Sign in Create free account

Bot recipe · Support

Hand-off summarizer.

Leaves a private note for the agent who takes a conversation over: what the customer wants, what was tried, what's left.

Create free account

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Chatwoot Chat with Work
Chatwoot conversations Shared with a project Changes as you allow

It starts

  • Chatwoot conversations

It works with

Its changes

Notes run.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

Read the whole conversation. Write a private note: request, account facts, steps tried, open question, mood. Five lines.
Conversations
One per Chatwoot conversation.
Credits
About 2 to 6 credits a run, at the model's own rate.
Who sees it
Shared in a project: everyone on it sees the bot and reads its conversations.

Support

More recipes like it.

  • Chatwoot front desk

    Answers customers in your Chatwoot inbox from your help center, and hands off what it can't answer.

    Chatwoot conversations Bugsink Chatwoot

  • Refund request drafter

    Checks a refund request against the payment and your policy, and drafts the answer and the refund for a person to approve.

    Chatwoot conversations Chatwoot Chargebee

  • FAQ gap finder

    Finds the questions customers asked last week that the help center doesn't answer, and drafts the missing articles.

    On a schedule Chatwoot Notion Google Drive

  • Shared mailbox front desk

    Drafts answers to mail arriving in a support folder in Outlook.

    Mail in Outlook Outlook

  • Unhappy customer watch

    Flags conversations that ended badly so a lead can follow up the same day.

    On a schedule Slack Chatwoot

  • Help center updater

    After each release, finds help center articles the release made wrong and drafts the fixes.

    GitHub repository events GitHub Chatwoot

  • Discord community helper

    Answers members' questions in a Discord server's help channels from your docs.

    A Discord channel Discord

  • Slack channel assistant

    Answers questions in #help or #ask-ops from what the organization connects for it.

    A Slack channel Bugsink Slack Odoo Notion Google Drive

  • Account health digest

    Gives each account manager a weekly view of their customers' support load and open issues.

    On a schedule Chatwoot HubSpot

Start from this recipe.

Sign up, open Bots, and pick Hand-off summarizer. Every part of it stays yours to change.

Create free account All recipes

Free: 30 answers a day, plus 300 trial credits for every other model. No card.