Software Guidance

Employees ask "How do I do X in Salesforce?" and get instant step-by-step guidance. No more hunting through help docs, waiting for IT, or interrupting busy colleagues.

For IT Support Managers L&D Professionals Help Desk Teams Operations Leaders
Sample prompt to Joy's Assistant

How do I [create a report] in [Salesforce]? Walk me through it step by step, based on our help documentation.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

How do I convert a lead to an opportunity in Salesforce? Walk me through it step by step, based on our help documentation.

This is the lead-conversion flow from your Salesforce User Guide, set for how the Acme Corp org is configured, including the Record Type that trips most people up.

Converting a lead to an opportunity in your Salesforce org takes six steps. The sequence follows the standard flow, with one Acme-specific setting to watch.

  1. Open the lead record you want to convert.
  2. Click Convert in the top-right of the record.
  3. Select an existing Account or create one. This is required in the Acme Corp org.
  4. Choose an existing Contact or create a new one.
  5. Check Create Opportunity and enter the opportunity name.
  6. Click Convert to finish.

If you hit an “Insufficient privileges” error, it’s almost always a missing Record Type: set it to New Business, which is the default for most conversions in our setup (Salesforce User Guide, Lead Conversion Process, page 24).

Still stuck after that? Send a screenshot and I can draft a message to Sales Ops with the error details for you to send.

From documentation to instant support

Software Guidance creates an AI assistant trained on your internal documentation, help guides, and SOPs for any software your team uses. Employees ask questions in plain language and get step-by-step answers customized to your company's setup.

  1. Connect your documentation

    Upload help guides, SOPs, training materials, and screenshots. JoySuite indexes your company-specific documentation so answers reflect how your tools are actually configured.

  2. Configure access

    Set up a JoySuite assistant for your team. Optionally create tool-specific assistants (one for Salesforce, one for Workday) or a single unified help assistant.

  3. Employees ask how-to questions

    Questions arrive in natural language: "How do I export a report to Excel?" or "What's the process for adding a new vendor?", answered with step-by-step instructions.

  4. Get cited answers, with a next step

    Every response cites your documentation. When a question falls outside your docs, Joy tells the employee who to ask instead of guessing. See which tools cause the most confusion.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses and customize it, so anyone can run it in one step.

Make it yours

Your Configuration

Answers reflect your company's specific setup, not generic help docs. Custom fields, workflows, and naming conventions included.

Visual Instructions

Include screenshots and annotated images in your documentation. The assistant surfaces them when relevant.

Gap Detection

See which questions the assistant can't answer. Automatically identify missing documentation and training needs.

Who to Ask Next

When a question falls outside your docs, Joy names the right expert to reach (IT for technical issues, finance for Workday, sales ops for Salesforce) so the employee knows exactly who to ask.

Tool-Specific Assistants

Create dedicated assistants for each major system (Salesforce Help, Workday Help, Excel Tips), each with specialized knowledge.

New Hire Focus

Extra context for new employees still learning the tools. Explains more background and links to training videos.

Rollout Support

Spin up a temporary assistant when launching a new tool or major update. Answer the wave of questions, then analyze what caused confusion.

Role-Based Guidance

Sales sees Salesforce answers relevant to their workflows. Finance sees the same tool from their perspective.

Frequently Asked Questions

What is a tool help assistant?

A tool help assistant is trained on your company's software documentation and answers how-to questions in natural language. Instead of searching through help docs or waiting for IT support, employees ask questions like 'How do I create a report in Salesforce?' and get instant step-by-step answers customized to your organization's configuration.

How does a tool help assistant reduce IT support tickets?

Tool help assistants deflect repetitive how-to questions that typically flood IT help desks. By providing instant answers to common software questions, organizations typically see a 40-60% reduction in tier-1 support tickets related to software usage, freeing IT staff to focus on complex technical issues.

What software and tools does Software Guidance work with?

Software Guidance works with any software you have documentation for: Salesforce, Workday, Microsoft 365, SAP, HubSpot, Zendesk, and hundreds of other enterprise applications. Simply upload your help guides, SOPs, and training materials to create an AI assistant for any tool in your tech stack.

Does the assistant understand our company's custom configuration?

Yes, Software Guidance is trained on your internal documentation, so it understands your company's specific setup, custom fields, naming conventions, and workflows. Answers reflect how your tools are actually configured, not generic vendor help articles.

What happens when the assistant can't answer a question?

When Software Guidance encounters a question beyond its knowledge, it tells the employee who to ask (IT for technical issues, sales ops for CRM questions, HR for HRIS help) so they know exactly where to turn next. It also logs unanswered questions to help you identify documentation gaps and training needs.

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