Helpstream Interactive Checklists

The easy-to-follow Helpstream Interactive Checklists guide people step-by-step through solution instructions while automatically tracking their progress. They let agents turn practically any set of instructions into a self-service activity that can be performed by people of any experience level.

Customers can initiate Interactive Checklists on their own or checklists can be assigned by your agents and tracked as they are opened and completed. Customers can ask for help if they get stuck while following the procedure, and agents can step in and assist without having to start all over from scratch.

This patent-pending Helpstream technology turns self service into a highly collaborative, guided experience for the customer while ensuring complete visibility into the problem resolution process. You no longer need to guess where in the process customers have difficulties. And checklist content is kept up-to-date via integrated end user feedback mechanisms and advanced version control features.