How do I get my team started?
A team brings product knowledge together, reviews generated articles and publishes the guidance customers need.
The useful starting point is the work already in front of the team. Keep the customer context with the conversation, and make the relevant knowledge easy to find.
Review and publish an article, then share its portal link.
Bring the knowledge into the workflow.
Use the workspace's supported sources and published articles. Review generated knowledge before publishing, and keep the content your customers rely on up to date.
Knowledge review
Review and publish an article, then share its portal link.
Keep the next action close to the answer.
An agent can review an AI draft, inspect the available analysis and related knowledge, edit the response, and send it through the existing conversation. Customers can also browse published guidance or create a ticket through the portal.
The exact workflow depends on your team's sources, permissions and plan. Explore the demo to see the current product in use.