Carry the case through to resolution
The unit of work is a support case with an outcome. An agent can read the request through a configured help-desk connector, investigate through authorized tools, request approval for a proposed change, execute the approved request, and verify the result before preparing the customer response. A durable run preserves progress when the agent needs an answer, a later check, or additional budget. Your team can see why it is waiting and respond from the Work area. The workflow can also dispatch work to another permitted agent when the case needs a separate specialty. Read Run the full support loop for the complete operating model, including escalation and closure.Connect communication to the actual work
A support workflow needs both sides of the job: doing the work and keeping people informed.
Native communication routes and cloud tools have defined availability. The support-loop guide explains Slack, Teams, email, and infrastructure access so you can design a workflow that works with your deployment.
Put your operating knowledge to work
Org Brain supports the agents with organizational evidence: shared facts, work-product records, and learned knowledge. An agent can search organization-visible evidence when its channel permits the tool. Human members can also inspect authorized channel evidence and ask for cited answers. Use knowledge to choose the next investigation or understand an earlier fix. Use live systems to establish what is happening now. Keep customer-specific data in the appropriate scoped system; a fact shared organization-wide is available beyond one customer channel. After a run, review its outcome and keep useful lessons at the right visibility. Worker improvement proposals require a person to apply them, so a successful pattern can become a reviewed workflow revision.Keep your people at the decision points
Give the agent the responsibility and tools for a bounded support workflow. Give people the decisions that require their authority or judgment.- Route missing information, exceptions, and approvals to the right responders.
- Review the exact request before a connector changes a system or sends a message.
- Keep service credentials and permissions scoped to the customer and operation.
- Inspect run timelines, transcripts, artifacts, and costs when a result needs explanation.
- Use the desktop’s terminals, browser, remote access, and Copilot for hands-on work when the case needs it.
Measure resolved work
Start with one queue and compare like-for-like cases. Use Outcomes, run history, and your support system to assess:- Whether the requested outcome was verified.
- How often the agent needed a human decision or a manual handoff.
- Time spent working and waiting.
- Cost per completed case, including retries and follow-up work.
- Whether customer updates were accurate and the case was closed or escalated correctly.
Build your first support agent
- Choose a recurring support request and define its resolution and escalation criteria.
- Connect its ticketing system and the smallest set of required operational tools.
- Configure an AI support agent with investigation, approval, action, verification, and response stages.
- Test successful, failed, and human-assisted cases from intake through the final update.
- Enable the required triggers, assign responders, and review outcomes before increasing scope.
Run the full support loop
Follow a request from the support queue to a verified resolution or useful escalation.
AI support agents
Set up stages, connections, human tasks, triggers, and budgets.