Answer customer questions and escalate to humans
Built an agent that answers product and pricing questions, handles follow-ups, gives payment details, notifies admins of payment proof and hands off to humans via a dashboard.
- What They Did
- After a discovery call on the business, products, and customer flow, the developer built a 24/7 AI agent given access to product details, pricing, and payment info. The agent answered questions, handled follow-ups and repeated queries, walked customers through payments by supplying details, notified admins on receiving payment proof screenshots, and requested order details after confirmation. Staff used a dashboard to monitor chats, step in for defects/refunds/unknowns, take over, and hand back to the agent.
- How It Went
- The source describes the system build and handoff flow but states no results, metrics, or shortfalls.
Build a customer support workflow for [my business] that answers questions about products and pricing from this info: [paste product and price list or FAQ link]. It should handle follow-up questions, share payment details [payment instructions] when a customer is ready, and notify [admin contact] when someone sends proof of payment. If it can't answer or the customer asks for a person, hand off to a human with the conversation attached. Test it with five sample questions and show me the results before connecting it to real customers.
Do this with a skill.
These SkillShop playbooks do this exact job.