← Quickchat AICONTENT HISTORY

Update to Quickchat AI

Snapshot Sep 30, 2026 · 22:49 UTC · version 2.0.2

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{
  "name": "conversation-triage",
  "description": "Find and prioritize the customer conversations a teammate should follow up on: ones that are still unresolved and ones the AI escalated for the team to review. Read a sample, summarize what happened, note any that got a negative rating, and suggest a next step for each. Use when the user asks what needs a reply, which chats to review, what to follow up on, or to sort the support inbox. Do NOT use for aggregate stats (use performance-review) or to change the Agent (use improve-agent).",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 201
    }
  ],
  "skill_md_contents": "---\nname: conversation-triage\ndescription: >-\n  Find and prioritize the customer conversations a teammate should follow up on:\n  ones that are still unresolved and ones the AI escalated for the team to\n  review. Read a sample, summarize what happened, note any that got a negative\n  rating, and suggest a next step for each. Use when the user asks what\n  needs a reply, which chats to review, what to follow up on, or to sort the\n  support inbox. Do NOT use for aggregate stats (use performance-review) or to\n  change the Agent (use improve-agent).\nmetadata:\n  author: quickchat-ai\n  version: \"1.0\"\n---\n\n# Conversation triage\n\nSurface the customer conversations a teammate should follow up on, and make each\none actionable.\n\n## Before you start\n- Call `list_scenarios` to resolve the Agent. One Agent -> use it; else ask.\n- Default window: the last 7 days.\n\n## Steps\n1. Use `get_insights` with insight_type=\"flagged\" for the conversations the AI\n   escalated for the team to review. It defaults to the most recent matches\n   across ALL time, so pass `start_date`/`end_date` to constrain it to the\n   window rather than filtering all-time results yourself, and page with\n   `next_cursor` if needed.\n2. Use `list_conversations` with `resolution_status=\"open\"` plus\n   `start_date`/`end_date` for the window to find open conversations.\n3. Open `get_conversation_detail` on the most important few to read the\n   transcript, see what happened, and note any negative rating the customer left.\n4. Where a reply looks wrong or an action seems to have failed, call\n   `get_message_diagnostics` on that conversation: it shows the tools the AI\n   actually executed (with errors) and the Why AI Said That analysis when one\n   exists (`analysis_status=not_generated` means it has not run yet).\n5. Cross-reference: a conversation that is both escalated and unresolved is the\n   top priority.\n6. For each item the user approves, act on it with `update_conversation`:\n   `assign_to` to route it to a teammate (or to 'me'), or `status='resolved'` to\n   close it out (add `assign_to='me'` if it is not yours, `confirm=true` to resolve).\n\n## Guardrails\n- Assigning and resolving are real writes on the customer's Inbox, and resolving\n  ends the conversation and can ask the visitor for a final rating. Ask before\n  each one and never batch them without approval. Both need SUPPORT access or\n  above; if you do not have `update_conversation` on this connection, recommend\n  the next step and tell the user to take it in the Quickchat Inbox instead.\n\n## Output\nA prioritized list, most important first. For each: the customer's request in one\nline, why it is on the list (unresolved or escalated for review), any negative\nrating it received, and a suggested next step. End with the single top item to\nhandle first.\n"
}

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