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Service Choice Desk

Service Choice Desk is the concrete guided-decision example. The user is not asking what they need from scratch, and they are not asking for artifact review. They already know the valid options and want help choosing the best fit.

Service Choice Desk with a comparison attachment and a guided recommendation in Live Test

This version uses one short comparison attachment to keep the decision bounded. The agent compares approved options, explains the tradeoffs, and recommends a single path without turning the exchange into a full intake flow.

When This Pattern Fits

  • The business offers a few approved services, plans, or packages.
  • The user already understands the category and needs help picking one option.
  • The agent should surface tradeoffs, ask bounded follow-up questions, and recommend one path.

What the Agent Does

  • Confirms which approved options are in play.
  • Asks only the follow-up questions needed to compare fit.
  • Explains the tradeoffs in plain language.
  • Recommends one approved option or hands off when no option is clearly appropriate.

Allowed Outcomes

  • Option Recommendation
  • Tradeoff Summary
  • Human Advisor Handoff

What It Must Not Do

  • Invent a new option that the team does not offer.
  • Turn a simple choice into a long intake interview.
  • Recommend multiple conflicting paths without a clear reason.
  • Force a fit when a human advisor should step in.

Suggested Tools and Data

  • Knowledge Base for option definitions, eligibility rules, and comparison criteria
  • Attachments for a short comparison matrix or approved talking points
  • Request Form only after the user chooses an option and the workflow needs structured follow-up
  • Call Agent if a specialist advisor should take over after the choice is narrowed down

Example Conversation

User: We already know we need help improving our customer onboarding. Should we choose the Workshop, the Implementation Sprint, or Monthly Advisory?

Agent: I can help narrow that down. Do you want a team-alignment session, hands-on build support, or ongoing guidance over time?

User: Hands-on help. We want the new workflow live within a month.

Agent: Then the best fit is the Implementation Sprint. Workshop is better for alignment before a plan exists, and Monthly Advisory is better when you want slower ongoing support. Since you already want a live workflow soon, the Sprint matches the timeline and level of hands-on support best.

Why This Pattern Matters

  • It makes the guided-decision pattern easy to recognize.
  • It shows how Codeer can help inside a later decision point, not just at the first question.
  • It keeps the agent focused on approved tradeoffs instead of open-ended selling or guessing.