Workflow Agents

Support hand-offs, prepared and followed through

Kobal writes each hand-off from the evidence and delivers it to Slack, your tracker, your helpdesk or your CRM, following the rule you’ve set for that kind of action. Every attempt is recorded, including the ones that fail.

Hand-offsRefunds after Friday’s releaseIn progress (1)Records
Investigation · Ready

Refunds after Friday’s release

Pro customers renewing since Friday’s billing release report being charged twice and locked out of their workspace.

44 tickets · 9 accounts · since Friday 19:40

#8421Charged twice after renewal
#8398Can’t access what I paid for
#8364Paid, workspace still locked

Requested actionHand off to the billing team

Hand-off · EditableDrafting
Drafted from the investigation · waiting for your review

It writes. Your rules decide.

Kobal drafts whenever an alert or investigation calls for a next step, because a draft changes nothing.

What happens next is up to the rule you’ve set for that kind of action, never up to Kobal.

  1. Tag 44 tickets “billing-release”Helpdesk
    Runs on its own
    Done · 09:02
  2. Hand-off to the billing teamSlack · #billing-eng
    Waits for your yes
    Waiting for Arthur
  3. Flag Acme Corp at riskCRM
    Waits for your yes
    Waiting for Arthur
  4. Reply to Acme Corp on #8421Helpdesk
    Draft only
    Stays a draft for your team
Action historyRefunds after Friday’s releaseMonday
  1. 09:02Tagged 44 ticketsRan on its own · Undo availableDone
  2. 09:20Posted the hand-off to #billing-engApproved by ArthurDone
  3. 09:21Flagged Acme Corp at risk in CRMApproved by ArthurSending
    From
    Investigation · Refunds after Friday’s release
    Rule
    CRM risk flag · waits for your yes · version 2
    Approved by
    Arthur · 09:21
    Tried to write
    Acme Corp · Account risk: High
    Came back
    “Permission denied. Kobal can’t edit Account risk.”
    Undo
    Nothing was written
    Now
    In Needs attention
  4. 09:21Check bookedThe refunds check runs again next MondayBooked

Nothing fails quietly

Kobal checks it’s allowed to write before it tries, and logs every attempt with the rule behind it, who said yes and what came back. When a tool refuses, you see the failure instead of a hand-off that never arrived.

See every run in Command Center

Sent isn’t solved. When a hand-off is meant to fix something, Kobal books the check that spotted the problem to run again. So you find out whether the tickets dropped, not just that the message went out.

How Kobal measures the result

Same rules, whatever the tool

Every hand-off leaves Kobal the same way: it checks it’s allowed to write there, follows your rule and records the attempt. Swap Slack for a tracker, or have no tracker at all, and nothing else about it changes.

  • Your tracker is connectedA work item, with the evidence and a link back.
  • You don’t use a trackerThe same hand-off, in Slack or email.
  • Kobal can’t edit your help centreA task for the article’s owner, evidence attached.
Your tracker
# billing-eng
K
Kobal App 09:20Pro renewals charged twice since Friday’s billing release
Tickets
44
Accounts
9
Started
Friday 19:40
From
Investigation
“We were charged twice for the renewal, and the workspace still says our plan expired.”
Review evidenceAsk Kobal
BILL-212Triage
Pro renewals charged twice since Friday’s billing release

Pro customers renewing since Friday’s billing release are charged twice and locked out of their workspace.

Team
Billing
Severity
High
Started
Friday 19:40
44 tickets9 accountsInvestigation ↗
  • Allowed to write
  • Rule: waits for your yes
  • Approved by Arthur
  • Recorded in the action history

Built to be checked

Kobal does the writing and the routing. The decisions stay with you.

  • It will: Draft a reply for your team to send.

    It won’t: Send anything to a customer.

  • It will: Tell you when a kind of action could run on its own.

    It won’t: Switch that on by itself.

  • It will: Write only where you’ve given it permission, and mark its helpdesk changes as Kobal’s.

    It won’t: Work around a tool that says no.

  • It will: Hold the extras and tell you when a limit is reached.

    It won’t: Open forty work items overnight because one run went wrong.

  • It will: Put an undo on the record wherever the tool offers one.

    It won’t: Promise an undo where the tool can’t give one.

Questions, answered

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