Five agent workflows every support team should steal

Support teams were among the first to put agents into daily work. These are the five workflows we see most often, and how to set each one up in under ten minutes.

1. Morning triage

Pull every new ticket, group by theme, and draft replies for the simple ones. A person reviews the drafts before anything is sent.

2. Refund checks

Look up the order, check the policy, and prepare the refund. Anything above your threshold goes to a human with a summary.