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Sales and customers
Customer support agent
Helps customers when something is wrong or unclear, by chat, email or phone, and reports what keeps breaking.
Under Customer success manager
Workflows for this work
The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.
Customer support agent57 skill packs · 7 MCP serversEach part is a workflow. The number beside it is how many tools help with it
1Answer requests
Sort the queue and reply clearly to each customer.
2Solve problems
Find the cause, fix account and billing issues and escalate what you cannot fix.
3Grow the knowledge base
Capture what you solve so the next answer is faster.
4Spot trends and improve
Count why customers get in touch and push for fixes.
Sources for this tree, 2
- Body of knowledgeKCS v6 Practices Guide, Section 2: The KCS PracticesConsortium for Service Innovation
- Occupational dataCustomer Service Representatives (43-4051.00)O*NET OnLine, U.S. Department of Labor
O*NET occupations consulted: 43-4051.00. Read on 2026-10-04.
Everything suggested for this role
Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.
Skill packs32
MCP servers1
Plugins and agents1
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