WORKSPACEAvailable
Support Assistant
Answers approved support questions and offers a governed route when human support is available.
Boundary: Access is limited to the approved role, knowledge, and route for this workspace.
Open Support →GOVERNED AI WORKSPACE
Helpful conversations.
Clear operational boundaries.
Planwell brings approved support knowledge, sales assistance, and controlled routing into one practical workspace.
Do not share passwords or payment details in chat.
WORKSPACE OVERVIEW
Choose the right controlled experience.
WORKSPACEAvailable
Sales Assistant
Provides approved sales information and carefully scoped sales conversations.
Boundary: Access is limited to the approved role, knowledge, and route for this workspace.
Open Sales →WORKSPACEAdmin
Front Desk Routes
Lets authorised administrators manage test-only web-chat routing destinations.
Boundary: Access is limited to the approved role, knowledge, and route for this workspace.
Manage routes →BUILT FOR CONTROL
Useful when it is allowed. Clear when it is not.
Approved knowledge
Responses are based on the information available to the assigned workspace.
Role-aware access
Support users and Front Desk administrators use their appropriate sign-in permissions.
Test-focused routing
Front Desk routing remains within the configured test-only web-chat environment.