Create customer help and onboarding guides

Turn approved product information and recurring customer questions into help articles and onboarding guides. Tailor the content to its audience and flag gaps for product and support teams to review.

Turn approved product knowledge into useful guidance

Workflow: Analyse and produce.

Information to use

Approved product documentation, recurring customer questions and the audience's onboarding needs.

Output

Draft help articles and onboarding guides with supporting references and questions for the product or support team.

Capabilities to enable

Reference-file search. Drive Sync can refresh suitable approved SharePoint documents. An external help-platform integration is required if publishing directly to that system.

Example prompt

Use these approved sources and recurring customer questions to draft a help article and onboarding guide for new users. Include relevant references, flag information gaps and leave publication for our support team to approve.

Review and access

Product and support owners validate accuracy and audience suitability before publication.

Drive Sync guide

Explore this workflow in a Theta Assist demo

All Use Cases
Chief of Staff
Project Manager

Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

All Use Cases
Product Manager
Customer Support Lead
Sales and Marketing

Classify customer feedback in bulk

Apply your categories to a supplied feedback dataset. Return structured results with uncertain records flagged, then summarise themes for product, support and marketing review.

All Use Cases
Sales and Marketing
Customer Success / Account Manager

Draft follow-ups from customer conversations

Use an available meeting transcript and relevant correspondence to prepare an Outlook draft. Cover agreed requirements, open questions and proposed next steps for you to review and send.

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