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PMI
Stand Strong Fencing
STOR-X
Up Closets
Fuzz Wax Bar
Bumble Bee Blinds
Wisdom Senior Care
The DRIPBaR
New Creations
Athletic Republic
The UPS Store
Sport Clips
Fastest Labs
Aqua-Tots Swim School
DivaDance
HorsePower Brands
Oasis Senior Advisors
EverLine Coatings and Services
CEFA Early Learning
QC Kinetix
WSI
Real Property Management
Spray-Net
Modern PurAir
Zoom Drain
Heights Wellness Retreat
Home Helpers Home Care
Art of Drawers
Blingle
Cabinet IQ
Corporate Cleaning Group
Egg Bred
Fresh Burger
Gatsby Glass
GoPainting
Gotcha Covered
GradePower Learning
Groovy Hues
Heroes Lawn Care
Home Clean Heroes
Home Run Franchises
iFOAM
MAX Strength Fitness
Mighty Dog Roofing
Nani's Gelato
NEXTAFF
Oxford Learning
PMI
Stand Strong Fencing
STOR-X
Up Closets
Fuzz Wax Bar

Self-serve doesn’t work when it looks like this.

The refund policy is a PDF on SharePoint. The update that changed it went out in a newsletter. The walkthrough lives in a training video, the exception came up on a call recording, and two versions of the checklist disagree.

So franchisees do the reasonable thing: they text their coach. The coach becomes the search engine for their locations, and the answer drifts a little every time it’s retold.

what’s our refund window?6 RESULTS
refund-policy-v4.pdfSharePoint · uploaded 2024V4
refund-policy-v2.pdfEmail attachment · still circulatingCONFLICTS
“Policy update” newsletterEmail · March 12UNREAD
Refunds walkthrough, 14:20Training videoUNSEARCHABLE
The exception, discussed onceCall recordingUNSEARCHABLE
Intranet pageLast edited 2023STALE

9:41pm, to the coach: “what’s our refund window again?”

Send a message from any preferred channels you already have open.

The answer comes back in seconds, in plain language, with the links and resources behind it. When your material doesn’t cover the question, it goes to the exact right person with the conversation attached.

SMSEmailSlackMS TeamsGoogle ChatWeb AppMobileChromeIntranet
And wherever your network talks next. Channels are added, not rebuilt.
1:40PM · MS TEAMS

Can I comp a service for a complaint without approval?

Yes, up to $50, once per customer per quarter. Log it under service recovery at close.
service-recovery-policy.pdfcomp-limits · §26s
No approved answer for a question? It becomes a ticket for the right person, with the full thread attached. Nothing is re-explained.

Access controlled to each role, each unit, each person.

Role and location decide what comes back. Nobody sees a number they shouldn’t.

Shift leadStore #118 · 9:14am

Can I run the summer promo alongside the loyalty offer?

No. Promotions don’t stack with loyalty redemptions. Apply the higher of the two and note it at close.
summer-promo-guide.pdfloyalty-policy.pdf6s
Gets the rule. No margin data, no other locations.
District managerWest territory · 12 locations · 9:14am

Can I run the summer promo alongside the loyalty offer?

No, they don’t stack. Apply the higher of the two.

Across your 12 locations, stacking would cost about 4 points of margin on affected tickets. Three stores have applied it in error this month.
summer-promo-guide.pdfmargin-by-location6s
Same question, same second. Gets the rule and what it’s costing.

Only your trusted and approved sources, across your tech stack, your data, and beyond.

Any format, wherever it already lives. Nothing migrates, and every answer names the document it came from.

Reads live from250+ integrations. See what connects
SOPs, playbooks, and brand standardsbrand-standards-2026.pdfSharePoint · V11 · CURRENT
Training material and certification contentnew-hire-week-one.docxTrainual · V7 · CURRENT
Videos, call recordings, and newslettersrefunds-walkthrough.mp4Transcribed · SEARCHABLE
Approved FAQs and past resolved ticketsticket #4471Resolved · APPROVED BY HQ
Connected systems, where permittedToast · QuickBooksRead-only · AT THE SOURCE
WON’T DO
Answer from general internet knowledgeGuess when your material doesn’t cover it: it opens a ticket insteadSurface a document a person’s role doesn’t permitServe a superseded version of a policyUse your content to train a modelAnswer from general internet knowledgeGuess when your material doesn’t cover it: it opens a ticket insteadSurface a document a person’s role doesn’t permitServe a superseded version of a policyUse your content to train a model

Every question comes back to you as a recommendation.

You see what your network is asking, what your content answered well, and where the next opportunity is: the scenario your policy skips, the page that’s a version behind, the topic nobody has written yet.

Most brands find out about a gap when a location gets it wrong. This report shows it while it’s still a fix, not an incident.

THIS MONTH · 214 LOCATIONS · WHAT TO DO NEXT
Asked 340×Refund edge cases Add the two scenarios the policy skips
Asked 210×New-hire first week Refresh, material is two versions old
Asked 190×Promo stacking rules Answering cleanly, leave it as is
Asked 84×Lease renewal terms No content exists yet, write it once

When your material doesn’t cover it, your team does.

Below the confidence threshold you set, the question becomes a ticket in the built-in ticketing platform, routed to the right person with the conversation, the sources checked, and the location’s context already attached.

Refund outside the 14-day windowRESOLVED · 34 MINStore #087 · Opened 2:14pm · Routed to Dana R.
QUESTIONCustomer wants a refund outside the 14-day window. They’re a 6-year member. What are my options?
WHY IT STOPPEDConfidence below threshold. Policy covers the window, not the tenure exception.
ATTACHEDFull conversation, including the two follow-ups
Sources checked: refund-policy-v4.pdf, membership-terms.pdf
Store #087, 6-year member, $2,400 lifetime value
Owner’s approval limit and this month’s exception count
AFTERResolution approved by HQ and added to the policy. Asked 11 more times since. Answered in 6 seconds each time.
Nothing is re-explainedThe person picking it up doesn’t ask the location to start over.
Routed to the right personBy topic, territory, and load, not into a shared inbox.
It doesn’t happen twiceThe resolution becomes approved content. The next person gets an answer.
“EZee Assist is much more than just a chatbot. It truly made universal search possible at WSI, levelling the playing field for our franchisees across geographies and languages.”
Jeffrey GrantSystems Manager, WSI WorldRead the case study

Send us the five questions you answer most.

We’ll show you what comes back, from your own material, scoped the way your network is.

Speak to an expert