Tool selection
Guidance at the point of work
Teachy observes the live task and directs people to the appropriate system — a licensed model for drafting, a spreadsheet function for analysis, or your internal assistant for anything sensitive — with a prompt that fits policy.
- 01 Locate the opportunity in the pipeline
- 02 Record call notes in the required fields
- 03 Submit the finance approval request
Coach: This control routes the request to Finance. Confirm the amount before submitting.