Playbook PB07 · For support & CX

The deflection stack: docs + AI agent + widget, honestly measured

Build self-serve support that actually deflects (help center, AI agent, widget chat) and measure it with a methodology you can defend.

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Lessons chained
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Recorded
ListenDecideShipAnnounceMeasure

This playbook chains the lessons below into one working system in your own workspace. It publishes in full once every lesson in the chain is recorded; the live ones are ready now.

  1. 1Create your help center: collections, articles, custom domainHC04 · Help CenterComing soon
  2. 2Write knowledge base articles AI agents can answer fromHC01 · Help CenterComing soon
  3. 3Measure your AI support agent honestlySP03 · Support SuiteComing soon
  4. 4The deflection stack: help center + AI agent + widget chatSP06 · Support SuiteComing soon