Works with the AI tools you already use
Customer Service Playbook Planner
by Roy Yuen
Transform chaotic support into structured operations with playbooks, triage rules, and automated QA rubrics.
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See it in action
You say
Define a P0 escalation rule for legal threats and payment exposure, including required evidence and customer messaging.
Your agent does
P0 Escalation Rule: Trigger: Legal threat or Payment Exposure. Action: Immediate handoff to Finance/Legal. Required Evidence: Screenshot of transaction ID + Legal notice text. Customer Update: "We have received your report and escalated it to our security leads for priority review."
What you get
About this skill
Professional Operations Infrastructure
The Customer Service Playbook Planner is a specialized skill designed for developers, operations managers, and support leads who need to build high-performance service systems. It moves beyond generic AI advice to generate deterministic, production-ready operating standards for SaaS, ecommerce, and service businesses.
What it does
This skill architecturally designs your support organization's nervous system. It generates structured ticket taxonomies, SLA definitions, sentiment-aware response matrices, and escalation paths. It includes a bundled Python CLI for generating repeatable JSON/Markdown artifacts and performing automated QA scoring of support transcripts.
- Structured Triage: Maps issue categories to priorities (P0-P3), owners, and required evidence.
- Risk Management: Establishes clear boundaries for refunds, cancellations, and security incidents.
- Automated QA: Uses a standardized rubric to score agent responses for accuracy and policy compliance.
- Handoff Logic: Defines precise rules for when a chatbot should escalate to a human agent.
Why use this skill?
Most AI agents provide "friendly" advice that is unusable in a production environment. This skill enforces operating rules that protect your business from false promises, legal liability, and inconsistent service. It produces documentation that is ready to be imported into Zendesk, Intercom, or internal knowledge bases.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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