3 · Context & voice
Stage 3 of the tutorial: 3 steps, in order.
Work through these in order.
3.1 · Review your context
Read the shared source of truth agents draw on: what you do, who you serve, and how you sound.
3.2 · Calibrate your competitors
Check the roster agents measure you against, and add the competitors only your sales calls know about.
3.3 · Editing and versioning
How the editor works: autosave, restorable history, and locks so two people cannot collide on a document.
Reference
When you need detail on a single screen rather than the path through it, see Context & voice in the product docs.
Last updated at October 20, 2018