All industries

Industry playbook

General Business

Typical request

What is our refund policy for annual subscriptions?

How it runs in Not Only Office

  1. 1

    Ask in Chat

    Staff types the question and selects Fast or Agent mode.

  2. 2

    Retrieve policy

    AI searches approved policies in Knowledge — not the open web.

  3. 3

    Cited answer

    Response includes numbered sources pointing to the exact policy section.

  4. 4

    Escalate if needed

    Unclear cases route to a guided task for ops or legal review.

  5. 5

    Reuse

    Approved answer can be copied into support tickets or customer replies.

Pre-built playbook — sign up and run this workflow on your own documents and meetings.