Define a good request.
Describe what the team needs to know, which request types it handles, and when the agent should escalate to a person.
← All use cases
Customer request intake
A useful handoff starts early.
Help an intake agent understand a request, collect missing details, and prepare a ticket for the right team.
Start the conversation
“Help our team turn incoming customer requests into complete, well-routed tickets.”An illustrative request to Cortex Agent
Connect the authorized context.
Configure a real CRM or ticket-system connection. Expose only the read and write tools that the agent’s role requires.
Prepare, then route.
Have the agent gather details and prepare a structured ticket. Test routing and approval rules before enabling real actions.
What connects
Context with a purpose.
- CRM or ticket-system connection
- Intake and escalation skills
- Scoped ticket tools
Before you put it to work
Ask the useful questions.
- Does the agent ask for missing information?
- Are personal details limited to the appropriate team?
- Is escalation clear when a request falls outside its role?
Start with your work
What would you build first?
Bring one process. Let’s explore what it could become.