Help: setting up Front Desk
These are the same steps the setup wizard walks you through, on one page.
1. Business profile
Tell Knorra about your business once. Every flow reads this first, and picks up a change on its next run.
- Business name
- What do you sell?
- Who buys it?
- Your main offer
- Facts you can state
- How should it sound?
- Words or claims to avoid
- Website
- Where are you based?
- Who must never be contacted?
2. Flow interview
Questions for this flow only. Each one says where the answer is used.
- Where do your answers live? The only places a reply may take its answer from.
- Your policies in plain words Answers about money, delivery and timing.
- Your support email address Which mailbox the flow reads and replies from.
- Who takes escalated conversations? Who each escalation is assigned to.
- Topics a person must always handle Extra topics that go to a person without a drafted answer.
- When a person replies to an escalation The only time promise in a holding reply.
- How replies are signed The sign off on every reply.
- Helpdesk: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Email inbox: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Documents and notes: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
3. Requirements check
Everything this flow needs, with what it costs you. Tick each one when you have it.
- A Claude plan with scheduled tasks. The flow runs inside your own Claude several times a day, at the times you choose. Each run uses your own Claude plan. Cost: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.
- Your helpdesk or support inbox connected to Claude. Website chat and tickets work when your helpdesk keeps the conversations and your Claude can open them, for example through its own connector or Zapier. Email works through your mailbox connector. Cost: Your existing helpdesk or mailbox. Nothing extra from Knorra.
- Your answers written down. A help centre, an FAQ page or a folder of documents, plus your policies. The flow never answers beyond them. Cost: Free.
4. Connect Knorra to Claude
One guided step adds the Knorra connector to your Claude and signs it in. There is no key to paste.
- In Claude, open Settings, then Connectors.
- Choose "Add custom connector".
- Name it Knorra and paste this address: https://knorra.ai/api/mcp
- Press Connect. A Knorra page opens: sign in with your Knorra email, choose this workspace and press Allow.
- Come back to this page. It confirms by itself when the connector first calls home.
5. Install the starter skill
One download, one upload into Claude. The file carries your licence ID and holds no method of its own.
- Download the skill file below.
- In Claude, open Settings, then Capabilities, and find Skills.
- Choose "Upload skill" and pick the file you downloaded.
- Make sure the skill is switched on.
6. Permissions and connectors
Allow these in order, so scheduled runs are not stopped by a permission prompt nobody is there to answer. For each one, choose the option that allows it for this skill without asking every time.
- Knorra connector. Allow its tools for this skill. Where: Claude, Settings, Connectors, Knorra.
- Your helpdesk or mail connector. Allow reading conversations and sending replies. Where: Claude, Settings, Connectors.
- Your documents connector. Allow reading your help documents and adding approved articles. Where: Claude, Settings, Connectors.
7. Create the schedule
Copy this one short prompt and paste it into a new Claude chat. It creates the scheduled tasks for this flow. It is the only thing you paste in the whole setup.
- Answer the queue: Weekdays 09:00, 12:00 and 16:00. Drafted replies, escalations and logged gaps.
- Help article drafts: Mon 10:30. New help articles from the questions your docs missed.
- Weekly support summary: Fri 17:00. Answered, escalated, top topics and open gaps.
- Create these scheduled tasks for my Knorra workspace "your workspace". Each one uses the knorra-front-desk skill and the Knorra connector. 1. Name: "Knorra: Answer the queue 09:00". When: every weekday at 09:00 (your time zone). Prompt: "Use the knorra-front-desk skill. Run task desk-queue." Connectors: Knorra, Helpdesk, Mail, Documents. 2. Name: "Knorra: Answer the queue 12:00". When: every weekday at 12:00 (your time zone). Prompt: "Use the knorra-front-desk skill. Run task desk-queue." Connectors: Knorra, Helpdesk, Mail, Documents. 3. Name: "Knorra: Answer the queue 16:00". When: every weekday at 16:00 (your time zone). Prompt: "Use the knorra-front-desk skill. Run task desk-queue." Connectors: Knorra, Helpdesk, Mail, Documents. 4. Name: "Knorra: Help article drafts". When: every Monday at 10:30 (your time zone). Prompt: "Use the knorra-front-desk skill. Run task desk-gaps." Connectors: Knorra, Helpdesk, Documents. 5. Name: "Knorra: Weekly support summary". When: every Friday at 17:00 (your time zone). Prompt: "Use the knorra-front-desk skill. Run task desk-summary." Connectors: Knorra. Confirm each task back to me with its next run time.
8. Test run
Run the flow once by hand. This page waits for the first report and moves on by itself.
- In a new Claude chat, say: "Run a Knorra test run for Front Desk"
- Reads up to three waiting messages, drafts one reply and one escalation for your approval, and sends nothing.
9. Live
The first good report has arrived. This flow now has a card on your dashboard with real numbers.
- This flow starts in approve first mode. Nothing outbound goes without your yes. After enough approved items, the dashboard offers autopilot.
Stuck on a step? Use the support button on any dashboard page. The message carries the workspace, the flow and the step, so you do not have to explain where you are.