Resources

Build one reliable support-agent loop.

Use these guides and reference outlines to evaluate customer support agents, internal support agents, website widget rollout, knowledge operations, review, and escalation.

Launch website supportProduct overview
TutorialsCoursesUse cases
Field libraryTutorials, courses, and use cases

Practical resources for grounding support agents in approved knowledge, routing work to people, and improving from reviewed conversations.

Start here

Choose the lane that fits the work.

Tutorials

A curated map into the docs for launching, grounding, reviewing, and improving managed support agents.

Start with tutorials

Courses

Structured outlines for support-agent operations, knowledge maintenance, escalation design, and quality review.

View courses

Use cases

Outcome-first examples for customer support, internal support, handoff quality, and support knowledge improvement.

Explore use cases

Recommended resources

These entries summarize the guidance available on the resource pages today. Cards link to docs when a full guide already exists.

Tutorial / Website widget / 25 min / Published guide

Launch a customer support agent on your website

Follow the docs path for creating a focused agent, attaching knowledge, deploying Website Support, and installing the widget.

Open resource

Tutorial / Support knowledge / 20 min / Published guide

Prepare approved support knowledge

Use the docs guidance to organize product answers, policy boundaries, limitations, and escalation instructions.

Open resource

Course / Escalation / 2 hours / Reference outline

Operate support agents with review and escalation

A course track for human review, handoff payloads, guardrails, channel activity, and continuous improvement.

Reference outline

Use case / Escalation / 20 min / Reference outline

Route customer conversations with context intact

Map when a website conversation should stay with the agent, ask a follow-up question, or move to a person.

Reference outline

Learning paths

Follow the work mode.

  1. Website widget

    Customer support launch path

    Start with one public support lane, prepare knowledge, deploy the widget, and review the first conversations.

    Launch a customer support agent on your website -> Deploy Website Support and install the widget -> Review channel activity and close knowledge gaps

  2. Support knowledge

    Knowledge improvement path

    Keep the agent grounded by turning high-volume questions, failures, and stale policies into reviewed source updates.

    Prepare approved support knowledge -> Turn repeated support questions into knowledge updates -> Knowledge operations for AI support

  3. Escalation

    Escalation and review path

    Define human-owned decisions and preserve enough context for teammates to continue without asking the customer to restart.

    Design review and escalation rules -> Escalate billing or policy exceptions with context -> Review, escalation, and guardrails

  4. Internal support

    Internal support path

    Prepare employee-facing knowledge, access boundaries, and handoff owners before bringing an agent into team chat.

    Plan an internal support agent for Slack -> Route internal IT or operations questions in Slack -> Internal support agent rollout

From resource to product

Bring one support loop online.

Explore the product overview, launch a Website Support agent from the docs, or open the dashboard when you are ready to configure a workspace.

Product overviewLaunch guideDashboard