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Playbook: support

Support workflows using AI for drafts and knowledge lookup—never for inventing policy or bypassing escalations.

What it is

Support workflows using AI for drafts and knowledge lookup—never for inventing policy or bypassing escalations.

Why it matters

Wrong support answers create chargebacks, safety issues, and churn. Groundedness beats clever tone.

How it works (plain)

May draft: replies from approved KB; rephrases; ticket summaries. Must human / tool: refunds, account changes, legal threats, self-harm, security incidents. Verify: KB citation IDs; customer identity per policy.

Everyday example

Bot suggests a reply with article link; agent confirms it matches the customer’s plan tier.

Try it

List 5 ticket types that must never auto-send.

Myths

⚠️ Myth: Empathetic tone fixes wrong facts.
✓ Reality: Tone without truth harms more.

Sources