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Give your support Bot your SOPs, then schedule it for business hours

Beginner, 15 minutes

Attach your support docs so drafts follow your rules, then one sentence sets an hourly check during work hours with every reply waiting for you.

How this helps you

Support replies are drafted to your own rules before you open the help desk, and nothing goes out without you.

✦ Try it
Use the attached support documents as your rules for answering tickets. Monitor [help desk] every hour from [start time] to [end time] on [days] for new support tickets and draft responses for my approval. If a ticket isn't covered by the documents, flag it for me instead of guessing.

Fill in: [help desk] is your support tool, such as Freshdesk. [start time], [end time] and [days] are your support hours.

What they did

In Kevin Stratvert's beginner tutorial, a support Bot watches a Freshdesk help desk for a small shop. The first drafts for three tickets were generic, because the Bot didn't know the shop's rules. After the support documents were attached and the Bot was told to use the SOPs, it rewrote the drafts to follow them, and changes were made by messaging it. Then one sentence set the schedule: "Monitor Freshdesk every hour from 7:00 a.m. to 5:00 p.m. for new support tickets and draft responses for my approval." The Bot created the routine, which shows under the Bot's details.

Who it's for: Small businesses and solo founders who answer support tickets themselves.

Before you start

How to try it

  1. Create a support Bot and tell it which help desk and inbox it covers.
  2. Attach your SOP documents in the chat and tell it to use them for every draft.
  3. Ask it to draft replies to the current open tickets.
  4. Read the drafts. Ask for changes in chat rather than editing in the help desk.
  5. Send the scheduling prompt below with your own hours.
  6. Open the Bot's details and check the routine's schedule and time zone.

What to expect

Three ticket drafts that went from generic to following the shop's own policies once the SOPs were attached.

Common mistakes

Related tips

Worth knowingCarved from a segment of this video starting at 6:45. Paraphrased by us; watch the original for the full walkthrough.
Next in Workflows →tibot: one sorted digest of everything said about you on X

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