Quick Actions Sample Library

Two sample service plans are provided that examine their associated quick actions and subagent instructions. These plans demonstrate how quick actions are included in a service plan when following the Guidelines for Creating Quick Actions. The samples also show both methods for combining quick actions with subagents, as described in Quick Actions with Subagents.

Keep in mind that there's no single method that guarantees your quick actions show in a service plan. We recommend trying out all our provided methods and guidelines. Also, quick actions might not show in plan steps right away. Try drafting a few plans first and then update your instructions if they don't show.

• Credit Card Issues Example
• Travel Documentation Example

Credit Card Issues Example

Step and quick action: Verify Customer Identity. This example uses the independent instructions approach.

Step and quick action: Initiate Billing Dispute. This example uses the independent instructions approach.

Step and quick action: Escalate. This example uses the independent instructions approach.

Step and quick action: Notify Customer of Refund. This example uses the dependent instructions approach.

Travel Documentation Example

Step and quick action: Send Submission Instructions. This example uses the dependent approach.

Step and quick action: Review Documentation. This example uses the independent approach.