FOR CUSTOMER SUCCESS

Scale expertise across every account

Give CSMs instant grounded answers to product questions, and give customers a self-service assistant that resolves how-tos before they land in your inbox.

Sound familiar?

The friction points every customer success team knows

These are the recurring patterns we hear from customer success leaders — and the ones BeforeQuery is built to remove.

01

CSMs are a relay between customers and product knowledge

A customer asks a setup question, the CSM asks support or engineering, and three people plus two days later the customer gets a paragraph. Multiply by every account.

02

Onboarding stalls on answerable questions

Time-to-value slips because customers wait on email round-trips for configuration questions your docs already cover — and slow onboarding is your most reliable churn predictor.

03

You find out about confusion at renewal time

You have no visibility into what customers struggle with between QBRs. The account that churned was asking warning-sign questions for months — somewhere you couldn't see.

Capability 01

A self-service assistant for customers

The widget and in-app SDK answer how-to and configuration questions from your docs and help center with the source shown, around the clock — including in the customer's Slack via shared channels.
grounded answer · sources
answer

Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.

cited from
01
IT · Okta account lockout policy
runbook · updated 4d ago
02
HR · Emergency access procedure
policy · updated 2w ago
03
Ticket #48211 · priya · resolved
past ticket · similar match
Capability 02

Instant answers for CSMs themselves

CSMs ask the internal assistant in Slack and get grounded answers from product docs, release notes, and internal playbooks — no more relaying questions to engineering.
approvals · pending 4
unlock okta account
priya.sharma · self-serve · read-only
denyapprove
refund $128.40
stripe · ord_A4b2c · manager approval
denyapprove
revoke prod IAM role
aws · role/analyst · step-up MFA
denyapprove
reset zoom SSO
kiran.mehta · self-serve
denyapprove
Capability 03

Question analytics per topic

Analytics show top questions, languages, and knowledge gaps, so you see what customers actually struggle with — a leading indicator instead of a renewal-time surprise.
context · priya.sharma
priyateamon-calloktagithubworkday
Capability 04

Onboarding content that fixes itself

Gap analysis surfaces the missing onboarding docs, and doc proposals draft them — closing the loop between customer confusion and published content.
reports · this week
Auto-resolved
78.4%
+4.1 pt
Avg. loop time
11.4s
-2.1s
Approvals pending
12
-3
Coverage
94%
+1.2 pt
monsun
Connected out of the box

Relevant sources for customer success

Website crawlerNotionSlackIntercomZendeskYouTubeFile uploads (PDF)
Enterprise-grade by default

The controls your security team is going to ask about

SOC 2 Type II
audited annually
GDPR
EU data residency
HIPAA-ready
BAA available
SSO / SAML
Okta · Entra · Google
SCIM 2.0
auto-provision
Audit log
every write, traceable
Bring your key
AES-256-GCM at rest
Bring your model
Anthropic · OpenAI · self-host
Zero training
your data stays yours
Rollback
every write reversible
TLS 1.3
in transit
99.9% uptime
SLA on Enterprise
FAQ

Frequently asked questions about customer success

Can we put the assistant inside our product for customers?

Yes. Alongside the embeddable widget, the @beforequery/sdk and @beforequery/react packages let you build the assistant directly into your app, powered by the public API.

Can enterprise customers get a scoped assistant?

Yes. Client keys can be scoped with allowed source groups, so a customer-facing deployment retrieves only from the content that customer should see — useful for tiered docs or per-plan features.

How do we see which accounts or topics are struggling?

Workspace and knowledge-base analytics show questions per week, top questions, languages, and knowledge gaps, plus conversation history with feedback — signals you can act on before the renewal conversation.

How long does setup take?

Most teams are live the same day. Connect a source — a docs URL, GitHub repo, Notion workspace, or a file upload — and BeforeQuery crawls, normalizes, chunks, and embeds the content automatically. The website widget is a single script tag, and the Slack/Discord bots install in a few clicks.

Are answers backed by source paragraphs?

Yes. Every answer includes a structured sources list with the URL, title, and excerpt of each source used, so users can click through and verify any claim against the original document.

Is my content used to train AI models?

No. Your indexed content, semantic vectors, and conversations are isolated to your workspace and are only used to answer your own questions. Content is never shared across customers, and data is encrypted at rest and in transit.

Is there a free plan?

Yes. The Free plan includes 1 knowledge base and 100 AI questions per month — no credit card required. Pro comes with a 14-day free trial, and Enterprise plans add SSO, audit logs, and advanced governance features.

Bring grounded AI answers to your customer success

Connect your knowledge sources and see grounded AI answers in minutes — free, no credit card required.

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