New Guidance templates to get started in minutes 📝
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Creating guidance from scratch can be time-consuming—especially if you're not sure where to start or how to structure it effectively.
We've added 8 new guidance templates covering the most common customer questions, pre-formatted using the "When, If, Then" framework that helps AI Agent understand exactly what to do.
What's included:
Templates for returns, order status, cancellations, and more
Clear structure for good performance and adherence
Ready to customize with your specific policies and links
How to use them: Go to Knowledge > Guidance > Create From Template to browse the library and start with a template that fits your needs.
Want to go deeper? Check out our Guidance Course to learn best practices for writing effective guidance and handling edge cases.
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