A support assistant that knows your orders
You want: customers ask about their orders in your app, and an assistant answers, and can start a refund once a person approves.- Models. Add a chat model named
chat. - Knowledge. Create a knowledge base
helpand add your shipping and returns articles. - A flow. Build a
request-refundflow that creates a refund request and notifies your team. - The agent. Create
support:- Instructions: You help customers with their orders. Answer from the help articles. Be brief. If asked for a refund, use the refund flow and say a person will confirm it.
- Tools: the
orderstable with Find and Open; therequest-refundflow ticked This flow changes things; thehelpknowledge base. - Who may run it: signed-in users.
- Limits: most cost
$0.25.
- Your app.
Answers from your own documents
You want: a “Ask the docs” box that answers from your help centre and shows where the answer came from.- Add an embedding model
embedand a chat modelchat. - Create a knowledge base
docsand add your pages (web page or Notion). - Search and answer:
docs knowledge base to an agent and let it do both steps.
Search your products by meaning
You want: “something to drink tea from” finds the mug. Add a Vector field toproducts that fills itself in from title and description, then call similar. See Vector search.
Classify or summarise every new record
You want: every support ticket gets a category and a one-line summary when it arrives. Build a flow triggered by the ticket being created, add an Ask a model block with the JSON option on, and save the result back to the ticket. See AI in flows.A research helper that writes to Notion
You want: an assistant that searches the web and files a summary in Notion.- Connect Notion and Tavily under AI → Connections.
- Create an agent with Search the web (Tavily) and Notion (create pages).
- Keep Wait for a person after reading anything from outside on. The agent reads the web, then asks before it writes anything. You approve, and the page appears.
An assistant you review before it acts
You want: an agent that proposes changes to orders, and a manager approves them. Set the table’s Change tool to Always ask first, and choose an approval rule for your managers. Start a flow onagent.run.waiting that notifies them. They approve in your app with decide. See Approvals and limits.