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AI SKILLS · Sales & customer work

Design service agents & handoffs

Create support flows that use approved knowledge and hand over when they cannot help.

Applied

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.

Tool + MCPPricing not verified
AcriumMarketing & SEO

Post to social media, run Google Ads, manage Shopify, inventory and phone calls from your AI.

Marketers growing an audience.
Details ↗
Tool + MCPPricing not verified
Agent Mailbox by RidianWorkflow automation

Email inboxes for AI agents at ridianmail.com: read, draft, send, attachments. EU-hosted.

Teams automating routine work.
Details ↗
Tool + MCPPricing not verified
agents2.meCustomer support

WhatsApp/Instagram inbox, CRM, campaigns and workflows for AI agents. no per-seat fees.

Support teams answering customers.
Details ↗
Tool + MCPPricing not verified
AideCustomer support

AI customer service: set up an AI support agent, search knowledge, look up orders, answer customers.

Support teams answering customers.
Details ↗

Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →