Connecting Bots to your tools safely
Every Bot on your account shares one computer, one browser and one set of logins. That single fact decides how you should connect anything.
Running Bots safely4 min read
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Every guide, prompt and fix in the library, newest first. Filter by topic or by type.
21 resources in Running Bots safely
Every Bot on your account shares one computer, one browser and one set of logins. That single fact decides how you should connect anything.
Running Bots safely4 min read
Build a signed-off macro register from live support conversations. For support leads and knowledge managers.
Running Bots safely7 min read
Create a consistent refund approval sheet from exception requests, for support operations managers and senior agents.
Running Bots safely6 min read
There is no fixed list of actions that pause for approval. Three separate mechanisms decide, and the one people misread is the rule that says "always allow".
Running Bots safely3 min read
Review cancellation tickets consistently and approve save offers with clear eligibility, risk and customer wording.
Running Bots safely4 min read
Build a review-ready chargeback evidence pack from order records and customer messages, for support teams preparing specialist cases.
Running Bots safely5 min read
Group recurring support tickets into product defect clusters and give product teams an evidence-backed triage brief.
Running Bots safely4 min read
Create a decision-ready customer escalation summary from risky tickets, notes and updates. For support managers briefing leadership.
Running Bots safely5 min read
Create clear support handover notes from long ticket histories. For agents and leads passing unresolved cases between shifts or teams.
Running Bots safely4 min read
Review proposed support replies against policy and tone guidance, with revised drafts and coaching notes for support leads.
Running Bots safely4 min read
Draft consistent customer replies from ticket history and policy, with a clear send, edit or escalate decision for queue agents.
Running Bots safely5 min read
Review sensitive complaint replies against the case record and policy, then produce a revised draft and approval points for support managers.
Running Bots safely6 min read
Create a reproducible product issue packet from a complex support case, for support specialists handing cases to engineering.
Running Bots safely6 min read
Rank missing help-centre articles from tagged support tickets, with evidence and outlines, for support content managers.
Running Bots safely7 min read
Build a customer self-service article from resolved support cases, with confirmed steps, expected results and product gaps for support content owners.
Running Bots safely5 min read
Create approved customer support reply macros from resolved tickets, with triggers, exclusions and owner sign-off for shared library teams.
Running Bots safely7 min read
Signing in for a Bot is a hand-back, not a chat message. Here is the sequence that makes a session stick, and why some sites will never stop asking.
Running Bots safely2 min read
Both directions of the same problem: the boundary between what a Bot decides and what you decide was never written down precisely enough.
Running Bots safely3 min read
There is a documented recovery order, and the steps are not interchangeable; one of them can lose recent work. Take them least-destructive first.
Running Bots safely2 min read
Four distinct causes look identical from the app, and two of them are not yours to fix. Work out which one you have before retrying.
Running Bots safely2 min read
Seven documented causes, one of which catches everyone: routines can be paused for you after a period away, and a paused routine fails silently.
Running Bots safely2 min read