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GuidesBy industryBy industry

By industry

Industry pages help adapt the same TeamMate patterns to the vocabulary, documents, and controls of a specific business context.

How to adapt a guide by industry

Most guides are department-first because the product workflow is usually owned by a team. To adapt one for an industry, change four things:

  • The knowledge sources the agent reads.
  • The compliance or approval rules in the agent instructions.
  • The integration and channel where work enters or leaves TeamMate.
  • The verification examples used before publishing.

Examples

Industry contextStart from
B2B SaaSSales, Customer support, and Executive guides.
Professional servicesOperations, Finance, and Cross-functional guides.
Regulated teamsIT & security, Finance, and approval-heavy patterns in By pattern.
By patternBanking & financial services