How Workflow works.
There is nothing for you to set up. You give us the guides you already have. We train the AI on them. Then your team gets instant answers while they work.
You share your guides with us.
You give us the guides you already have, in any form. We train the AI on them and on the software your team uses. There is nothing for you to build.
You send it over and we do the training. There is no setup on your side.
An employee asks a question.
They ask by voice or chat, like “How do I issue a refund?”, while they work. It works like a normal chat. There is nothing to learn.
Share your screen and I’ll walk you through it, step by step, right where you’re working.
Workflow answers instantly.
When they share their screen, Workflow sees what they are looking at and answers in plain language, using your own guides. The screen share ends when they are done.
In the top-right, click Issue refund. Confirm the amount and the reason, then press Confirm. The refund is on its way.
Why the answers are reliable.
It uses your own guides
Answers come from the guides you share with us, not guesswork. So the help matches how your business works.
It helps in the moment
It looks at what is on the screen and answers right there, so your team does not have to work it out alone.
It gets better over time
Send us an updated guide and we retrain the assistant. Admins can see where people get stuck, so you can fix the process.