An assistant inside Attendify.
How we brought in-product answers, guidance, and task assistance into a childcare management platform.
AttendifyHelp where the work happens.
Attendify supports attendance, billing, subsidy, and provider workflows. We configured Invocursor to help users find their way around the product and work through supported tasks.
Operational workflows, inside one platform.
Users navigate different pages, complete forms, and work with role-specific permissions. The assistance needs to fit those workflows and the controls available to each user.
What we implementedAn embedded assistant for covered tasks.
Invocursor answers product questions, guides users through steps, navigates to relevant pages, and helps prepare supported forms. Customers can ask for help while staying in Attendify.
See the embedded assistant in Attendify. Open the GIF →
Answers, guidance, and help with the task.
Assistance inside the product
Product navigation, step-by-step guidance, and help preparing covered forms, with user review of changes.
Context when more help is needed
Available page, role, request, and failure context can help the team understand where a user needs assistance.
This case study describes the deployment and how the assistant works. Coverage is configured for the host product and its supported workflows.
Less back-and-forth. More forward.
Bring one task your customers regularly need help with. We’ll show you how Invocursor would handle it in your product, and whether it fits the pilot.
Setup included · 60 days from go-live · No automatic conversion