Playbooks

Operational playbook collection for agent products — customer success, onboarding, expansion, churn save, internal support. Each piece is a standard operating procedure for a specific role under specific trigger conditions.

30-day milestones from contract signing to first successful task — chronological trigger conditions, intervention actions, measurement metrics.

External communication templates for agent system-level failures — inference errors, token exhaustion, upstream model unavailability, severe output errors.

Trigger conditions, process, and operational actions for expanding activated customers across seats, workflows, and capacity.

Agent product churn signal identification (surfaces 2-3 weeks earlier than SaaS) and intervention process; task completion rate decline is the core early indicator.

Agent product ticket categorization and handling procedures — "agent output error", "task stuck", "bill spike" and other ticket types SaaS lacks.