| Manage knowledge access and AI use |
Source reading rights, AI eligibility, review and publishing |
Keep company knowledge maintained and controlled |
Enterprise knowledge options |
| Keep customer and asset history |
Customer/company records, product/asset details and service history |
Keep relevant context with the case |
Standard foundation |
| Notify people of progress |
Outgoing email notifications and message templates |
Use consistent progress messages |
Standard · outgoing email; interactive email is separate |
| Route work and approvals |
Routing, escalation and configured approval rules |
Keep responsibility and decisions clear |
Professional / Enterprise extended workflows |
| Arrange internal or vendor visits |
Dispatch calendar, resource eligibility and vendor completion evidence |
Connect office coordination and field service |
Professional / Enterprise extended workflows |
| Record completed service |
Job sheets, parts usage, customer acknowledgement and billing readiness |
Retain evidence for review and follow-up |
Professional / Enterprise extended workflows |
| Maintain knowledge internally |
Document, note and Q&A ingestion with review and publication |
Update company knowledge without retraining the model |
Enterprise knowledge options |
| Review workload and service performance |
Operational dashboards, service reports and permitted exports |
See workload and cases requiring attention |
Core reports; extended datasets depend on available functions |
| Adapt a report for the team |
Template-based custom reports with internal sharing and exports |
Reuse a suitable report layout |
Additional module · separately scoped |
| Control users and records |
Role permissions and audit history |
Trace who may act and what was changed |
Standard foundation |
| Choose the AI and hosting setup |
Selectable provider options, cloud/local deployment and optional local AI |
Fit information handling to your IT arrangements |
Configured options; GraphRAG assessed separately |