Customer support

A support agent drafts answers grounded in your written policies and flags anything it can’t answer for a human. Never let it promise refunds or exceptions on its own.

How to set it up

  1. Write down your policies (returns, shipping, hours).
  2. Route support emails to an AI draft step.
  3. Add an [ESCALATE] rule for anything not covered.
  4. Review drafts daily and update the policy notes.

Recommended tools

Prices as cited in our guides; confirm on the vendor's page before you buy.

Templates for this task

All templates →
Step-by-step recipeUntested

Zapier: AI email draft recipe

Six steps to a Zap that writes AI reply drafts in Gmail or Outlook, with a safety checklist and task-cost notes.

Scenario blueprintUntested

Make: inbox → AI draft → approval

Module-by-module Make blueprint with filters, Slack approval nudge and error handling. About 4–5 credits per email.

Prompt packUntested

Prompt pack: customer support replies

Policy-grounded reply drafter, de-escalation prompt and a monthly FAQ builder.

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