This is the template where the agent talks straight to a customer, so the boundary of your playbook is doing real work. Claude Code reads what it was given thoroughly before replying, and here that means checking whether an answer is genuinely in the playbook rather than nearly in it. When it is not, the whole output becomes an acknowledgement, an internal note and a Slack line.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Adding a teammate to the workspace
OpenSiobhan O'Rourke <siobhan@rathmoredesign.ie>
Hey, how do I get my colleague into our workspace? I only see my own name under members and we are on the Studio plan.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Intercom
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Support playbook
The answers you are happy to give without a human checking - your common questions, how-to steps, plan limits, and known issues, in your own words. The agent replies only when the answer is in here.
Escalation rules
The conversations a person must own - refunds, billing, account access, security, cancellations, angry customers, named accounts, whatever you decide. The agent acknowledges these and hands them over instead of answering.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Partly covered is the dangerous case, because it invites the agent to close the gap itself. Careful reading of the playbook is what prevents that in a live chat.
The internal note has to say what the customer wants, what was checked and what is blocking. Summarising a whole thread that way suits a harness comfortable with long structured work.
The playbook is its only source and it is told to hand over rather than close a gap, but an instruction is not a hard wall, so start the playbook narrow and widen it after reading a week of transcripts. Refunds, billing, account access and angry customers escalate regardless of what the playbook says. It is also barred from promising a callback time, a discount or a fix date.
Free to start. Guided setup, a test run against staged conversations, and it's live.