Onboarding

Company Context

View as Markdown

Company Context collects the information SimZ needs to understand your business, call goals, customer types, workflows, policies, and escalation paths.

What to prepare

  • Business overview and main services.
  • Typical customer questions.
  • Qualification criteria and desired outcomes.
  • Scheduling, billing, or CRM workflow details.
  • Any compliance or policy constraints.

Writing tips

Write operational details in plain language. SimZ reviewers and implementation teams use this information to configure the assistant and validate real workflows.