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Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

CRM

Ticket Summarisation

This Task automates the categorisation of incoming customer inquiries based on content and urgency. Designed for use by Customer Service Representatives and Support Team Managers, the system performs the following functions:

  • Classifies customer queries into predefined categories

  • Assesses inquiry urgency for prioritisation

  • Identifies key topics and concerns within each inquiry

  • Assigns relevant tags for efficient routing

  • Suggests appropriate departments or specialists for handling


The Task is applicable across various industries, including e-commerce, telecommunications, and financial services. It is designed to integrate with existing customer relationship management (CRM) systems and helpdesk platforms. The template can be adapted to address specific categorisation requirements within an organisation's customer support framework. This customisation allows for tailored efficiency improvements in query handling and escalation processes.

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Example outputs:

[
  {
    "main_category": "Billing",
    "subcategory": "Refund Request",
    "urgency_level": "Medium",
    "key_topics": [
      "Overcharge",
      "Bank statement discrepancy",
      "Refund process"
    ],
    "suggested_department": "Finance",
    "tags": [
      "billing_issue",
      "refund",
      "customer_account"
    ],
    "is_sensitive": false
  },
  {
    "main_category": "Technical Support",
    "subcategory": "Account Access",
    "urgency_level": "High",
    "key_topics": [
      "Login failure",
      "Password reset",
      "Two-factor authentication"
    ],
    "suggested_department": "IT Security",
    "tags": [
      "account_security",
      "login_issue",
      "urgent"
    ],
    "is_sensitive": true
  },
  {
    "main_category": "Product Information",
    "subcategory": "Feature Inquiry",
    "urgency_level": "Low",
    "key_topics": [
      "Product specifications",
      "Compatibility",
      "Upcoming features"
    ],
    "suggested_department": "Product Management",
    "tags": [
      "product_query",
      "feature_request",
      "customer_interest"
    ],
    "is_sensitive": false

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Query Triage and Escalation

Query Triage and Escalation