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TruCom
TruCom
TruCom
A guide to the whole picture

How TruCom works.

A customer asks for help. What happens next should feel connected.

TruCom brings your customer messages, help content and follow-up work into one support platform. Here’s how those pieces work together, and where your team stays in control.

Follow a customer’s question
One question, from start to finish

Let’s follow Dami’s question.

An example journey for a business with customer accounts, website chat and a published sign-in help article.

An illustrative support journeyWebsite chat → Resolution
Step 1 of 6

Start where the customer needs you.

Dami is trying to sign in. The website chat gives them a way to ask for help without leaving the page.

Read this step
Website chatNew question
Dami · Customer

I can’t sign in to my account.

A starting point

The question arrives with its channel and the details collected by your widget.

Step 2 of 6

Give the question a place to land.

The team can see the message in the shared inbox. In this example, the widget is connected to Customer care.

Read this step
Shared inboxNeeds a reply
Dami · Customer

I can’t sign in to my account.

Conversation details

Channel: Website chat · Department: Customer care

Step 3 of 6

Put your help content to work.

AI is enabled for this widget and has a sign-in help article to work from. It offers the steps that article explains.

Read this step
AI support agentAnswering
AI support agent

You can request a password reset from the sign-in page. Use the email address you registered with, then check your inbox and spam folder.

Dami replies

“The reset email doesn’t arrive.” The suggested steps haven’t solved the problem.

Step 4 of 6

Bring a person in with the history.

Dami asks for a teammate. Amina picks up the conversation and can read what Dami and the AI have already tried.

Read this step
Amina · Customer careWith a teammate
Amina · Teammate

Thanks for trying that. I’ll take a closer look. Which email address did you use?

Help for the teammate

Agent Copilot can help draft a reply. Amina reviews it before sending.

Step 5 of 6

Keep the work moving after the chat.

The question needs investigation. Amina creates a linked ticket so the follow-up has an owner and a place for updates.

Read this step
Linked ticketIn progress
Account access

Customer: Dami · Owner: Amina Next step: Check why the reset email has not arrived.

An update for Dami

“We’re checking this and will update your ticket when we have news.”

Step 6 of 6

Make the outcome clear to both sides.

After the team investigates and helps Dami regain access, Dami confirms the issue is resolved. Amina records the outcome and closes the work.

Read this step
Customer confirmationResolved
Dami · Customer

I can sign in now. Thank you.

The loop is closed

Dami knows the result. The team has a record of the question and how it was handled.

This example shows one possible path. Your connected channels, department settings, knowledge sources and enabled AI determine how your own workspace handles a question.

The journey, explained

Support is a series of next steps.

A quick answer may be all someone needs. Another question may take a teammate, a little investigation and an update later. TruCom gives each part of that work a place, so your customer knows what is happening and your team knows what to do next.

01 / Make it easy to ask

Give customers a clear way to reach you.

Help should be easy to find at the moment someone needs it. With live chat on your website, a visitor can ask a question while they are looking at your product, signing in or working through a problem.

If your customers already message you elsewhere, you can connect the supported messaging channels to TruCom. Those conversations reach your team’s inbox with their channel identified. Start with the channels you can look after well, then add others as your team is ready.

In Dami’s case

The sign-in page has a chat widget. Dami opens it and explains the problem, instead of searching for another way to contact the business.

02 / Give the team context

Bring the question into a shared inbox.

The shared inbox is where your team works through customer conversations. The message, its source and the details available for that conversation sit together, giving a teammate somewhere useful to begin.

Departments help you organise who handles which questions. Assignment makes responsibility visible; internal notes let a teammate leave context for another person without sending it to the customer. When work moves between people, the conversation history helps the next teammate pick it up.

You can also use automations to carry out routine actions when their triggers and conditions match. You choose the rules. That might help organise an incoming question, while your team stays responsible for the response and the outcome.

03 / Start with what you know

Make your knowledge useful in the moment.

Your help content is where you explain how your business works: getting started, solving common problems, understanding a policy or finding the next step. A knowledge base gives customers a way to look for those answers themselves and gives your team something consistent to share.

When you enable the AI support agent for a connection, it can use the knowledge sources you make available to answer customer questions. The quality of that content matters. Clear, current instructions give it a better foundation than a collection of vague or outdated pages.

In Dami’s case

The AI explains the reset steps from the business’s help article. When those steps do not resolve the problem, Dami asks for a teammate. The conversation can continue with a person.

You decide where AI is enabled and which sources it can use. AI availability and usage depend on your workspace’s plan, settings and credits. In this example, the AI draws on the sign-in article. Investigating the account and helping restore access remain the team’s responsibility.

04 / Keep a person within reach

Let a teammate take it from here.

Some questions need judgement, investigation or a person who can make a decision. A customer should have a way to reach your team when the answer they have received is not enough.

When Amina picks up Dami’s conversation, she can read the messages and see the steps already suggested. She can ask a more useful next question rather than making Dami repeat the story.

Agent Copilot supports the teammate on the other side of that conversation. It can help prepare a reply, but the teammate reviews the wording and decides what to send. The AI support agent answers customers where you enable it; Copilot helps your people do their work.

05 / Follow through

Give longer issues room to be worked on.

A chat is useful for understanding a problem. It is not always where the problem gets solved. If a question needs investigation or a later update, a ticket gives that work a record your team can follow.

A teammate can create a ticket from the conversation, keep the two linked and assign the follow-up. Your team can track its status and add the information needed to move it forward.

The Support Centre gives customers a place to submit requests and return to their tickets. It brings help content and a route to your team into a customer-facing space, so people have somewhere to check back after the first exchange.

In Dami’s case

Amina records the account-access issue, takes responsibility for the investigation and explains where the next update will appear. Dami knows that the question is still being worked on.

06 / Make the outcome clear

Finish with an answer people understand.

Resolution is more than changing a status. Tell the customer what has happened, what they need to do and whether anything is still outstanding. Then update the conversation or ticket so the team’s record reflects the outcome.

In this example, Dami confirms they can sign in after the team’s investigation. Amina records the result and closes the work. If the issue reveals a gap in the help article, the team can revise it so the next customer has clearer instructions.

That is the connection TruCom is built around: the question, the knowledge that helps answer it, the people responsible and the work needed to see it through.

Beyond a single question

Some answers belong in public.

Not every customer should have to open a conversation to find out what is happening. TruCom also gives you ways to share answers, explain service issues and keep people involved in what comes next.

Help people help themselves

Publish the answers people ask for.

Use your knowledge base for instructions, policies and common questions. Keep it up to date as your business changes.

Explore the knowledge base
Explain a wider service issue

Give customers one place to check.

Monitoring helps your team notice service problems. Status pages and incident updates help you explain the impact and progress to customers.

Status & Monitoring
Keep feedback in the picture

Show what happens to a request.

Collect feature requests, let customers add their support and use your roadmap to make the progress of an idea visible.

Feature Requests & Roadmap
Put the pieces together

Try the journey with your own team.

You do not need to connect everything at once. Start with one customer path, make sure it works from both sides, then build from there.

  1. Choose a first channel and who will answer.

    Add your website chat or connect a messaging channel. Check its department and make sure the right teammates have access.

  2. Prepare one useful answer.

    Write a help article for a question your customers often ask. If you enable AI, check that it can use the intended content.

  3. Ask a question as a customer.

    Send a message, read the response and ask for a person. Have a teammate pick it up and check the history they can see.

  4. Test the follow-up as well.

    Create a linked ticket, check the customer’s route back to it, post an update and close the loop with a clear result.

The useful test is simple: can your customer understand the next step, and can your team see who is taking it?

Your next step

Start with a question
you know well.

Build a support path around it, from the way a customer reaches you to the answer they leave with.