Customer service
Prepare a return or warranty case for review.
Bring together facts, internal policies and missing evidence before a person decides the next step.
THE RESULT TO AIM FOR
A sourced case summary, outstanding questions and a response draft for approval.
What you need
Start with three fictional cases, a current policy and approved evidence. Minimize personal data. A connected Zendesk workflow requires checking feature access and permissions; the sources still describe early access. The assistant does not decide exceptions or customer rights.
Getting started
- Gather the request, proof of purchase and applicable policy version.
- Prepare a summary linking each fact to its source and flagging missing information.
- Have the responsible person check the case and approve the response before action.
What you can measure during a pilot
Answer accuracy, preparation time and corrections before sending.
The source · Local adaptation
Zendesk · Courtney Burry ↗The source describes the principle or workflow. This adaptation and its outcomes have not been independently tested.
Source reviewed Oct 16, 2026