Knowledge & Real-Time Guidance

Unify SOPs, playbooks, and product knowledge to deliver guided selling for Sales and SOP-driven next-best actions for Support directly within the workflow.

How does it work

Centralize

Bring SOPs, talk tracks, price sheets, and policies into one governed source of truth.

Match

Context-aware retrieval maps live calls/emails/tickets to the right passage or playbook.

Guide

Surface next-best actions, talk tracks, and KB snippets—auto-logged to the record.

Where it fits

automated auditing

Sales & Admissions

Recommend persona/product fit and disclosures; push talk tracks in-flow.
automated auditing

Support

Pull the exact SOP/KB answer and suggest the next step.
automated auditing

Collections

Surface mandated statements and payment policies at the right moment.

Ready to put the right answer in front of every agent?

Unified knowledge hub · Context-aware retrieval · Next-best actions · Versioning & approvals · RBAC/SSO.
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