AssistantLabs Business Agent

View saved version →

---
name: customer-replies
description: Use when the owner wants to read what a customer said and answer them through AssistantLabs.
---

# Replying to a customer

1. Read the conversation with `get_conversation` first, so the reply answers what was said. It shows the most recent 200 messages, and `partial` says when there were more. In its messages, `customer` is the person who wrote to the business.
2. Draft the reply and show it to the owner in their language.
3. Send it with `send_message_to_customer` only after the owner approves that exact text.
4. Tell the owner what the result says. `sent` means the channel accepted it for delivery, though on WhatsApp it can still fail to arrive afterwards. `failed` means it did not go out, and `recorded` means it is saved on the conversation but nothing confirms the channel took it.

Sending pauses the AI agent on that conversation, so tell the owner a person now handles what comes next.

To reply to someone found by name, `get_contact` gives the `threadIds` of their conversations.

On WhatsApp, a plain message only delivers within 24 hours of the customer's last message. After that, use `list_whatsapp_templates` to find an approved template and `send_whatsapp_template` to send it, with a value for every placeholder the template lists. A template marked `fromAppOnly` has header or button variables and goes out from the AssistantLabs app. A template reaches the customer at once and can't be taken back, so confirm with the owner before sending.

If a send fails, check the conversation before trying again, because a timed-out send may still have gone out.

Phone numbers and emails in common formats are automatically hidden in conversations, and a search can't find them. `get_contact` takes a `threadId`, which is how to reach a customer with no name. Set `includePhoneAndEmail` or `includeNotes` only when the owner asks for that detail. Card numbers, ID numbers and passwords stay hidden either way.

View saved version →

---
name: daily-brief
description: Use when the owner asks for a summary of today in their AssistantLabs workspace, such as who is waiting for a reply and what is booked.
---

# Daily brief

Give the owner a short picture of today. This only reports: it sends nothing, changes nothing and does not offer to act on its own.

1. `list_conversations` for the last few days. `waiting` means the last message came from the customer and has not been answered. The list holds no message text, so use `get_conversation` for what someone said.
2. `list_appointments` with today's date as both `from` and `to`.
3. `list_helpdesk_tickets` for what is open. `waiting` means the same here.
4. `list_tasks` with `scheduled` set to `today`, and again set to `overdue`.

Report it in plain words, most urgent first. Lead with who is waiting and how long. Leave out anything that is empty.

If a tool says this isn't available for this workspace, or that it needs a permission that wasn't ticked when AssistantLabs was connected, say so in one line and carry on with the rest.

View saved version →

---
name: teaching-the-agent
description: Use when the owner wants to change what their AssistantLabs customer-service agent says or knows.
---

# Teaching the agent

The agent answers real customers, so a change here reaches them on their next message. Show the owner what will change before saving.

For a temporary note, or anything the owner tells the agent in their own words, such as "this week we're closed on Friday" or "from now on, deliveries take 3 business days":

1. Add it with `set_extra_instructions`, passing the new line as `add`. It goes after what is there, so nothing needs reading first.
2. Only to rewrite or remove part of the instructions, read them with `get_extra_instructions` and `includePhoneAndEmail` set, change that part, and save the whole text as `instructions`, which replaces what was there.

Phone numbers and email addresses in what the agent knows are hidden when it is read, unless `includePhoneAndEmail` is set. Set it only when the owner asks for one, or before saving an edited copy back. A card number, ID number or password always shows as a placeholder such as `[card number hidden]`, and text holding one is refused. If that happens, tell the owner, and leave that part out or have them type the real detail.

For lasting knowledge, use the tool for that kind of content: `save_agent_faq` for a question and answer, `save_agent_link` for a link, `save_agent_catalog_item` for a product, and `save_agent_guideline` when the owner asks to add to or change the agent's list of rules. List what exists first so nothing gets added twice.

For how the agent sounds, read it with `get_agent_persona` and change it with `set_agent_persona`. For the language it answers in, read it with `get_agent_language` and change it with `set_agent_language`.

After saving, read it back with the same tool you read it with, such as `get_agent_persona` or `get_extra_instructions`, and tell the owner what is now true.