SaaS support
Keep product questions, access and renewals in one support workflow
Give SaaS customers a clear path from product question to human help, with knowledge, account context, routing and careful handling of access or billing decisions.
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Guide setup. Escalate the exception.


- Setup question: Understand the account task the customer is completing.
- Product guidance: Answer from the appropriate published instructions.
- Account context: Use the permitted customer and company information.
- Specialist handoff: Pass technical or sensitive exceptions with their history.
Keep onboarding answers and specialist work in one customer history.
