This guide takes a new workspace to its first finished run. It needs a help desk, a billing tool and about four minutes.
1. Connect two tools
Open Connections and add your help desk, then your billing tool. Each one asks you to sign in and then shows the actions Kestrel may take. Leave the defaults for now. You can switch actions off one by one later.
2. Pick one category
Kestrel reads your last ninety days of resolved tickets and suggests the categories it can take. Choose one. Most teams start with refunds for duplicate charges, because the tickets look alike.
3. Set a limit and ask first
Write one rule for the category and choose Ask before acting:
Refund up to $50 to the original card.
With this setting Kestrel does all of the work, then waits for a person to approve the last step.
4. Watch the first run
When the next ticket in that category arrives, open Runs. You will see what Kestrel read, what it looked up and what it wants to do. Approve it, and the ticket is closed.
Check it from the command line
If you prefer to start a run yourself, send a ticket to the API:
curl https://api.kestrel.example/v1/runs \ -H "Authorization: Bearer $KESTREL_KEY" \ -d ticket=81226What to do next
- Read Write your first rule before you add a second category.
- Set up Approvals so requests reach the right person.