Interactive preview
Customer Agent
Help the team answer with a complete customer picture.
01 / The work
How it can help
- Identify the correct account
- Collect relevant service history
- Prepare an answer or escalation
Try asking: “Help my team identify the correct account, and show what needs human review.”
02 / The connections
Fit into your existing systems
The right integration depends on the system version, available APIs and permissions agreed with its owner.
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Identify the customer
Input: the information confirmed in the previous stage.
Action: Identify the customer for this Customer Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Check access
Input: the information confirmed in the previous stage.
Action: Check access for this Customer Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Read the account history
Input: the information confirmed in the previous stage.
Action: Read the account history for this Customer Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Prepare an answer
Input: the information confirmed in the previous stage.
Action: Prepare an answer for this Customer Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Escalate when needed
Input: the information confirmed in the previous stage.
Action: Escalate when needed for this Customer Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
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