Back to workflows
One-Bot workflow

Rehearse a difficult customer conversation

A short practice conversation and feedback tied to an approved response policy.

Designed for: People preparing for a complaint or a difficult client call

Try a sample first

See what a useful result looks like

Illustrative example, not a recorded Bot run. This sample was written to explain the task; your Bot's answer needs checking.

Your first request

Fictional scenario: a delivery is late. Policy P1: staff may check status and escalate; only a manager may approve refunds. Practice answer A1: 'I understand the delay is frustrating. I'll check the status. I guarantee a full refund today.'

Example result

A1 acknowledges the concern and offers a permitted status check. The guaranteed refund exceeds P1 and should be removed. Try: 'I understand the delay is frustrating. I'll check the status and ask a manager to review your refund request.' Next, practise responding when the customer asks for a firm arrival date you do not have.

Check the answer
  • Tie feedback to P1 and A1.
  • Flag the unauthorized refund promise.
  • Do not contact a real customer or promise a result.

Choose where to try it

Already have an assistant? Copy the sample task into its chat. For a continuing role, review Call Coach's instructions and limits first.

These are setup guides, not automatic imports. Available tools and account access differ by app.

Inspired by a use shared by @FirstDeployAI , found through Bot Usecases, curated by KP. The sample above is Bot Cabinet's own fictional example.

Community report; this adaptation has not been runtime-tested.

Full workflow and setup details
Before you begin

Gather the information the Bot needs

  • Start with the fictional records below
  • For your own task, choose only the records you want the Bot to use
  • Remove private details you do not need for the task
Operating guide

Know when to run it and who leads

Lead Bot
Call Coach
Typical first run
15–30 minutes for a first manual run
When to run it
When a new request arrives and a person assigns it

Use this workflow when you need a short practice conversation and feedback tied to an approved response policy.

Access for the first run
  • The approved inputs listed on this page
  • Only the files, sources, and services required for this run
  • No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time

Give one Bot the complete job

Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.

1

Call Coach

Role-play a dissatisfied customer one turn at a time using the supplied scenario and policy. Afterwards, assess listening, factual accuracy and promises. Do not contact the customer or invent authority to offer compensation

Produces: A short practice conversation and feedback tied to an approved response policy.
Use the approved inputs I provide. Role-play a dissatisfied customer one turn at a time using the supplied scenario and policy. Afterwards, assess listening, factual accuracy and promises. Do not contact the customer or invent authority to offer compensation. Return this result: A short practice conversation and feedback tied to an approved response policy.. Ask me about missing information before you continue.

Overall request

Role-play a dissatisfied customer one turn at a time using the supplied scenario and policy. Afterwards, assess listening, factual accuracy and promises. Do not contact the customer or invent authority to offer compensation Use only the records I supply. Label missing or uncertain information. Do not connect accounts, browse, send, submit, publish, spend money or create a schedule. Return a draft for my review.

Use this as the complete first-run request.

Decisions for a person

  • Check the result against the supplied records
  • Approve any account connection, schedule or outside action separately
  • Review anything before it is sent, submitted, purchased or published
First test

Try the workflow with low-risk material

Tie feedback to P1 and A1. Flag the unauthorized refund promise. Do not contact a real customer or promise a result.

Check the result

Check the result against your original material. You make the decisions listed below. Tie feedback to P1 and A1. Flag the unauthorized refund promise. Do not contact a real customer or promise a result.

If the workflow stalls

If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.

Set it up in Hermes Desktop

Begin with one Bot and one manual run

  1. Open Call Coach's page. Copy its role instructions into a new Bot and review its limits. This specialist has no Hermes profile archive.
  2. Keep outside accounts and schedules disconnected for the first test.
  3. Run the complete sample task in its chat and check the answer against the supplied records.
  4. Approve any additional access or outside action separately.
Read the official Bot Mode guide