Software Guidance

Employees ask "How do I do X in Salesforce?" and get instant step-by-step guidance. Nobody has to hunt through help docs, wait for IT, or interrupt busy colleagues.

Upcoming functionality
For IT support managers L&D professionals Help desk teams Operations leaders

Parts of this recipe use capabilities on the Joy roadmap: connectors to systems other than SmarterU. The rest is part of JoySuite at launch, ready whenever you ask.

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.

How Software Guidance works

Software Guidance has Joy answer from 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 configured.

  2. Configure access

    Set who can ask and which documents each team sees. Then people just ask Joy.

  3. Employees ask how-to questions

    Employees ask in their own words, such as "How do I export a report to Excel?" or "What's the process for adding a new vendor?", and get 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. Save it as a team command

    Save this prompt as a custom command on the assistant your team already uses, so anyone can use it in one click.

Make it yours

Your configuration

Answers reflect your company's specific setup, including custom fields, workflows, and naming conventions.

Visual instructions

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

Gap detection

See which questions Joy can't answer, so you know where documentation and training are missing.

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 answers

Scope answers to one major system at a time (Salesforce, Workday, Excel) when you want focused help.

New hire focus

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

Rollout support

Add the documentation for a new tool or major update before launch, answer the wave of questions, then look at 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?

It's Joy answering how-to questions about your software from the documentation you add. Instead of searching help docs or waiting for IT, employees ask questions like 'How do I create a report in Salesforce?' and get step-by-step answers that match your configuration.

How does this help the IT help desk?

Many of the questions that reach an IT help desk are repetitive how-to questions. When employees can get those answered from your documentation, IT staff have more time for 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 others. Upload your help guides, SOPs, and training materials and Joy answers questions about each tool.

Does the assistant understand our company's custom configuration?

Yes. Joy answers from your internal documentation, so it understands your company's specific setup, custom fields, naming conventions, and workflows. Answers reflect how your tools are configured.

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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Try Software Guidance when JoySuite launches

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