Answer from the order record
- Allowed action
- Read order status
- Order
- 1042
- Recorded status
- Packed, awaiting dispatch
The assistant uses an authorized record instead of inferring shipment from the wording of an earlier message.
A useful answer.
A controlled next action.
Prepare a WhatsApp assistant around trusted knowledge, authorized tools and a clear path to a person. Judge it by the task it completes.
Know what to answer.
Know when to hand over.
A scoped assistant can explain an order status and transfer a request outside its authority.
9:41▮▮▮
‹hHarborBusiness account
Today · 9:41
Hi Maya. I can check order 1042 or connect you with our team.
Has it shipped?
Order 1042 is packed and awaiting dispatch. It has not been dispatched yet.
Please change the delivery address.
I’ll bring in our team to verify the account and review the address change.
+Message
A person owns the next step
- Requested action
- Change address
- Authority
- Additional verification needed
- Handoff
- Goal + order + attempted steps
The assistant does not claim an address change happened. The receiving team continues with the required checks.
Define the task.
Bound the authority.
Answer customer questions, take permitted actions, and hand over when needed.
Choose the operating model.
Decide which supported runtime owns the customer-facing assistant. Developer MCP access operates Bird resources; connecting MCP alone does not create an assistant for your customers.
Prepare sources and permitted actions.
Give knowledge an owner and freshness policy. Establish customer identity before retrieving private details, and limit tools to the actions required for the task.
Evaluate the difficult cases.
Test missing knowledge, ambiguous requests, failed actions and human transfer. Carry verified context into the handoff and prevent automated and human responders from competing.
Scale without
losing control.
Organize teams in workspaces, control API access, and trace changes through audit logs.
HarborOrganizationWorkspacesProductionSandbox
Delivery agent
API key · Customer operations teamALAlex Lee AdminPermissions updated
Audit log
Production- Workspace
- Production
- Resource
- Delivery agent
- Read accessRead & write
Team Customer operationsActor role AdminOutcome SucceededTime 22 Sep, 09:42:18 UTC
Succeeded