Rep Process Helper
Builds quick step-by-step guides for common procedures, refunds, escalations.
- Common procedures clear
- Step-by-step with decisions
- Done right every time
“build a quick guide for processing a refund”
Returns the result with context and next steps.
“This VIP account just submitted a critical bug report affecting their production environment — escalate and draft their update”
VIP treated like a VIP, every time
“Summarise all open tickets for Acme Corp and give me a health score before my QBR call with them tomorrow”
Account briefing ready in 30 seconds
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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