A copilot for agents, not an unsupervised chatbot
1-day intensive (recommended) or 2-day with a workflow-build sprint. On-site or hybrid, in English, Spanish, or Portuguese.
A half-day sprint building your organized knowledge base and connecting Claude to your helpdesk (Zendesk, Intercom, Freshdesk, or equivalent) via MCP, plus a QA-routine workshop for team leads.
Use Claude to draft first-pass ticket responses agents review and send — not an unsupervised chatbot
Triage and categorize incoming tickets automatically before an agent touches them
Turn your best agents' historical resolutions into a structured knowledge base Claude retrieves from
Summarize long ticket threads and escalations into a clean handoff note
Build a QA routine that spot-checks AI-assisted responses for tone and accuracy
Know the hard limits: no live ticket-system access without setup, no payment data, human review on anything sensitive
Every block ends hands-on, against your own tools and real work. The closing capstone is a cross-functional build-and-present exercise — a genuine team-building session, not an icebreaker.
Every block ends with participants doing the workflow on their own real work, not a canned demo file.
Before the session, we scope your CRM, DMS/CLM, HRIS, CMS, ERP, or web/deploy stack and build every exercise around them.
Delivered by someone who has configured Claude for a live business, not a certified-trainer script.
Every participant leaves with one real workflow submitted, not a completion certificate for watching a video.
A 30-minute call to confirm the target team, tool stack, and format. Tailored syllabus and quote within 3 business days.