Agents and approvals
Customer Service
Drafts sourced support answers, summarises escalations and drafts replies to incoming email for a person to send.
The Customer Service agent handles inbound support. It drafts answers from your approved company memory and knowledge, summarises escalations for a colleague, and keeps every customer reply behind a person.
Starter workflows
When an owner or admin hires it from Agents -> Hire an agent, it brings these workflows as drafts that you turn on one by one in Agent Builder:
- Answer a customer question (Ask me to): a sourced answer, ready to paste or send. It says plainly when the company has no answer on record and what to ask a colleague.
- Summarise an escalation (Ask me to): turns a long thread into what happened, what the customer wants, promises already made and the next step.
- Draft replies to incoming email (Runs automatically): when an email arrives in the agent's own mailbox, it drafts a reply in the customer's language. The draft waits in the Inbox for a person to send. It never sends by itself.
What it works from
Company memory, Knowledge sources and, for the automatic workflow, the incoming email. Connections to other support systems are planned for this role and are not available yet.
What needs approval
Drafts never leave on their own. Any send or change in another system follows that action's trust level. You name one approver when you hire the agent.
Last updated 12 October 2026