What to bring

• A connected help desk or shared inbox (Intercom, Zendesk, Gorgias, Help Scout, or Front), and optionally your issue tracker.
• Your voice and signature, the help articles and policies replies may use, and what always goes to a person.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, deliverables, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It adds internal notes and files issues. It never replies to a customer, closes or assigns a conversation, or changes an order, account, or subscription.
• Refunds, account and security requests, legal questions, and upset customers go to a person with a note, never a promise.

Example

Fictional input and an illustrative result.

Input

Do a preview support pass over the last 24 hours. Don't write anything to the help desk yet.

Output

Support pass, last 24 hours (preview)

4 new or updated conversations. Preview: nothing was written to the help desk or the tracker.

Needs you

• Sam at Example Co: charged twice this month. Why you: a refund needs your approval.

Replies it would draft

• Dana at Example Studio: how to export a report.

Problems

• Lee: the export button spins forever on Safari. Would file: export never finishes on Safari.

Left alone

• An out-of-office auto-reply.