Step 1 of 6 · customer channel
A question arrives
From the website, Telegram, email or WhatsApp. All channels merge into one conversation: the platform recognises a returning customer and continues their thread instead of opening a new one. The first message in every channel says honestly: you are talking to an AI assistant on behalf of the company.
In the cabinet: the Conversations section — the source, the customer's language, the full history.
Step 2 of 6 · inside the company
Evidence in your materials
Before replying, it looks for evidence in the knowledge base — in its own words, not the customer's: a question is rarely phrased the way the page is. A price, a date or a condition reaches the customer only as a quote with a link to the source. No evidence means no substantive answer.
Boundary: it reads internal materials but never shows them outside.
Step 3 of 6 · decision
Answer, clarification or handover
The three outcomes are equal. An answer when there is evidence. A clarification when the question reads two ways. A handover when someone else's work is needed, the customer asks for a person, or a stop phrase is said. The customer sees a handover as a normal support step, not a refusal.
In the log: every decision with its reason — you can see whether it worked or only looked busy.
Step 4 of 6 · inside the company
A task for the owner
When it cannot be resolved without a colleague, the bot creates a task — in Jira or in the cabinet — and finds the responsible person on the ownership map. The employee gets a notification in Slack, Telegram or by email: the gist of the question and a link to the conversation.
Ownership map: areas and people; without it a request would go to “everyone”, which means no one.
Step 5 of 6 · inside the company
A reminder and the specialist's reply
It follows up on a stalled task itself: it reminds the owner instead of waiting for the customer to write again. The specialist's reply from the cabinet goes back into the same conversation — the customer never has to retell the story.
Monitor: once a day it goes through stalled tasks and outdated pages.
Step 6 of 6 · customer channel
The result through the same channel
The answer goes back where the question came from: the widget, Telegram, an email or WhatsApp. A customer who returns a day later finds it in place. It counts as one conversation — a new session starts only after a day of silence.
Plan: a conversation is counted when the bot has replied; a handover without an AI reply is not counted.