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AI Customer Support Implementation Checklist (2026): 76 Items Before You Go Live
A copyable 76-item checklist in 11 phases, with an owner and a 'done when' for every item, plus extra items for Zendesk, Gorgias, Intercom, Freshdesk, HubSpot and Front.
How to Choose a Zendesk Implementation Partner (2026): A 6-Step Process, Scorecard and SOW Checklist
A 6-step buying process for a Zendesk partner: scope, shortlist, proposals, a weighted scorecard, reference checks and an SOW checklist, with dated public day rates.
AI Customer Support Implementation: The Complete Guide (2026)
The 4 ways to implement AI customer support, the 6 phases, a week-by-week timeline, who does each job, and published costs by route and help desk.
How to Automate Refunds in Gorgias (2026): Macros, AI Agent and Third-Party Agents, Tested
How to automate refunds in Gorgias: the Shopify sidebar, refund macros, Rules, AI Agent Actions and AI agents that refund, with prices checked Oct 8, 2026.
How to Automate Ticket Routing in HubSpot (2026): Routing Rules, Workflows, Breeze and AI Agents
Every way to auto-assign and categorize HubSpot tickets: help desk routing rules, skill-based routing, workflows, Breeze and AI agents, with plan gates checked Oct 8, 2026.
How to Automate Refunds in Intercom (2026): Fin Procedures vs AI Agents, Tested
How to automate refunds in Intercom: the Shopify sidebar, Fin Procedures with data connectors, Workflows and AI agents, with prices checked Oct 8, 2026.
How to Automate Shopify Order Cancellations in Zendesk (2026): Native Options vs AI Agents, Tested Live
Cancel Shopify orders from Zendesk: the sidebar app, auto assist, action flows and AI agents, with prices checked Oct 8, 2026 and a live test.
How to Automate Stripe Billing Tickets in Zendesk (2026): Marketplace Apps, Action Flows and AI Agents
Every way to connect Stripe to Zendesk: 4 Marketplace apps, the action flows connector and AI agents, with prices checked Oct 8, 2026 and a live test.
How to Automate Refunds in Zendesk (2026): Native Options vs AI Agents, Tested Live
How to automate refunds in Zendesk: auto assist, action flows, the Shopify sidebar and AI agents that refund, with prices checked Oct 8, 2026 and a live test.
How Do Intercom Webhooks Work? Setup, Topics, Signatures and Retries (2026)
How to set up an Intercom webhook in Developer Hub, which topics to subscribe to, how to verify X-Hub-Signature, and the retry rules that suspend a subscription.
How Does the Intercom API Work in 2026? Auth, Rate Limits, Pagination and the 8 Calls Support Teams Use
How the Intercom REST API actually behaves: access tokens vs OAuth, the 2.16 version header, real rate limits, cursor pagination and the 8 endpoints support teams use.
How Do Intercom Conversations Map to Freshdesk Tickets? Intercom to Freshdesk Migration Guide (2026)
How Intercom conversations, contacts and articles map onto Freshdesk tickets, contacts and solutions. Export routes, status values, and what breaks.
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