Published on 25 August 2026
A firm that chooses Inqom has already made a bet: automate production to give time back to advisory work. It would be a shame if that time went straight back out in searches through the documentation, or in interrupting the colleague who knows the platform.
What the assistant has already read
Inqom's public help centre had 212 articles as at 25 August 2026, which the assistant reads and resynchronises on its own. Client file setup, allocation rules, review of the accounts: the answer comes back sourced, with the link to the original article, and when the help centre says nothing, the assistant says so rather than inventing.
What your teams teach it
Your own working rules, your configuration choices, the special cases in your client files: the assistant learns them from your teams. And every answer obtained from Inqom support is consolidated into the firm's knowledge base: solved once, acquired for everyone, even after someone leaves or joins.
Between your teams and Inqom support
When the answer exists nowhere, the assistant can take over, if you decide so: it writes to support, tracks the request, follows up when needed, and brings the answer back to you. The tracking is in front of you: who asked and for which client file, how long the wait has been.
