Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Identify the support topic, account context, and whether an approved answer exists before responding.
- Pull from approved knowledge
- Answer only when confidence and policy allow
- Escalate unknowns and report gaps
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller, account clue, product or service area, issue category, urgency, attempted fix, and desired callback
- Approved knowledge match, confidence, unresolved question, and escalation destination
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer account-specific, billing, outage, angry, sensitive, or low-confidence calls
- Create tickets for unresolved questions and knowledge gaps
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not invent support answers, expose account data, close tickets automatically from uncertain calls, or answer outside approved knowledge
- Do not treat routine FAQ deflection as success when callers still need follow-up
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Zendesk, CRM, knowledge base, ticket creation, Slack or Teams support alert, weekly knowledge-gap report
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Growth for approved FAQ answering and ticket handoff
- Scale for support queues, categories, and analytics
- Enterprise for custom retention and account-security controls