All resources

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 instructions
Agent 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.