Your team’s playbook, one click away in the inbox.
Write your own guidelines, playbooks and policies for your team, fully customizable, and your agents open them right inside the inbox while they handle a chat. Included on every paid plan.
Free plan · No credit card required · Live in minutes
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Name the button, open it right in the inbox
Rename the launcher to fit your team, then search your guidelines and drop the right one into a reply, exactly like the shipped inbox.
Write your own guidelines, group them into categories, and your agents open them from this button while they reply. Rename it to match how your team talks.
Employee guidelines, in practice
Every agent answers in your voice and by your policy, with your guidelines a click away.
The playbook lives in the inbox
Agents search your refund policy, tone of voice and escalation steps beside the conversation, no tab switching while a customer waits.
- Searchable beside every chat
- Rename it: Playbook, Wiki, Support docs
- Owners & admins write, everyone reads
One voice, every shift
Group articles into the categories your team thinks in, and every agent, including the newest hire, answers by the same policy.
- Categories your team defines
- Read access for the whole team
- Consistent answers across shifts
Curious about Conecto?
Book a demo with our team to see Employee guidelines on your own use case — or start free and see it live in minutes.
Everything inside Employee guidelines
The full capability list — no add-ons, no per-feature upsells.
Write your own articles
Create guidelines, playbooks and policies in a rich editor: refunds, tone of voice, escalation steps, anything your team needs.
Fully customizable
Group articles into your own categories and rename the inbox button to match how your team talks, like “Playbook”, “Wiki” or “Support docs”.
Searchable in the inbox
Agents open a button right in the inbox and search your guidelines without ever leaving the conversation.
Owner and admin controlled
Only owners and admins write and edit, and every teammate can read, so your guidance stays consistent across the team.
Categories your way
Group refund policy, tone of voice and escalation steps into the structure your team actually thinks in.
Read without leaving the chat
Agents open the playbook beside the conversation, no tab switching while a customer waits.
One voice, every agent
New hires answer like veterans when the playbook is one click away from every reply.
Up and running in three simple steps
Write your guidelines
Owners and admins add articles in a rich editor and organize them into categories that fit your team.
Make it yours
Rename the inbox button to your team’s own language so it feels native to how you work.
Help agents in the moment
Agents search and read your guidelines from the inbox while they reply, so every answer stays on point.
Which plans include Employee guidelines?
Included on every paid plan: Lite, Scale and Max.
Significant things you shouldn’t miss
Light on your site
The widget is one self-contained script with no build step — your loading speed stays yours.
Hosted in Europe
Runs on Google Cloud in the EU, encrypted in transit, with billing secured by Stripe.
Free to start, forever
The Free plan is not a trial — two seats, a full widget and the core toolkit, no card required.
Why internal guidelines beat tribal knowledge
Most support teams run on tribal knowledge: the refund policy lives in someone’s head, the tone of voice in old messages. Internal guidelines turn that into a searchable playbook every agent can open right beside the conversation they are handling.
In Conecto, owners and admins write and organize the articles, everyone on the team reads them, and the inbox button is renameable to whatever your team says, Playbook, Wiki, Support docs. New hires answer like veterans from day one.
What are employee guidelines?
An internal, searchable knowledge base for your own team. Write your guidelines, playbooks and policies, and your agents read them right inside the inbox while handling a chat. It is separate from the help center your customers see.
Can I customize the employee guidelines?
Yes. Group articles into your own categories and rename the inbox button to whatever fits your team, like “Playbook”, “Wiki” or “Support docs”. Owners and admins write and edit, and everyone on the team can read.
Which plans include employee guidelines?
Employee guidelines are included on every paid plan: Lite, Scale and Max.
Every conversation, one platform. Start free.
Bring your whole team into one tool built for great conversations, live in minutes. Start on the free plan with no card, or run Lite, our AI plan, free for 14 days.
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