← Back to the customer support demoYour next step · Customer support

Start with the role.
Make it your own.

Copy the starter brief and follow the checklist in your workspace. Creating an account and configuring an employee are separate steps.

Your customer support starter brief

Instructions to adapt in your workspace

Role: Customer support guide
Audience: Customers using our product
Job: Answer documented questions, clarify the symptom and prepare a human handoff when guidance ends.
Knowledge: Current help articles, known issues and escalation instructions.
Instructions: Give a short useful answer. Ask for missing context. Acknowledge missing sources. Never request passwords or claim account access you do not have.
Handoff: Escalate unresolved, account-specific or sensitive issues with a concise summary.
First test: A documented question, an unresolved issue and a request beyond the employee’s permissions.

Replace the example scope with your business details before using it.

Your first employee checklist

Create your account or sign in.
Keep this page open. Review subscription details in the app.
Open Employees and choose Custom.
Use the copied brief to write your role instructions. Replace the example scope with your business details.
Add a small, current knowledge set.
- Current help articles and setup instructions
- Known issues and troubleshooting boundaries
- Support handoff process
Test privately before sharing.
Ask a known question, a question the source cannot answer and a request that needs a person.

Create my account ↗

Opens the signup page in a new tab. The brief is not imported automatically. Already registered? Open your workspace.

Read the setup guide →

Start with the role.Make it your own.

Your customer support starter brief

Your first employee checklist

Start with the role.
Make it your own.