Support and retention
Customer Satisfaction Employee
Give every customer message a clear next step.
An open source AI Customer Satisfaction Employee for support triage, policy-based reply drafts, escalation and churn flags with evidence.
- 4 weekdays
- 2 weekly
- 2 monthly
Every plan, Free included, opens the repo and an install prompt built for the employees you pick.
What the Customer Satisfaction Employee does
Support work needs both speed and judgment. The Customer Satisfaction Employee reads the inbox or helpdesk, sorts messages by urgency, and drafts replies against your policies and the situation in front of it.
The desk brief shows what is ready and what needs a human decision. Satisfaction and churn reviews look for recurring friction and billing signals, so the same issue can become a useful deflection article or a change to the support playbook.
Best fit: Founders still handling support themselves, growing small teams, and providers maintaining a support desk under a client policy.
The work you can review
- An inbox and helpdesk queue ordered by urgency
- Reply drafts matched to your tone and policy
- Escalations with the issue and proposed remedy
- Satisfaction reviews and evidence-backed churn flags
How the work moves
An illustrative workflow for the reply desk routine.
- 01
Reading every new support message
Email, chat and DMs, sorted by urgency
- 02
Writing the replies
Your refund policy, your tone
- 03
Flagging what needs you
Refunds and upset customers named
- 04
Queuing the replies
Hardest first, ready to approve
Your control: Refunds, policy exceptions and sensitive escalations need the decision path you define. Billing reads do not authorize financial transactions, and reply drafts do not mean the customer has been contacted.
The 8 scheduled routines
The cadence is part of the role. Each routine owns a defined piece of work.
Desk standup
WeekdaysTurns your ticks into replied lines and closed cards, computes the clocks, re-renders the board, and writes the brief.
Inbox sweep
WeekdaysReads every support channel you named and captures each new or changed item as one dated, sourced, severity-graded ticket line.
Reply desk
WeekdaysDrafts today's replies hardest first into a dated queue file, and names the remedy where the honest answer is money.
Churn watch
WeekdaysReads the ticket ledger against your account, billing and usage surfaces, and flags the paying customers about to leave with the evidence attached.
Satisfaction report
WeeklyScores the week with a source beside every number and names **the one product change that would remove the most tickets**.
Deflection desk
WeeklyWrites the macro and the help draft for every theme that keeps coming back, and audits whether the last ones actually worked.
Taxonomy refresh
MonthlyRe-tests every theme and every severity rule against a month of real outcomes, and rewrites them where the evidence disagrees.
Desk intake
MonthlyFirst run researches the business, writes the strategy folder, seeds the cards, builds the dashboard, and registers the schedule.
Set up the first week
Provide the support policies, escalation contacts and tone examples. Review the hardest first batch, confirm how refunds and sensitive cases are handled, and define the reply channels you will release.
Choose the role in the Club install prompt builder, extract the kit to a local folder, and ask your agent to install it. The setup guide explains local and cloud harnesses. Your first week is supervision: inspect the output and correct the standard before widening permissions.
Accounts and connections
Connect only the services you use and the installed kit requires. These reference guides explain the available connectors; access and costs depend on your accounts.
Guides and tools for this role
Learn to operate and deliver AI Employees
Explore the Masterclass curriculum, including employee setup, routines, guardrails and delivery to clients. Lesson access follows your plan.
Working with a cloud agent
The Chrome Cookie Sync guide covers the signed-in browser workflow for Grok Bot and Muse, with setup steps and the practical limits.
Related software inside the Club
Separate products for adjacent work. They are optional additions, not prerequisites for this employee. Access and resale terms follow your plan.
ProviderOS
An all in one operating system for service providers: a lead generating website plus the dashboard that runs the business, with Twilio SMS and Resend email. Rebrand it and sell it on a monthly hosting fee.
Explore the productEmail Course Platform
A white label email course app: unlimited courses, time limited enrollment, lead capture at signup, drip sequencing and an upsell at the end, sending through Resend.
Explore the productRelevant sessions and replays
See the Club calendar for currently announced sessions and replays. Sessions related to this role will appear here when they are listed.
Browse the full calendarQuestions about the Customer Satisfaction Employee
Can it issue refunds?
The role flags refunds and policy exceptions for your defined decision path. Reading billing data does not give it authority to move money.
How does it choose a reply?
It reads the conversation, urgency and relevant policy before choosing the remedy and drafting in your support tone.
Is the Customer Satisfaction Employee open source?
Yes. This role is released under the MIT license. Every Club plan, Free included, opens the repository and the install prompt builder. Your AI agent subscription and any connected service costs are separate.