Sound familiar?
- The inbox is full again by lunchtime.
- You answer the same five questions every day.
- Refunds and invoices eat your evenings.
- The FAQ is out of date, so the same questions keep coming.
An example day
What Leo handles
- Reply to customer emails
- Update the FAQ
- Sort a refund, after your yes
- Send the invoice
- Keep a list of what needs you
Set it up in four steps
1. Hire Leo
On First Day, tell Rita what customers usually ask, how you handle refunds and how you send invoices. Maya proposes a team with a support agent.
2. Teach him your way
On Training Day, give Leo a support skill and the tools for your inbox. Then write your rules in the handbook, for example:
- "Always be polite, and sign off as the team."
- "Refunds need my yes."
- "When a question comes up twice, add it to the FAQ."
3. Connect and schedule
Give Leo access to your support inbox and your FAQ page (how keys work). Add schedules, like "every morning, answer the inbox" and "on the 1st, send the invoices". With Courier, you can send Leo a screenshot or a voice note straight from your screen.
4. Review on Performance Day
Each week, Performance Day shows what Leo answered, what it cost and how often he needed you. If he asks too often, add the answers to the handbook.
What you need
- Your computer (Mac, Windows or Linux) and a free WorknVibe account
- An AI tool you already use, like Claude Code, Codex or Gemini
- Access to your support inbox, and wherever you send invoices from
You stay in charge
Anything that costs money, like a refund, waits for your yes. You set budgets so spending never runs away, and everything runs on your own computer.