Use cases

Different teams, one source of truth.

Anywhere people spend their day searching documents, chat and email to work out how something should be done.

7 teams · 2 jobs

By team

Customer support

One correct answer to a customer question, whoever picks it up.

See how
  • Can we refund an annual plan after 30 days?
  • What do we offer a customer whose order arrived damaged?
  • Which plans include phone support?

Operations

SOPs people can find and trust on a busy day.

See how
  • What is the month-end close checklist?
  • Who do we call when the main supplier is late?
  • What is the process for a new vendor?

Sales

Pricing rules, approvals and product facts without waiting on a reply.

See how
  • What is the maximum discount I can give without approval?
  • Do we support single sign-on on the mid-tier plan?
  • What did we promise this customer at renewal?

HR & people

Handbooks and policies that stay current, and answers people can trust.

See how
  • How many days of parental leave do we offer?
  • How do I change my benefits after a life event?
  • What is the remote work policy for another country?

Logistics

Carrier rules and what to do when a delivery goes wrong.

See how
  • Do we ship hazardous goods to Hawaii?
  • Which carrier do we use for pallets over 500 kg?
  • What is the cut-off time for same-day dispatch?

Property management

Lease terms and procedures answered the same way at every property.

See how
  • What is the late fee policy for this building?
  • Which vendor handles after-hours plumbing here?
  • Are pets allowed under the older leases?

Professional services

Methods, templates and past engagement know-how in one place.

See how
  • Have we done a project like this before?
  • Which proposal template do we use for a fixed-fee engagement?
  • What is our standard scope for an onboarding audit?

By job

Employee onboarding

New hires learn how the business actually runs.

See how
  • Which tools do I need access to, and who grants it?
  • Who owns what on my team?
  • What are the core procedures for my role?

SOP management

Procedures kept current, consistent and easy to follow.

See how
  • Which version of the returns SOP is current?
  • Which SOPs have not been reviewed this year?
  • Do any procedures contradict each other?

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