Use cases

An AI help desk for your team

Password resets, how-do-I questions and access requests handled, with the hard ones passed to your IT person.

What it does

  • Answers how-to questions about your tools from your own guides
  • Walks people through resets and common fixes
  • Logs access and equipment requests and routes them for approval

How it works

Works in Slack, Microsoft Teams or email, reads your internal guides, and connects to your ticketing tool if you have one.

When it makes sense

Your office manager or one tech-savvy employee has become the help desk by accident.

A job, start to finish.

  1. WhenAn employee asks in Teams how to connect to the office printer.
  2. Step 1The AI finds the answer in your internal guides.
  3. Step 2It walks them through the steps one at a time.
  4. Step 3If it still doesn't work, it logs a ticket with what was tried.
  5. Step 4Your IT person picks up the ticket with the full history.
  6. ResultCommon questions get answered on the spot, and your IT person only sees the problems that need them.

What it looks like in different businesses.

  • ClinicsExplains how to fix the front-desk printer and scanner
  • Multi-location teamsHandles new-hire laptop and account requests
  • Any officeAnswers 'how do I share this file' without a ticket
  • Law firmsWalks staff through sharing large files securely with clients
  • Accounting firmsHandles software access requests during tax season
  • Property managementAnswers how-to questions about your property software

What we set up for it.

  • Workflow automationThe follow-ups, reminders and copy-paste work that falls through the cracks.The tools you already pay for: CRM, calendar, email, accounting, forms.
  • Answers from your documentsAn assistant that knows your policies, price sheets and guides, and shows where each answer came from.Google Drive, Dropbox, your website, PDFs and Word files.
  • AI customer supportHandles the common questions in your inbox and sends the rest to the right person.Gmail or Outlook, Shopify, and help desks like Zendesk or Gorgias.

What we report each month.

  • Questions answered, by tool and topic
  • Tickets logged and passed to your IT person
  • Missing or outdated guides

Questions teams ask us.

Can it reset passwords?

It walks people through the reset steps in your guides. Where your systems allow it, it can start the request and route it for approval.

Do we need a ticketing tool?

No. It works in Slack, Microsoft Teams or email. If you have a ticketing tool, it connects to that.

What if our guides are out of date?

We go through them with you before launch. Each month we list the questions it couldn't answer, so you know which guides to update.