Knowledge sources
Give customers answers based on the information your team maintains and understands.
- Files
- Websites
- Confluence
- SharePoint
Put the context your team trusts within reach, so customers get help without being passed from system to system.
Explore the pageSend customer handoffs to your support channel and reply from the Slack thread. Connect through Slack authorization, without copying app credentials.
Give customers answers based on the information your team maintains and understands.
Help your team act for customers without switching between disconnected systems.
Connect Instagram and Facebook messages and comments, or respond to customer-initiated X DMs, mentions and direct replies. Provider permissions apply; X sending requires explicit provider approval.
Shape Tuolen around the real workflows your customers and support team depend on.
Knowledge sources and action tools serve different purposes. Start with the information an agent needs to answer, then add only the actions your workflow calls for.
Choose maintained files, website content, or team documentation from Confluence and SharePoint. Identify who owns each source and check that it answers real customer questions. Remove obsolete guidance before using it to support an agent.
For business systems such as Dynamics 365 or an API tool, define the task, the required inputs, and what the agent is allowed to do. Connections require the appropriate credentials and permissions; listing an integration does not mean it is enabled for every workspace.
Try a normal request, missing information, an unavailable system, and a request outside the agent’s permissions. Review the result and agree on the handoff path before exposing the workflow to customers. Start with one supported task and expand after review.
Planning a rollout? Tell us about your support workflow and the systems you need to connect.
See what Tuolen can do for your business. Pick a time for a 30-minute conversation with our team.
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