chose. Nothing is published automatically.

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