Bidirection Support
Help customers get value from the product they chose.
Be there when customers are getting started, exploring a feature, or trying to solve a problem. Talk through the next step and use shared screen context to make guidance easier to follow.
Make the first steps feel simple.
New customers arrive with a goal, not a manual. The agent walks them through setup one concrete task at a time — here, inviting the first teammate into a fictional workspace.
- One task at a time, spoken plainly
- Progress the customer can see
- Help that waits to be asked
Make useful features easier to find.
When a customer describes what they're trying to do, the agent can point at the capability that does it — one they may never have opened. Discovery happens inside the workflow, not in a changelog.
Bidirection AI
In conversation“You're assigning these one by one — the shared inbox can route them for you. It's under Inbox → Rules. Want me to walk you there?”
See the screen. Explain the next step.
Sharing starts with the customer, never before. From that point, guidance points at the real control instead of describing it blind — and stopping is one visible tap away.
Visible status
A persistent bar says the screen is being shared — in words, not just color.
Guided pointing
The agent highlights the control it is talking about, in step with its voice.
One-tap stop
The customer ends sharing whenever they choose, from the same bar.
Work through the problem together.
A support conversation is a loop: question, context, guidance, and a check that it worked. Screen viewing never grants control — the customer stays the one driving.
- 1The question“I can’t find where to add my teammate.” Spoken, in the customer’s own words.
- 2The contextThe customer chooses to share their screen, so guidance matches what they see.
- 3The guidanceThe agent talks through it and highlights the actual control — Team, then Invite.
- 4The checkThe customer confirms the result before the session moves on.
Bring the right context to a handoff.
When a person should take over, the conversation should arrive whole: what was asked, and what has already been tried. Delivery into your helpdesk depends on connecting your support workflow — we'll map it together.
What better support feels like.
Smoother onboarding
First steps become a short conversation instead of a search through documentation.
Clearer feature discovery
Capabilities surface at the moment they are useful, inside the customer’s own workflow.
Fewer interrupted workflows
Problems get worked through in place — talking, looking at the same screen — rather than parked in a ticket.
Questions, answered
No. Screen sharing starts only when the customer explicitly chooses it, its status stays visible the whole time, and a stop control is always present. Viewing is not remote control — the customer keeps their hands on the keyboard.
Getting started, finding and understanding features, and working through problems inside your product — guided by the knowledge sources you configure, such as onboarding guides and help articles.
The conversation can hand off to your team with the question and the steps already tried, so the customer never repeats themselves. Exact delivery depends on connecting your support workflow.
It draws on it. Your existing documentation becomes the knowledge behind spoken, in-context guidance rather than a separate destination customers have to search.
Help customers keep moving.
See guided onboarding and screen-aware support in a scripted preview, or talk through your own setup.