Post to social media, run Google Ads, manage Shopify, inventory and phone calls from your AI.
AI SKILLS · Sales & customer work
Design service agents & handoffs
Create support flows that use approved knowledge and hand over when they cannot help.
Why this skill matters
Service quality includes knowing when an automated answer is insufficient.
What to learn
- Define the agent’s scope
- Test knowledge-based answers
- Design escalation for unresolved requests
Before you begin
No technical prerequisites
PUT IT INTO PRACTICE
Build a work sample
Create a sample FAQ assistant and test ordinary questions, missing information, and a request requiring a human.
Evidence of progress
A tested conversation set with a working human handoff.
This exercise is an original ToolGrail suggestion. Use public, synthetic, or approved data.
LEARNING RESOURCE
Test an agent’s knowledge sources
Microsoft Learn · Resource checked 2026-11-04
Open learning resource ↗This may be documentation, a framework, or a training path. Product access, accounts, or paid licenses may be needed for hands-on exercises.
Tools you could practice with
Matched by related tasks. Use a tool you already have access to; these are examples, not course requirements.
Email inboxes for AI agents at ridianmail.com: read, draft, send, attachments. EU-hosted.
WhatsApp/Instagram inbox, CRM, campaigns and workflows for AI agents. no per-seat fees.
AI customer service: set up an AI support agent, search knowledge, look up orders, answer customers.
Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →
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