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For Support teams · Intermediate · 2 days · ~$120/mo

Deploy an AI support agent

An agent that resolves the repeat questions and hands over the rest.

The agent is the easy part. The hard part is the knowledge behind it and knowing when to get out of the way.

The steps

  1. Knowledge: NotebookLM. Turn scattered help docs into something that can answer questions.
  2. Tone: Claude. Write the voice rules so it sounds like your team, not a bot.
  3. Deploy: Intercom Fin. Put it on live chat and let it clear the repeat tickets.
  4. Escalation: Forethought. Route the hard ones to a human before the customer gets annoyed.
  5. Voice: Parloa. Extend the same agent to the phone line.
  6. Review: Zendesk AI. Read what it got wrong each week and feed that back in.

You end up with