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Intermediate Certificate on pass

AwraIQ, Help Center, and Customer Success

Use public knowledge, AwraIQ, help docs, support handoffs, and success reviews to turn customer questions into learning loops.

3 lessons 40 min 5-question assessment 70% to pass

What you’ll learn

  • Understand how public pages, help docs, glossary, and Academy support discovery
  • Use AwraIQ as guided support, not a replacement for ownership
  • Turn repeated questions into docs, courses, and product signals
  • Run customer success reviews using evidence from real operations

Course content

3 lessons · 40 min of reading
01
Lesson 1 of 3 Reading 12 min

The public knowledge system

Public support is not only a help page. AWRA has public docs, help center articles, glossary entries, Academy courses, release notes, roadmap pages, tools, industry pages, and assistant knowledge that all help users learn before they need a ticket.

The practical goal is simple: when a buyer, partner, vendor, or user asks a common question, the answer should be findable, current, and linked to the next useful action.

In practice, follow one question through the system. A finance lead searches the help center for “VAT return”. The search reads one public knowledge index built from help articles, blog posts, public pages and Academy courses, so the answer can come from whichever explains it best: the help article gives the steps, the glossary defines a term like input tax, and the Academy course teaches the routine and ends in an assessment with a certificate anyone can verify by its code. AwraIQ, the assistant on the public site, answers from the same knowledge. If the same question keeps arriving and the answer is thin, that is the signal to improve the article or course, not to answer it by hand again.

Knowledge loop

1

Question appears

Chat, ticket, sales call, partner request, or search query.

2

Answer is delivered

AwraIQ, Help Center, Academy, docs, or human support.

3

Gap is captured

Repeated confusion becomes a content or product improvement signal.

4

Knowledge is updated

Article, course, glossary, release note, or onboarding material improves.

Key takeaways

  • Help articles, the glossary, Academy courses and public pages feed one searchable knowledge index.
  • AwraIQ answers from the same knowledge, so improving an article improves the assistant too.
  • Every common question should lead to a current answer and a next useful action.
  • A question that keeps coming back is a content gap to fix, not a ticket to answer again.
02
Lesson 2 of 3 Lab 14 min

AwraIQ handoff discipline

AwraIQ should guide, qualify, and route. It can answer public questions, summarize next steps, point users to docs, and hand off when a person needs to act.

The handoff matters most. A user should not repeat everything when the assistant has already collected the page, module, error, expectation, and contact context.

In practice, when a visitor asks AwraIQ something it should not settle alone, such as a security questionnaire, a migration estimate or an account problem, they use Send AWRA a message. The handoff records a topic (pricing, demo, migration, security, enterprise, support, integration or general), an urgency from low to urgent, the page they were on, and the assistant’s intent, confidence and reason for handing off, with the last twelve messages of the conversation attached. While a representative is online, live chat sits above that form, and a website chat shows the representative the visitor’s recent AwraIQ messages as well. If nobody accepts within about three minutes, the chat is marked missed and goes to the support inbox, and the reply comes by email. Either way, the person explains once.

Handoff table

Question type Best first response Escalate when
How do I use this feature? Help article or Academy course The article is missing or unclear
Can AWRA support my industry? Industry page, playbook, or demo path The workflow needs solution design
Something failed Troubleshooting steps and ticket capture Record-specific access is needed
Pricing or plan fit Pricing page or calculator Commercial negotiation is needed
Security or compliance Trust center and compliance docs A formal review or document is requested

Key takeaways

  • AwraIQ guides, qualifies and routes; a person owns anything that needs record access, commercial terms or a formal review.
  • A handoff carries topic, urgency, source page, the assistant’s reasoning and the recent transcript, so nobody repeats themselves.
  • Live chat appears only while a representative is online; a missed chat goes to the support inbox and is answered by email.
  • Match the first response to the question type: article, industry page, troubleshooting, pricing or trust documents.
03
Lesson 3 of 3 Practice 14 min

Customer success as operational coaching

Customer success is not just checking whether people logged in. It is helping the customer reach operational maturity: cleaner data, fewer stock surprises, faster approvals, better cash visibility, and stronger reporting trust.

The best success review uses real signals: adoption by module, open exceptions, report usage, overdue workflows, support themes, and the next Academy courses the team should complete.

In practice, a quarterly success review can be built from screens the customer already has. The Admin Command Center shows setup progress, incomplete controls such as admins without multi-factor authentication, and stale configuration. Automation Insights shows the workflow success rate, failing workflows and overdue workflow tasks, and each module’s Overview shows its own exceptions. Pick the two or three signals that matter most to this customer, agree one behaviour to change by the next review, for example closing the month through the checklist rather than around it, and name the Academy course the responsible people should complete before then.

Success review signals

Usage

Adoption

Are core workflows happening inside AWRA?

Risk

Exceptions

Which alerts or stuck approvals still repeat?

Learning

Enablement

Which course closes the next skill gap?

Key takeaways

  • Repeated questions should improve docs, Academy, or product flow.
  • A support handoff should include context, not just a complaint.
  • Success reviews should point to the next behavior to improve.
  • Build the review from the Admin Command Center, Automation Insights and module overviews rather than from opinion.

Finished the material?

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