Example workflows
Choose a workflow.
Test the decisions.
Change the facts. Check what the agent should do and when a person must take over. These fictional examples show the decisions to test; they are not ready-made agents or customer results.
4 workflows
OperationsExample workflow
Replacements
Check compatibility before offering a substitute.
FinanceExample workflow
Invoice approvals
Apply the right approval rule for the amount and business unit.
Customer supportExample workflow
Customer support
Confirm the ticket exists before telling the customer it was created.
OperationsExample workflow
Order changes
Check whether packing or shipping has made a change too late.
Start with one workflow
Book a workflow review.
Bring one case, its records and the person who handled it. We’ll agree what to investigate and what your team needs next.
Agree the scope, responsibilities and price before starting.