Customer support assistant
Answer common questions, route requests, and free up your team’s time.
Interactive sample · scripted responsesINTERACTIVE EXAMPLES
Try two sample workflows, then check your business foundations. Everything runs in your browser with sample data. No email required.
CLARITY. DIRECTION. MOMENTUM.WATCH IT WORK
A short, automatic walkthrough. Sample data only.
Answer common questions, route requests, and free up your team’s time.
Interactive sample · scripted responsesAsk a question across a fictional company handbook. See a concise answer, its sources and what happens when information is missing.
Guided demo · prepared answers from sample documentsASK YOUR HANDBOOK
Choose a question above, or type a question about client onboarding or discount approvals.
Before kickoff, the account lead confirms the signed agreement, assigns a delivery owner and completes the client handover. The delivery owner then schedules kickoff and checks that the team has access to the project workspace.
Every handover must record the client’s goals, agreed scope, key contacts, milestones and open risks. The delivery owner reviews these before scheduling kickoff.
Discounts up to 10% require approval from the account lead. Discounts above 10% require the commercial director’s approval. Record the reason and approver in the CRM before issuing a quote.
YOUR FOUNDATION · 2 MINUTES
Five questions about your business foundations. Get a practical starting point for deciding what to improve next.
Your answers stay in this browser. No email required.
YOUR READINESS SCORE
Complete the assessment to see your priorities.
Next steps
APPLY IT TO YOUR BUSINESS
Bring the task or barrier you have in mind. We can clarify the requirements, ownership and evidence needed before committing to a build.
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