Put the guidance in one place.
Collect policies, process notes and worked examples in Brain. Keep the instructions your team needs available to the people who are allowed to use them.
Explore team knowledgeSOLUTIONS / OPERATIONS
Give recurring customer care processes a shared starting point: the steps to follow, the people responsible and the exceptions to discuss. Use that knowledge to prepare agent instructions your team can review together.
Private beta. Document the process, work on shared agent drafts and run isolated tests. Connected execution and automated approvals require separate scoping.
MAKE THE PROCESS EXPLICIT
A policy rarely explains every decision on its own. Bring the people who know the process together to spell out what happens, who decides and where the standard path stops.
Collect policies, process notes and worked examples in Brain. Keep the instructions your team needs available to the people who are allowed to use them.
Explore team knowledgeUse a shared project conversation to agree on responsibilities. Record who prepares the answer, who reviews an exception and who maintains the process.
Explore shared projectsInclude the missing information, policy edge cases and decisions that need human judgment in the instructions. Review those situations before planning connected execution.
Explore isolated testingDEFINE THE HANDOFF
Agree on what the next person needs to decide. For a damaged-item request, your team might start with a brief like this.
Document the agreed handoff in your guidance. Automated routing, order checks and replacement actions are scoped separately.
FROM PROCESS NOTES TO A REVIEWED DRAFT
Work with your Supra and colleagues to describe the standard path, information to verify and situations that need a human decision.
Keep the proposed instructions and saved versions in the shared project so colleagues can discuss a specific starting point.
Supply the scenario and necessary context in the test prompt. Review the answer against your process; the test cannot access tools or perform a customer action.
A PRACTICAL STARTING POINT
Bring together Brain knowledge, project conversations, saved agent drafts and isolated conversational tests. Model-assisted work needs a configured model connection.
Check current availabilityAgree on the channel, system access, permitted actions and approval requirements before any customer-facing rollout. Documented owners and instructions do not enforce permissions in an external system.
Check integration scopeChoose a recurring request, the guidance your team uses today and an exception that causes confusion. We’ll explore the responsibilities, a first agent draft and what a controlled pilot would need.
Explore your first workflow