Jake

First support outcome

Pick one customer question and prove the full loop end to end

First support outcome

TL;DR: Pick one common question. Add a source. Test in Playground. Check it in Inbox. Expand from there.

Don't model your entire operation on day one. Prove one loop.

1. Pick a question and add a source

Open Settings → Jake → Sources. Add a website or upload a document (PDF, DOCX, Markdown, HTML, JSON, XML, or text). Wait until it shows ready.

2. Test as a customer

Open Playground from the account menu. Ask the question in the customer's words:

When will the money from my refund show up?

Test three cases:

  1. Normal request → should succeed
  2. Ambiguous request → should clarify
  3. Unsafe request → should stop or hand off

3. Check the inbox

Open Inbox → All. The thread should have the customer message, Jake's response, and the context a teammate needs.

Ready to expand when

  • Normal case gets a grounded response
  • Unsafe case hands off cleanly
  • Settings → Jake → Activity shows the live version

Next: Design Jake's behavior →

Create your workspace

Sign up, confirm your company, connect an AI teammate, and test a response

Jake settings

Shape how Jake answers, what it knows, what it can do, and when it asks for help

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First support outcome1. Pick a question and add a source2. Test as a customer3. Check the inboxReady to expand when