Before you start
Install Customer Support from Anthropic's knowledge-work-plugins marketplace: claude plugin marketplace add anthropics/knowledge-work-plugins, then claude plugin install customer-support@knowledge-work-plugins. It is built mainly for Cowork and also works in Claude Code. With no connectors, it asks you for the customer context; with Intercom, HubSpot, Slack, Guru, Notion or Atlassian connected, it reads from them using your own sign-ins.
Triage the ticket
Triage gives a category, a P1 to P4 priority, where to route it and a check for duplicates and known issues.
Say to ClaudeTriage this ticket: [customer name] on the [plan] plan says [what they see], since [when]. They have tried [what they tried].
Research what you already know
Research checks your connected sources, or the context you paste, and says where each answer came from and how confident it is.
Say to Claude