Build kit / Client experience
Client service desk
Collect service requests, assign them to the team, and use an agent to answer questions from approved sources.
Your app idea
Describe the
app you want.
Tell your agent what you want the app to do. You can work through the details together. This page does not save your changes.
Use a summary of the business. Keep credentials and sensitive client records out of prompts.
The maintained Swirls agent instructionsAgent prompt
Things to test
Check the
app works.
- Requests and knowledge respect client access boundaries.
- The agent escalates when it cannot safely resolve a request.
- The team can trace the actions taken on a request.