Help prospects understand your offering, answer customers from your help content and guide new accounts through setup. Choose a workflow, prepare its knowledge and evaluate it with your team.
↳ Start with one task your team already understands.
01Sales
Workflow to configure
Help B2B buyers understand your offer.
Configure a product expert to explain your offering from approved sources, ask relevant qualification questions and direct an interested buyer to your sales enquiry path. Define any lead capture and connected actions in the deployment setup.
Example tasks to configure
Product and service questions
Qualification against your agreed criteria
Context for a sales follow-up
Deploy / Web & embeds
Current app screenPrepare the web experience, then test the questions and lead form.
Example customer question
“We need a product for a 40-person support team. What should we evaluate before requesting a demo?”
Pilot owner
Sales or revenue operations
Give it
Current product documentation, published pricing, approved customer examples, qualification criteria and instructions for contacting sales.
Review
Check product and pricing accuracy, relevance of qualification questions and the completeness of captured enquiries. Compare accepted enquiries and completed handoffs with your existing process.
Keep a person involved
Keep custom pricing, contractual commitments and unsupported product claims with your sales team.
Configure a support employee to explain documented setup steps, ask for missing context and identify when a specialist is needed. Test its answers against your current help centre before sharing the experience with customers.
Example tasks to configure
Documented account setup guidance
Product how-to questions
Issue summaries for a support specialist
Chat / New conversation
Current app screenStart with a question whose answer you can check against the help material.
Example customer question
“Our team cannot finish the setup step in your guide. What information does support need from us?”
Pilot owner
Customer support or support operations
Give it
Current help articles, troubleshooting steps, supported product versions and escalation instructions. Provide only the information appropriate for the intended audience.
Review
Check answers against the source, test questions outside the documentation and review escalation quality. Use conversation records and your support system to assess unresolved questions and repeat contacts.
Keep a person involved
Keep account changes and sensitive customer information within authorised workflows. Define the actual support contact path before launch.
Give new business customers a clear starting point.
Configure an onboarding guide to explain your implementation checklist, clarify the next documented step and surface questions for customer success. Use an Agentic Presenter when the experience should centre on one product PDF or video.
Example tasks to configure
First-account setup questions
Product walkthroughs from approved material
Preparation for a customer success handoff
Chat / New conversation
Current app screenTry the onboarding questions in Chat before sharing the intended experience.
Example customer question
“We have just signed up. What should our administrator prepare before the team starts using the product?”
Pilot owner
Customer success or implementation
Give it
Your onboarding checklist, setup documentation, product walkthrough and guidance on responsibilities and support contacts.
Review
Test the complete first-use journey and the questions customers ask when blocked. Review knowledge gaps alongside your own activation milestones and customer success records.
Keep a person involved
Keep implementation commitments, access provisioning and account-specific decisions with the responsible team.
Help employees find approved policies, onboarding steps, and training materials. Route personal, sensitive, or employment-related decisions to your HR team.
Example tasks to configure
Published handbook questions
New starter checklists
Training material guidance
Employees / Hire employee
Current app screenChoose a starting point and define the employee’s sources and boundaries.
Give it
Approved handbooks, policies, onboarding checklists and training materials. Keep private employee records out of a public experience.
Review
Common questions, missing guidance and successful handoffs to the HR team.
Keep a person involved
Keep personal, sensitive and employment-related decisions with your HR team.
Configure a web experience to explain approved information, ask useful questions, and prepare a next step. Test the intended visitor flow before sharing.
Example tasks to configure
Website chat bubble
Voice-enabled product guidance
Landing page qualification
Deploy / Web & embeds
Current app screenChoose the delivery format and review the experience before publishing.
Give it
Website pages, product docs, FAQs, pricing notes, case studies, landing page copy, videos, and offer details.
Review
Available Conversations and Leads records, questions you review, and Usage in Insights.
Choose a repeatable task with clear source material and a person who can check the result. Answering common support questions, explaining a product or helping a new starter find guidance are useful places to begin. Keep the first version focused so you can see what needs improving.
Can I adapt a workflow to my business?
Yes. The examples on this page are starting points. Choose a role, add your knowledge and instructions, and select the tools and experience that fit your work. Test the finished setup with questions your customers or team actually ask.
Can the employee use our existing tools?
Use Library → Connected tools to review the available apps and actions, or explore a custom MCP connection. Assign the tools needed for the workflow and check their permissions. Availability and behavior depend on the connected service and your configuration.
Where can people interact with it?
Start in Chat while you prepare the employee. Aivah also provides setup paths for web experiences, supported channels, phone connections and Agentic Presenters. Choose the destination that fits your audience and test it before sharing.
How do we know the workflow is helping?
Define the expected outcome before rollout. Review sample answers, completed steps and handoffs with the team that owns the task. Use the available conversations, calls, leads and usage records in Insights alongside your own checks of the actual result.
✳
Build a focused business pilot
Choose the workflow. Define the outcome.
Start with the questions your buyers or customers already ask. Agree who reviews the answers and what success means for your team.
B2B sales
