Getting Started
Onboard your first agent
Bring a new agent into production safely with clear role boundaries and training tasks.
Samdesk execution pattern
Use this checklist for consistent case execution:
- Define owner and expected outcome before taking action.
- Work in fixed sequence: triage -> action -> validation -> follow-up.
- Log key decisions briefly so handoffs and escalations stay clean.
Goal
A new agent can handle standard support cases independently within one shift.
Steps
- Add user in
Teamwith roleagent. - Practice core flow in demo/live conversations.
- Practice status updates, labels, and ticket conversion.
- Practice AI draft review with human quality checks.
Exit criteria
- Correct status transitions.
- Ticket created from conversation.
- Clear customer-facing closure update.
