Example
Company know-how for your team
Your team taps into the business's know-how, even out on a job. What the AI answers depends on the role.
How it works in the business
Who does what – from the question to the saved report. The numbers show the order.
What comes in
- A staff member's question, on the mobile or in the office
- Error code, customer name or job number
What the AI does
- 2identifies customer and system, looks up the answer in the released documents, names the source and links to the page
- 3declines what the role may not see and offers an alternative
- 5prepares the job report as a draft
What the employee does
- 4works on site and tells the AI what he did
- 6checks the draft and confirms it with one tap
What the system does
- holds the knowledge base: customers and systems, price list, FAQ, manuals, jobs
- 1checks the role: engineer, back office or customer
- 7saves the confirmed report to the job
What comes out
- Answer with its source, even out on a job
- Internal figures stay with the back office
- Confirmed job report in the job
Example conversation with made-up data
Haustechnik MusterKnowledge chat · mobile
- Service engineer: I'm at Ms Muster's, Gartenweg 5. The gas boiler shows F.28. What does that mean?
- AICustomer found: Sabine Muster, Gartenweg 5, customer no. 10483.Recorded system:
- Gas condensing boiler Muster GB 24, built 2018
- Commissioned March 2019
- Last service November 2025, next due November 2026
- Repair visit April 2026: ignition electrode adjusted
- Customer file
- System file
- AIF.28: the boiler fails to ignite on start-up, no flame is detected.Checks according to the manual:
- Gas supply: isolation valve open, measure flow pressure
- Ignition electrode: check gap and soiling
- Measure ionisation current
- GB 24 manual
- Job 2026-0412
- Service engineer: What do we pay for the ignition electrode?
- AIPurchase prices are not released for the service engineer role.Released is the selling price from the price list: €38.50 net. I can ask the back office for the purchase price.
- Price list 2026
- Ask the back office
- No need (selected)
- Service engineer: Please prepare the job report: ignition electrode replaced, boiler running again.
- AI draftJob report, job 2026-0871
- Customer: Sabine Muster, Gartenweg 5
- System: gas condensing boiler Muster GB 24
- Fault: error code F.28
- Action: ignition electrode replaced
- Material: 1 ignition electrode
- Result: boiler running again
- Save (selected)
- Edit
- Attach photo
- · Confirmed by the engineer, saved to the job
Where the answers come from
One knowledge base, releases per role. The customer chat on the website, too, only sees what is released for customers.
| Source | Customer | Engineer | Back office |
|---|---|---|---|
| Price list | visible | visible | visible |
| FAQ | visible | visible | visible |
| Customers and systems | not visible | visible | visible |
| Manufacturer manuals | not visible | visible | visible |
| Job history | not visible | visible | visible |
| Purchase prices | not visible | not visible | visible |
New documents go into the knowledge base once and are then available to every role they are released for.
More examples
- One assistant, every channelUsing a garage as the example: an assistant takes enquiries via WhatsApp, website chat and phone, books the appointment, obtains approval and reports when the job is done. The approach suits any business in regular contact with its customers.
- Quotes made simpleUsing railings as the example: the tool works out quantities, cutting plan, hours and price, draws the draft and builds the quote item. The AI only writes the text. The approach suits any trade with its own costing.
What would this look like for you?
In the initial conversation we look at which channel and which tool fit your business.