Tutorials

Choose a support-agent learning path

Use this curated map to find the right docs for support-agent launch, approved knowledge, website channels, visitor identity, escalation, and quality review.

7Tutorials132 minPractice time6Workflows
Suggested sequenceStart narrow, then improve from evidence
  1. Scope
  2. Ground
  3. Deploy
  4. Escalate
  5. Improve

Start here

Recommended docs paths.

1Published guide
  • 25 min
  • Start here
  • Website widget
  • Support lead

Launch a customer support agent on your website

Use the full docs path to create a support-focused agent, attach reviewed knowledge, deploy Website Support, and verify the first visitor conversation.

A public website support channel has a published agent, approved knowledge, an embed key, allowed origins, and a reviewed test conversation.

Open guide
2Published guide
  • 20 min
  • Start here
  • Support knowledge
  • Support ops

Prepare approved support knowledge

Find the docs guidance for turning product answers, policies, contact paths, limitations, and escalation rules into concise agent knowledge.

The agent has a small, current source set and clear instructions for unsupported, sensitive, or account-specific requests.

Open guide

Docs-backed path / Website Support / 25 min

The full launch guide lives in docs

This resource page helps evaluators choose a path. The detailed implementation steps stay in docs, where the launch guide covers the pieces that make a first support agent safe to try.

Open the launch guide
  1. Agent scope
  2. Reviewed source material
  3. Website Support channel
  4. Embed access and origins
  5. First-conversation review

By workflow

Find the guide for the job.

Scan the support-agent map, then jump into the docs guide or outline that matches the launch, review, or improvement job in front of you.

    • 25 min
    • Start here
    • Website widget
    • Support lead

    Launch a customer support agent on your website

    Use the full docs path to create a support-focused agent, attach reviewed knowledge, deploy Website Support, and verify the first visitor conversation.

    A public website support channel has a published agent, approved knowledge, an embed key, allowed origins, and a reviewed test conversation.

    • 20 min
    • Start here
    • Support knowledge
    • Support ops

    Prepare approved support knowledge

    Find the docs guidance for turning product answers, policies, contact paths, limitations, and escalation rules into concise agent knowledge.

    The agent has a small, current source set and clear instructions for unsupported, sensitive, or account-specific requests.

    • 15 min
    • Intermediate
    • Website widget
    • Product team

    Deploy Website Support and install the widget

    Open the channel docs for assigning a published agent to Website Support, creating an embed key, restricting origins, and installing the script.

    Visitors can reach the support agent from an authorized site without exposing secret keys or internal-only context.

    • 18 min
    • Intermediate
    • Security
    • Product engineer

    Connect visitor identity and conversation history

    Review the identity docs when the widget should recognize signed-in users while keeping the secret key on your server.

    Known visitors can keep conversation continuity across sessions without putting verification secrets in browser code.

    • 18 min
    • Evaluative
    • Escalation
    • Support manager

    Design review and escalation rules

    Read the review guidance for deciding when the agent should answer, ask a clarifying question, stop, or route to a teammate.

    Refunds, billing disputes, security questions, low-confidence answers, and customer commitments have visible human review paths.

    • 14 min
    • Intermediate
    • Operations
    • Support ops

    Review channel activity and close knowledge gaps

    Use activity docs to inspect which agent version served each response and which failed conversations should update knowledge.

    The team has a review rhythm for incorrect answers, missing articles, escalation misses, and expansion readiness.

    • 22 min
    • Evaluative
    • Internal support
    • Operations lead

    Plan an internal support agent for Slack

    Use this preview outline to scope an internal-support agent for IT, operations, or HR questions before Slack rollout is enabled for a workspace.

    Internal knowledge, employee-facing boundaries, approval points, and escalation owners are defined before the agent enters a team channel.

    Reference outline

Tutorial standard

Review closes every path.

A production support agent is more than a chat box. Each path should lead to docs that name the scope, source knowledge, channel, human review point, and signal that tells the team what to improve next.