Work AI & servers

Studio project · AI & servers

Payment support workflow

What we did
Set up a way to sort payment questions and pass cases to a staff member.
AI & servers

Document assistant

Offline network · your serversModel in your network
New questionDocumentsPoliciesInstructionsOrdersContractsRecent questionsDatabase backupsContractor accessAccess passes
How often are databases backed up, and how long are backups kept?
Answer from company documents

Databases are backed up every night. Copies are kept for 30 days on a separate server inside the network. Recovery is checked once a month.

Operations policy, section 4Administrator guide
Ask about company documents
Found in documents3
Operations policysection 4 · p. 12
Administrator guidesection 2 · p. 5
Operations policysection 7 · p. 21
Operations policysection 4 · p. 12
4.2. Database backups

Database backups are made every night and kept for 30 days on a separate server inside the network.

4.3. Recovery from backup is checked once a month.

Answer sourceOpen document
Examples of what we build to order. Illustrative screens.

The task

Payment questions needed a clear route through customer support.

What we did

  1. Sorted requests by payment issue.
  2. Passed cases to a staff member when needed.

Stage

Built

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Web and messaging sales tools
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