Prompt flow design
Set the agent's role, tone and the order it works in: greet, identify the customer, understand the question, answer or hand over.
Platform · Agent studio
Agent studio is where you set up an agent: what it knows, what it may do, how it should sound and when it must stop and ask. You test it on real questions in a sandbox and release it only when your team is happy with the answers.
Agent: WhatsApp support
The problem
A D2C skincare brand gets hundreds of WhatsApp messages a day: where is my order, can I return an opened product, which serum suits oily skin. A generic chatbot tried last year made up a return window and promised refunds the brand does not offer. The support team switched it off and went back to answering every message by hand, including the same order status question forty times a day.
What it gives you
Set the agent's role, tone and the order it works in: greet, identify the customer, understand the question, answer or hand over.
Point the agent at the documents and data it may use, such as the returns policy, product catalogue and order system, and nothing else. Answers cite the source they came from.
Decide what starts the agent, such as a new WhatsApp message or an email to support, and which actions it may take, such as looking up an order or raising a ticket.
Check each answer before it is sent: no promises outside policy, no medical claims, required details present. Answers that fail go to a person.
See the agent's setup on one screen and run it against a bank of real past questions. Compare answers across versions before you release a change.
Control who can edit, test or publish an agent, keep a version history, and roll back to the last good version in one step.
How it works
Test console
Hi, my order AR-58213 still says shipped. When will it reach Pune?
Your order left the Bhiwandi warehouse on 6 Oct and the courier shows delivery by 9 Oct. I will share the tracking link here.
Also the face wash gave me a rash. Can I get a refund?
Output check: skin reaction mentioned. Handing over to support desk.
I am sorry to hear that. I have passed this to our support team with your order details, and a person will reply here shortly.
An example
The agent answers order status, delivery dates and returns questions using the brand's policy document and read only access to the order system. It may raise a return request but never approve a refund. Questions about skin conditions or reactions always go to a trained support person, with the chat so far attached. The support lead reviews a sample of transcripts every week and adds new questions to the test bank when the agent gets one wrong.
An illustrative example with sample data.
Questions
Limit what it may use to the sources you connect, ask it to cite them, and add output checks that block answers outside policy. Questions it cannot answer from those sources go to a person. Test banks built from real past questions show you where it still slips.
Your team. Agent studio shows test results version by version, but publishing is a permission you give to named people, usually the head of the team the agent serves.
Yes. The same agent can answer on WhatsApp, email, a web widget or inside an internal app, with channel specific settings such as message length or working hours.
Keep going
Platform
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A working session with someone who builds these every week.
Or get a ballpark proposal in two minutesWhat happens next