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Support

Support answers every Conversation from the record in one Thread and fixes causes, not symptoms.

Outcome

PartThis Process
OutcomeEach Conversation is answered from the record, and each cause is fixed or filed as an Issue.
ReadsConversation
LeavesMessage, Issue
On timeWithin 1 hour (business hours); the clock stops while an Action waits on awaitingInput. Late Actions go to the Founder.
Runs inEach Startup

Accountable

Customer Lead, Customer Team.

Responsible: Customer Lead.

Consulted: Billing Specialist, Privacy Officer, Reliability Engineer.

Informed: Product Lead.

Workflows

WorkflowRunsTeam
Answer a messageon Conversation.createdCustomer Team

Who does each step

Support: who does each step5 steps in 1 Workflow, across 1 Role: Customer Lead. The table below lists every step.Customer LeadSusanWorkflowAnswer a message1Read the Customer’s Thread and records.2 · Conversation.answerAnswer from the record within thefirst-response target.3 · Issue.createFix the cause, or open an Issue for theProduct Team.4 · Message.createAsk at most one question when theMessage carries a signal.5 · Conversation.assignHand refunds to the Billing Specialist andprivacy requests to the Privacy Officer.Support: who does each step5 steps in 1 Workflow, across 1 Role: Customer Lead. The table below lists every step.WorkflowAnswer a messageCustomer Lead1Read the Customer’s Thread and records.Customer Lead2 · Conversation.answerAnswer from the record within the first-responsetarget.Customer Lead3 · Issue.createFix the cause, or open an Issue for the ProductTeam.Customer Lead4 · Message.createAsk at most one question when the Messagecarries a signal.Customer Lead5 · Conversation.assignHand refunds to the Billing Specialist and privacyrequests to the Privacy Officer.
Each box is a step, numbered within its Workflow, with the Verb it calls, under the Role it runs as. The table below adds approvals.
WorkflowStepRoleCallsApproval
Answer a message1. Read the Customer’s Thread and records.Customer Lead
Answer a message2. Answer from the record within the first-response target.Customer LeadConversation.answerWithin a Mandate
Answer a message3. Fix the cause, or open an Issue for the Product Team.Customer LeadIssue.createNone
Answer a message4. Ask at most one question when the Message carries a signal.Customer LeadMessage.createWithin a Mandate
Answer a message5. Hand refunds to the Billing Specialist and privacy requests to the Privacy Officer.Customer LeadConversation.assignNone

Events

DirectionWhenWhat happens
InOn Conversation.createdStarts Answer a message
InOn Conversation.createdWakes this Process, the first time only. The first Customer writes in.
OutConversation.answeredRaised by step 2 of Answer a message
OutIssue.createdRaised by step 3 of Answer a message
OutMessage.createdRaised by step 4 of Answer a message
OutConversation.assignedRaised by step 5 of Answer a message

Plays

No Play names this Process.

Controls

No Control names this Process or a Workflow of it.

Settings

SettingTypeDefaultSaySet with
support.firstResponsestring1hAnswer every message within an hourSetting.update
support.agentAnswersbooleantrueLet the agent answer without my reviewSetting.update

Failure

A failed step retries; when retries run out, the Action goes to the Founder.

StepOn failure
Answer a message 2. Answer from the record within the first-response target.Times out after 1 hour. Goes to the Founder.
Answer a message 5. Hand refunds to the Billing Specialist and privacy requests to the Privacy Officer.refund: The Customer asks for money back, which only the Billing Specialist may send. privacy: The Customer asks for their records, which starts the legal clock.

Loop

StepValue
HypothesisAnswers drafted from the Customer’s own record resolve in one reply and keep more Customers to month three.
MeasureMonth-3 retention over 90d, at least 100 observations
LearnThe learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant.

Code

Text
Turn on support

Enable

On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.

Text
Answer every message within an hour

Example

A recruiting agency writes that its import stalls at 10,000 rows. The support Agent answers from the import log in the same Thread and raises the batch size for its Tenant. It also opens an Issue for the slow parser, the cause.