Approved knowledge
Use the help content you approve, with boundaries for questions the system cannot confidently answer.
Help customers get routine answers and reach the right person when their request needs judgement. Keep the conversation and the handoff together.
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For teams handling repeated questions and manually sorting a growing support inbox.
Use the help content you approve, with boundaries for questions the system cannot confidently answer.
Capture the topic, urgency and relevant account details, then route the ticket to the appropriate queue.
Attach a summary and conversation history when escalating so customers do not need to repeat everything.
See two different requests take two different paths: an approved answer for a routine question, and a handoff for a complaint.
Scroll to follow the workflow
Scheduling · Routine request
Check approved content before answering.
Match the question to approved help content before preparing an answer.
Example connections. Final integrations depend on your tools and access.
Complaints, refunds and sensitive requests can be routed directly to a person. We agree which answers may be sent automatically and which need review.
Your help content, ticketing system, support categories, service hours and escalation policy.
We test routine requests, missing information and failed connections with your team. Before launch, we agree ownership, access, support and what a successful workflow looks like.
It handles agreed routine work and helps your team focus on requests that need their expertise.
We identify the approved source of truth, assign an owner for updates and test the workflow against representative questions.
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.