Each client finds a team that knows his story.
FOR SUPPORT
Requests, conversations, commitments and resolutions form a timeline. Support understands the case, organizes the response and tracks the solution until the customer receives a reply.
Talk to the team CASE BEING TRACKED ATD / 018 CUSTOMER HISTORY One conversation continues where the last stopped. Request received Account context gathered Investigation Guidance and owner Resolution Reply recorded Learning stays with the team 01 The conversation starts with context.
The team sees the history and what was promised before responding.
02 The case has ownership and progress.
Investigation, follow-up and resolution become trackable work.
03 One solution helps the next one.
Answers and decisions remain available for consultation in similar cases.
IN DAY TO DAY
Solve the case without making the client repeat everything.
SOCEO gathers what the team knows about the customer, finds relevant guidance and transforms the request into a clear delivery. The Copilot prepares the reading; the responsible person reviews the answer and conducts contact.
01 Rebuild the case
Read requests, conversations and appointments in a timeline with identified origin.
02 Prepare the resolution
Find previous cases, documents and people who can unlock the answer.
03 Close the cycle
Record what has been done, confirm the return and make the learning available to the team.
Ask your business.
“How do we solve similar cases and what does this client need now?”
The case advances in two lines: client and team.
Each request connects to the relationship with the client and the work of the other areas.
Illustrative example · no real data Explore the work Illustrative flow · 4 stages Play flow 01 Request 02 Investigation 03 Handoff 04 Return
The case brings together the request and account history.
ILLUSTRATIVE CASE Has the customer reported this problem before?
The same symptom appeared before and the previous solution required a technical review.
Request Account history and current request Investigation Previous cases and documentation Engineering History forwarded with an owner Return Response reviewed by the team NEXT STEP Open a task for Engineering with the history and prepare a reply to the customer.
WHERE THE SOCEO COMES IN
Good support continues the relationship rather than restarting it. Each request connects to the customer relationship and the work of other departments. 01 Conecta Engine History in one analysis
Interactions, requests and previous decisions explain the context of the current request.
02 Assistant Response with reference
Copilot gathers guidance and documents for the team to review before sending.
03 Cowork + Tasks Tracked case
The task records the investigation, owners, comments and resolution outcome.
04 Controla Engine Patterns that become improvements
Recurring doubts show where a process, product or material needs to change.
THE WORK BETWEEN AREAS
Support brings Engineering the history of a recurring problem and returns a response to the customer based on the technical team’s recorded decision.
THE SOCEO IN ACTION
Enough detail to trust the decision. Support case Illustrative data QUESTION “Has this customer already reported this problem?” CONSULTED CONTEXT Account history Previous requests Product documentation WHAT SOCEO FINDS
The same symptom appeared before and the previous solution required a technical review.
NEXT STEP
Open a task for Engineering with the history and prepare a response to the customer.
Owner · Person responsible for the case
SOURCES AND PROVENANCE
The answer keeps track of the investigation.
The history links the orientation sent to the documents, decisions and persons who participated in the resolution.
Source used in response Time of last update Data that is still missing
EXPLORE OTHER AREAS
FOR SALES Every opportunity has context and a next step. View solution FOR PROGRAMMERS Your business context in your agents, terminal and code. View solution
SEE WITH YOUR DATA
Bring a real question from your business. We show the answer, the source and what still needs to be connected. Talk to the team