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Workflow ideas

A starting point for your support process.

Illustrative recipes using current capabilities. These are examples to configure in your workspace, not one-click imports or prebuilt business-system connectors.
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01

Support recipes

Answer and hand off

Link your help articles to an agent, answer common questions and request human handoff when the customer needs a teammate.

  • — Add relevant knowledge sources
  • — Set the agent’s instructions and allowed tools
  • — Review the conversation and follow-up ticket

Collect a service request

Gather the customer’s question in WhatsApp or API chat, create a ticket using your definition and assign follow-up work.

  • — Define the fields your team needs
  • — Use the current customer identity
  • — Keep the request visible in the ticket queue

02

Connected recipes

Look up customer information

Configure a customer-data HTTPS endpoint or approved MCP tool. Grant the required permissions before an agent uses the connection.

  • — Define the upstream operation
  • — Choose permitted inputs and returned fields
  • — Keep identity and confirmation requirements in place

Route a webhook event

Have your own service call a configured webhook and start a published workflow. External business-system actions require a separately configured connection.

  • — Set authentication and the input schema
  • — Configure the workflow steps
  • — Review run history

Compare current capabilities with your requirements. Planned channels and integrations are listed separately on the roadmap.

PricingRoadmap — planned