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A support workflow that reads product docs, checks account and billing state, drafts empathetic replies, and escalates sensitive requests with source-linked evidence.
Designed for
Developer-tool and AI SaaS teams that need high-quality support without exposing private customer data to a loose chatbot
Operating goal
Draft accurate support replies with account context, policy boundaries, and approval for refunds, security, or account changes.
3 steps from trigger to verified handoff, with success and failure paths.
1 MCP layer and 4 connected tools with explicit auth and risk levels.
3 guardrails, 3 evals, and 1 harnesses before production use.
Classifies the request and determines what context is safe to retrieve.
Fast classification model
Collects docs and account state without overexposing private data.
Tool-use model
Writes the support response and internal notes.
High-quality writing model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A customer-support skill for drafting sourced replies from docs, billing state, and account events.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes docs search, customer profile reads, billing state, and draft reply prompts.
Categorize ticket and decide retrieval boundaries.
Read docs and approved account state.
Prepare customer response with source links and internal notes.
Open it in Codelit, refine it with the agent chat, then generate the architecture or product board from the same workflow spec.
Open in Agent WorkflowA finance-aware workflow that inspects subscriptions, invoices, usage limits, and customer requests, then drafts revenue-safe actions for approval.
A controlled workflow for small teams that want an internal agent to answer operational questions, create tickets, inspect connected apps, and prepare approved actions across the company stack.
A research workflow that gathers competitor signals, checks source quality, extracts positioning patterns, and writes briefs that separate facts from interpretation.