Onboard a new contact into the support system by checking for duplicates, creating their profile, and adding contextual notes. Use when the user wants to add a new customer, create a contact, register a lead, onboard someone into the CRM, or mentions a new person they want to track.
Get a complete customer profile by aggregating contact details, conversation history, notes, and relevant knowledge base articles into a single unified view. Use when the user wants to see everything about a customer, look up a contact's full history, or prepare for a customer call.
Handle urgent customer conversations end-to-end — identify critical issues, assign to the best available agent, log escalation notes, and optionally draft an immediate response. Use when the user says something is urgent, needs escalation, or wants to handle a critical ticket.
Triage and prioritize open support conversations by reviewing unassigned tickets, identifying urgent issues, and suggesting agent assignments based on workload. Use when the user asks to review their inbox, triage conversations, check what needs attention, handle unassigned tickets, balance workload, or see what is urgent.
Manage the AI knowledge base by listing sources, checking indexing status, adding new URLs, searching indexed content, and auditing for coverage gaps. Use when the user asks about their knowledge base, wants to add training data, search KB content, check what the AI knows, or audit documentation coverage.
Compare support metrics between two time periods side-by-side — see what improved, what declined, and calculate percentage deltas for conversations, resolution rates, response times, and AI automation. Use when the user wants to compare periods, see trends, or track progress over time.
Analyze team capacity and workload distribution — see who is overloaded, who has bandwidth, and rebalance conversation assignments across the team. Use when the user asks about team capacity, workload, agent availability, or wants to redistribute work.
Generate a comprehensive weekly support operations report combining dashboard KPIs, team performance rankings, channel breakdown, and conversation trends. Use when the user asks for a weekly report, performance summary, support metrics, how the team is doing, executive summary, or wants to see the numbers.