Migrate helpdesk macros to AI answers
Replace hundreds of stale macros with one live knowledge index.
Your helpdesk has hundreds of canned macros, most of them outdated, duplicated, or owned by someone who left. Agents distrust them and rewrite answers by hand, which defeats the purpose and reintroduces inconsistency.
Index the underlying docs once, and BeforeQuery generates the reply from current content every time — no macro library to maintain. The helpdesk copilot drafts responses per ticket, and when docs change the answers change with them on the next sync, so nothing goes stale.
How it works
- 1Index the source-of-truth docs your macros were originally written from.
- 2Retire the macro library — the copilot drafts each reply from current content.
- 3Scheduled syncs keep the index current, so answers update when docs do.
- 4Citations on every draft let agents verify freshness before sending.
What you get
Features that make it work
Frequently asked questions
Do I need to migrate my macros into BeforeQuery?
No. You index the underlying documentation instead. The copilot generates each reply from current content at answer time, so there is no macro library to import, dedupe, or maintain.
How do answers stay current when docs change?
Sources re-sync on a schedule (and via webhooks for GitHub/GitLab), re-normalizing and re-embedding changed pages. The next answer after a sync reflects the updated content — nothing goes stale by default.
What about answers that need a personal touch?
Drafts are editable. Agents keep the factual core — grounded and cited — and add tone, empathy, and account context before sending.
How long does setup take?
Most teams are live the same day. You 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. There is no model to fine-tune and no infrastructure to run.
Are answers backed by citations?
Yes. Every answer includes a structured citations list with the URL, title, and excerpt of each source used, and the answer text cites sources inline. Users can click through to verify any claim against the original document — which is what makes the answers trustworthy enough for support, sales, and internal use.
Is my content used to train AI models?
No. Your indexed content, embeddings, 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. Enterprise plans add OIDC/SAML SSO, audit logs, and data-residency options.
Which knowledge sources can I connect?
18+ source types: websites, GitHub, GitLab, Notion, Confluence, Google Drive, SharePoint, Shopify, Zendesk, Jira, Linear, Salesforce, Slack, Discourse, Stack Overflow, YouTube, OpenAPI specs, and direct file uploads (PDF, Markdown, TXT, HTML). Sources sync on a schedule, and GitHub/GitLab can re-index automatically via webhooks on every push.
What happens when the AI is not confident in an answer?
Answers are confidence-scored. When retrieval confidence falls below your threshold, BeforeQuery returns a transparent, configurable fallback — typically pointing users to your support channel — instead of guessing. Those unanswered questions are logged in knowledge gap analytics so you can close the gap in your docs.
Related use cases
Deflect repetitive support tickets
Answer common questions before they become tickets.
Fix slow first response times
Give customers an accurate answer in seconds, not hours.
Deflect tickets at the support form
Answer the question while the user is still typing it.
Ready to migrate helpdesk macros to AI answers?
Connect your knowledge sources and see cited AI answers in minutes — free, no credit card required.
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