Customer service
A service employee reads new requests, identifies the issue, finds customer data and knowledge articles, drafts replies and hands exceptions to the team.
- email and tickets
- knowledge base
- CRM context
- approval before critical statements are sent
Sales and lead qualification
A sales assistant structures new contacts, checks required information, enriches company data, creates CRM notes and prepares next steps.
- lead intake
- CRM maintenance
- appointment preparation
- no binding pricing without approval
Back office and operations
Recurring case work is often the best starting point: check documents, transfer data, update status and mark exceptions.
- PDFs and spreadsheets
- ERP or business application
- checklists
- exception logging
Knowledge management
An internal knowledge assistant answers questions from approved documents, cites sources and reports knowledge gaps instead of inventing answers.
- policies
- offer templates
- project knowledge
- source references and gap reporting