How to prepare an AI agent to handle inquiries
Prepare the job, reference material and rules for an AI agent. Get ready-to-use instructions, a sample inquiry and checks for the result.
Open the guide →Chill&Automate
AI agents
Choose a job: replies, follow-ups, handover, material checks, report commentary or incident summaries. Each agent has its own instructions, worked example and four setup options.
How to prepare an AI agent for proposal follow-ups
Decide whether an agreed follow-up is due and prepare one factual message for the salesperson.
Open the guide →How to prepare an AI agent to check proposal acceptance
Compare the client reply with proposal versions, list ambiguities and draft a clarification. The agent does not determine legal validity or start the project.
Open the guide →How to prepare an AI agent for project handover
Assemble a delivery brief from confirmed sources and distinguish work that can start from work that must wait.
Open the guide →How to prepare an AI agent to check client materials
Compare required materials with their verified status and prepare one specific request for missing items.
Open the guide →How to prepare an AI agent for report commentary
Turn a human-verified report into commentary: what changed, what remains unknown and what to do next.
Open the guide →How to prepare an AI agent to draft payment reminders
Draft a factual reminder for a verified balance, or explain why the message must wait.
Open the guide →How to prepare an AI agent to summarize automation incidents
Build a timeline from checked records, distinguish known and unknown impact and prepare a handover to the maintainer.
Open the guide →Start with the job and rules. ChatGPT and Claude let you begin in a project without building a scenario; Make and n8n add queue processing. The limited ChatGPT test concerned inquiries only; the other new procedures were checked against documentation. Each guide states the exact scope.