"How do I do this in Salesforce?" is everyone's most-asked question
"Every time we roll out a new tool or update an existing one, my inbox explodes. 'How do I create a report?' 'Where did that button go?' 'How do I add a new contact?' People ask the same questions over and over, and our power users spend half their day helping others instead of doing their actual jobs."
Instant how-to guidance for any tool
Tool Help Bot 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.
"How do I submit an expense in Workday?" "Where do I find pipeline reports in Salesforce?" "How do I schedule a Zoom meeting with external guests?" Instant answers, no waiting.
From documentation to instant support
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.
Configure access
Deploy a JoySuite assistant for your team. Optionally create tool-specific bots (one for Salesforce, one for Workday) or a single unified help bot.
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.
Get cited answers with escalation
Every response cites your documentation. Questions the bot can't answer are routed to the right expert. See which tools cause the most confusion.
Built for software adoption
🎯 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. Tool Help Bot surfaces them when relevant.
📊 Gap Detection
See which questions the bot can't answer. Automatically identify missing documentation and training needs.
🔀 Smart Escalation
Questions beyond the bot's scope route to the right expert—IT for technical issues, finance for Workday, sales ops for Salesforce.
Support your entire tech stack
Tool Help Bot works with any software you have documentation for:
CRM
Sales platforms, pipeline tools
HR Systems
HRIS, benefits, time tracking
Finance/ERP
Accounting, expenses, procurement
Productivity
Office suites, collaboration tools
Adapt for your organization
Tool-Specific Bots
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 bot 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.
What you'll get
Here's a sales rep getting quick Salesforce help:
Employee Question
Q: "How do I convert a lead to an opportunity in Salesforce? I keep getting an error."
Tool Help Bot Response
A: Here's how to convert a lead to an opportunity:
- Open the lead record you want to convert
- Click the "Convert" button in the top right
- Select or create an Account (required at Acme Corp)
- Choose an existing Contact or create new
- Check "Create Opportunity" and enter the opportunity name
- Click "Convert"
Common error fix: If you're getting "Insufficient privileges," you likely need to select a Record Type. Our default is "New Business" for most conversions.
Still getting an error? Reply with a screenshot and I'll help troubleshoot, or I can connect you with Sales Ops.
Source: Salesforce User Guide, Lead Conversion Process, page 24
Who This Is For
IT Support Managers
Leaders looking to reduce tier-1 ticket volume and free up help desk staff by automating repetitive software how-to questions.
L&D Professionals
Training teams seeking to improve software adoption and provide just-in-time support that reinforces formal training programs.
Help Desk Teams
Support teams wanting to deflect common questions and focus on complex issues that require human expertise and troubleshooting.
Operations Leaders
Executives driving digital transformation who need employees productive on new tools faster without overwhelming support resources.
Frequently Asked Questions
What is a tool help bot?
A tool help bot is an AI assistant trained on your company's software documentation that 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 bot reduce IT support tickets?
Tool help bots deflect repetitive how-to questions that typically flood IT help desks. By providing instant answers to common software questions 24/7, organizations typically see 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 Tool Help Bot work with?
Tool Help Bot 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 bot understand our company's custom configuration?
Yes, Tool Help Bot 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 bot can't answer a question?
When Tool Help Bot encounters a question beyond its knowledge, it automatically routes the request to the appropriate expert—IT for technical issues, sales ops for CRM questions, HR for HRIS help. The system also logs unanswered questions to identify documentation gaps and training needs.