Build a Macro Library
Estimated time: 30-45 minutes
This workflow turns a sample of recurring support tickets into a macro library: reply templates with personalization slots, organized under a category index. It is interactive: the user reviews and refines the macros, then reviews and refines the index before shipping the library.
Steps
Step 1: Kick Off and Capture the Ticket Sample (uses: support-faq)
Ask the user to paste a sample of recent tickets (10-30 if available) or to describe the recurring categories they see. Capture the sample verbatim. Do not proceed until you have either a concrete ticket sample or a clear description of the recurring categories.
- Input: user-pasted ticket sample or category descriptions
- Output: ticket sample
- Key focus: get enough volume or category detail to spot real patterns
Step 2: Infer Recurring Patterns (uses: support-faq)
Using the support-faq skill, identify the recurring patterns in the ticket sample. State the patterns you found and the reasoning. Invite the user to add patterns you missed from their real ticket history. Capture the resulting patterns.
- Input: ticket sample from Step 1
- Output: recurring patterns
- Key focus: name each pattern clearly and let the user add ones you missed
Step 3: Build the Macros (uses: support-reply)
Using the support-reply skill in macro-templates mode with the patterns, produce a set of reply macros, one per pattern, each with explicit personalization slots the agent fills at send time. Show the full set of macros to the user.
- Input: patterns from Step 2
- Output: macros (templates with personalization slots)
- Key focus: every macro needs clear personalization slots, not hardcoded specifics
Step 4: Review the Macros (uses: support-reply)
Present the macros and ask the user whether to refine them or proceed to the category index. If the user wants changes, gather specific refinement feedback and re-run Step 3 with that feedback plus the prior macros and the patterns, looping up to 3 times until the user is satisfied. When satisfied, advance.
- Input: macros from Step 3, user decision and refinement feedback
- Output: approved macros
- Key focus: loop on the macros only until the user approves (max 3 iterations)
Step 5: Build the Category Index (uses: support-faq)
Using the support-faq skill in category-index mode with the approved macros and the patterns, build a category index that lets an agent look up the right macro by category. Show the full index to the user.
- Input: approved macros from Step 4, patterns from Step 2
- Output: category index (macro lookup)
- Key focus: every macro is reachable from the index by an obvious category
Step 6: Final Review and Ship the Library (uses: support-faq)
Present the category index and ask the user whether to ship the library or refine the index. If they want changes, gather feedback and re-run Step 5 with that feedback plus the approved macros, looping up to 2 times. When approved, assemble the macro library with these sections: Patterns, Macros, Category Index.
- Input: category index from Step 5, approved macros from Step 4, user decision
- Output: macro library (assembled)
- Key focus: assemble the three-section library only after the user ships