Industry templates
Industry templates
Start fast with ready-made procedures, escalation rules, triage intents and a brand voice for your industry.
| Template | Includes |
|---|---|
| Ecommerce | Where is my order, returns and exchanges, damaged items; chargeback and large-refund rules |
| SaaS | Plan changes and cancellations, bug reports to Jira; account-closure and repeat-contact rules |
| Fintech | Failed payments, identity verification; strict rules for fraud, disputes, legal topics and any refund |
| Travel | Booking changes, delays and disruptions; compensation and frustrated-traveller rules |
| IT helpdesk (internal) | Password resets, access requests, hardware; switches to internal IT helpdesk mode |
- Procedures are installed switched off — review the steps, connect the tools they use, test them, then switch them on.
- Nothing you already have is changed: items with the same name are skipped, and the brand voice is only set if you haven’t customised it.
- You can install more than one template.
Tips & tricks
- Install, then edit the wording of each procedure to match your real policy (return window, refund limits).
- Run a regression test after enabling the procedures.