Your business runs on Bisbe. Bisbe learns to run it.
People. Knowledge. Work. Together.
Bring your CRM, help desk, wiki, SOPs, tasks and customer portal together. Bisbe connects the details, spots what needs attention and prepares the next steps for you to review.
Speak or type what you want to accomplish. Bisbe brings the relevant people, knowledge and work into one proposed plan.
Change the details. Hold one step. Approve what should happen next.
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Northstar needs an export before launchAn illustrated example · fictional business · nothing is sent
Follow one request ↘
Start with the outcome
“Help Northstar get ready for Friday.”
One request can reach across the business. Bisbe starts with the customer, the problem and the knowledge you already have.
Step 1 of 5
YYou In Northstar’s support conversation
“Help Avery finish the export before Friday. Give Jordan the follow-up, capture the workaround and prepare a customer update.”
↳
The request, the work and the answer stay connected. No one has to piece the story back together.
03
The tools behind the story
Inside Bisbe
A home for every part. A connection between them.
Follow the same customer through each part of Bisbe. Explore what you can do, the details you can keep and how the next step connects.
Explore the connected experience below. Illustrations use sample records.
Library · Wiki & knowledge base
Your company’s knowledge, with the thinking behind it.
Find a page, ask Bisbe or turn a useful answer into the next version. Every published answer keeps its source and the context that made it useful.
◇LibraryBisbe · your workspace
Library
Customer onboardingExport your workspace v3Account & accessSupport playbook
Proposed addition · from Support + Rooms
Large workspace exports
For workspaces over 10,000 records, choose CSV and export one date range at a time.
“The full export timed out. Monthly CSV files worked.”Source · Northstar export discussion · 3 selected messages
Customers + teamReview & release ↗
Illustrative product experience · sample records
Ask across your Library
Bisbe brings the relevant pages together, shows the sources and identifies anything the written knowledge cannot settle.
Grow knowledge from real work
Select a useful question and answer from support or chat. Bisbe carries the surrounding context into an editable page proposal.
Review the change, not the whole conversation
See what is new, open the source discussion and decide who should see the released page.
Start with what you already know
Import documents, preview the extracted pages and organize them into a manual your team and customers can use.
↳A support answer becomes an approved page. The same knowledge can then answer the next question, guide a job and teach a teammate.
SOPs · Your operating manual
Your way of working becomes something the team can follow.
Keep the steps, exceptions and decisions in a living operating manual. Bisbe connects the approved procedure to the job—and helps improve it when the work reveals a gap.
◇SOPsBisbe · your workspace
SOP · version 4Support team
Resolve a large export request
1
Check the workspace sizeOpen the customer record and confirm the export scope.
2
Follow the export procedureOver 10,000 records? Use the monthly CSV exception.
3
Confirm the customer has the filesKeep the outcome on the original support thread.
Used in · Northstar follow-upTraining · 4 people to update
Illustrative product experience · sample records
Explain it; shape the procedure
Describe how a job should be done. Bisbe prepares the steps and exceptions for you to refine and approve.
Put the right SOP beside the work
Open the procedure from the related job. Keep the instructions, responsible person and next step in the same working context.
Keep the reason for a change
Review a proposed revision alongside the customer question or team discussion that prompted it. Publish a new version to the right audience.
Keep training aligned
Build lessons from released procedures and see who needs to catch up when an important instruction changes.
↳An exception in a customer’s ticket can improve the SOP, the job checklist and the next teammate’s training—with one reviewed source.
Support · Help desk & customer threads
Resolve the ticket with the whole customer in view.
Read the customer’s question, check their account context and bring the team into the discussion. Bisbe helps prepare the reply and captures what the business should remember.
◇SupportBisbe · your workspace
Support · #1042 · Northstar
“Our export keeps timing out.”
Avery Chen · CustomerWe need the full year for our review on Friday.
Bisbe · reply draft
The team found a monthly CSV workaround. I’ve drafted the reply and Jordan’s follow-up for your review.
Review reply ↗Discuss in Rooms
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Northstar
Customer since 2024
Recorded annual value
$24,000
Open work
Export follow-up
Latest conversation
Friday review
Illustrative product experience · sample records
One customer thread
Keep the original question, replies, follow-ups and resolution together. The customer returns to their own thread in the portal.
Answer with your business knowledge
Bisbe drafts from the permitted Library. When the answer is missing or the situation needs a person, the question reaches your Queue.
Discuss the ticket in Rooms
Open a team discussion around the support subject. Check the related client’s history, account value and commitments while deciding the response.
Turn the fix into lasting knowledge
Review a Library or SOP update with the useful discussion included. Create the follow-up work without losing the ticket it came from.
↳The reply helps one customer. The reviewed knowledge helps every customer who meets the same problem.
Contacts · People, companies & CRM
Know the person. See the relationship. Act in context.
A contact belongs to a company, its conversations and the work you do together. Open the customer card from a discussion and see the history that matters to your next decision.
◇ContactsBisbe · your workspace
N
Customer account
Northstar
Avery Chen · Operations
$24,000Recorded annual value
2Open support threads
FridayNext commitment
The relationship, in order
Today · SupportLarge export request · Avery Chen
Yesterday · WorkJordan is preparing the export follow-up
Last week · Account visitTeam review due Friday · notes from Jordan
Illustrative product experience · sample records
People and company records
Keep names, roles, phone numbers and company relationships together, including the people responsible for the account.
The account behind the message
See recorded account value, visits, activity, tasks, support tickets, deals and relevant order history in the account workspace.
Create the contact while you work
Tell Bisbe “Create John Smith at Acme, 312-555-1212.” Review the editable details and save them without retyping the request into another tool.
Turn context into a useful follow-up
Link the next task, ticket or opportunity to the same account. Bisbe uses those records to prepare relevant next steps.
↳You do not have to ask the customer to repeat a story your team already has. The related record is right beside the conversation.
Work · Jobs, ownership & progress
A request becomes a plan everyone can follow.
Tell Bisbe the outcome. Review the proposed jobs, people and questions. Keep the original request, instructions and customer progress connected as the work moves forward.
◇WorkBisbe · your workspace
Work · Northstar export
Jordan · Friday
Get Northstar ready for its review.
Ready
Prepare monthly CSVs
Export SOP · version 4
Waiting
Confirm date range
Waiting on Avery’s reply
Linked support thread
Done
Check workspace size
12,400 records confirmed
Bisbe · next step ready
Avery confirmed January–December. Resume Jordan’s job and prepare the customer update.
Illustrative product experience · sample records
Prepare and assign the job
Bisbe drafts the work, responsible person and ETA. Edit the plan before approving the changes.
Make waiting useful
A blocked job says what it needs and who it is waiting on. Ask the customer from that context; their reply brings the plan back to the next step.
Keep the instructions attached
Follow the approved SOP from the job and return to the support request or customer record that explains why it exists.
See the next best move
Bisbe proposes priorities, groups related work and drafts the customer update. Review the action or delegate an explicitly bounded routine.
↳A reply is more than another message: it can unblock the job, update the team and move the customer’s request forward.
Training · Lessons from your own knowledge
Teach your business from the knowledge it actually uses.
Turn your released Library and SOPs into lessons, checks and onboarding paths. Keep learning connected to the current procedure and the real work it supports.
◇TrainingBisbe · your workspace
Onboarding · Support teammate
Help a customer finish an export.
Lesson 3 of 5
Choose the right export route
Use the workspace size to decide between a full export and monthly CSV files.
Open the source SOP ↗
Check your understanding
A customer has 12,400 records. What do you recommend?
✓ Monthly CSV files, with the date range confirmed.
Based on SOP · version 4Sam · version 3 → update needed
Illustrative product experience · sample records
Build from approved knowledge
Prepare lessons and checks from the published procedure, with a link back to the source page and version.
Give each person a path
Choose the lessons for a teammate or role and put them in the right order for onboarding or a new responsibility.
Know who is up to date
See who has read or completed the material, which version they learned and who needs to revisit a changed procedure.
Let questions improve the lesson
A learner can ask Bisbe when a step is unclear. Useful answers become proposed improvements to the same source knowledge.
↳Change a procedure once. Bisbe can show the owner which training and people are affected, instead of leaving a second manual behind.
Portals · Your customer-facing space
Your customer’s front door. Your team’s same source of truth.
Give customers a branded place to find help, ask questions and follow their own work. Your team maintains the knowledge and access from inside the same Bisbe firm.
◇PortalsBisbe · your workspace
Your customer spaceDocsMy questionsMy work
Welcome back, Avery.
Your request
Workspace export
Jordan is preparing your monthly files. Your confirmed date range is January–December.
Next update · Friday
From the published Library
Export your workspace ↗
Manage your team ↗
Account access ↗
Owner preview
These are Avery’s shared pages and request. Internal notes and other customers’ threads stay private.
Illustrative product experience · sample records
Build your branded customer space
Tell Bisbe the kind of business, choose a template and refine the colors, shared knowledge and customer entry. Preview the customer’s view before inviting anyone.
Publish once, share where it belongs
Edit and release a page in the firm’s Library. Serve its permitted version in the portal and your website’s product docs.
Keep each customer’s story together
Customers return to their own questions, replies and shared work progress. They see the updates you share, not the team’s private discussion.
Choose and change access
Invite customers, select their permitted knowledge and withdraw access when needed. Internal pages stay internal.
↳For Bisbe itself, product docs on bisbe.xyz and customer support draw from the Bisbe firm. The website and the team work from the same released pages.
Rooms · Team chat with useful outcomes
The conversation becomes part of how the business works.
Talk about a ticket, a customer or a job. When the discussion produces a useful answer, Bisbe helps carry it into the Library—with the surrounding context intact.
◇RoomsBisbe · your workspace
Rooms · Northstar export
Avery · Customer questionCan we export the whole year before Friday?
Sam · SupportMonthly CSVs worked. The workspace has 12,400 records.
Jordan · TeamAdd that exception to the export SOP so the next customer knows.
3 messages selectedPropose Library addition ↗
Beside the discussion
Northstar
Avery Chen · Operations
$24,000 recorded annual value
Support · #1042
Work · Jordan, Friday
SOP · Export v4
Illustrative product experience · sample records
Talk around the actual subject
Create or reuse a Room for a real question or piece of work. The source ticket or job stays within reach.
Bring the customer into focus
Open the related contact card to review their people, history, recorded account value and outstanding commitments alongside the chat.
Select the answer and what explains it
Choose the key question, answer and surrounding messages. Bisbe prepares a proposed page addition that preserves the reasoning and its source links.
Decide what becomes durable
Edit the proposal and send it to Library review. Private discussion does not become a public page just because it was selected.
↳The chat stays a conversation. Its useful knowledge becomes a reviewed page your business can use again.
Bisbe · Actions, insights & control
Bisbe learns the business—and helps move it forward.
Bisbe works with the knowledge, customers, conversations and processes you already keep together. It can surface the missing context and prepare the next action, not just answer a question.
◇BisbeBisbe · your workspace
Bisbe · connected insight
Three export questions. One missing instruction.
Support · 3 threadsSOP · Export v3Work · Northstar
I found the same large-workspace exception in the support discussions. Here is the plan I’ve prepared.
1
Propose the SOP updateInclude the monthly CSV rule and the source discussion.
2
First draft: Sam’s follow-upAttach the procedure and Northstar’s confirmed date range.
3
Draft the customer updateKeep internal notes out of Avery’s portal.
You, by voice or text
“Give the follow-up to Jordan. Keep the customer message as a draft.”
Plan revised: Jordan takes the follow-up. The message stays on hold. The SOP proposal and job are ready for your review.
Review & refine the plan ↗You choose what runs
Illustrative product experience · sample records
See what needs attention
Bring waiting questions, repeated issues, unreleased knowledge and stalled work into view. Use the source records to explain why something matters.
Draft across the business
Prepare the customer reply, procedure change, job and portal update as a connected plan. Keep the supporting records beside the proposed actions.
Speak or type the outcome
Ask for one change or a connected workflow. Bisbe uses the current customer, conversation and work to prepare the right set of actions, with the steps and missing details visible.
Choose how much to delegate
Review the whole plan or an individual step. Say “change the owner” or “hold the message” to revise it, then approve the actions you want. Delegate a defined routine, inspect its results and pause it whenever you choose.
↳Your business runs on Bisbe. As its knowledge grows, Bisbe can do more of the preparation and coordination—with the authority you choose.
Ideas & roadmap · Product direction
Know why you’re building it. Keep the people behind it.
A request in support can become an idea, a considered decision and delivered work. Keep the original customer evidence with it from the first discussion to the release update.
◇Ideas & roadmapBisbe · your workspace
From ticket #1042 · Northstar
Reliable exports for large workspaces
Customer · AverySupport evidenceTeam discussion
ListenThe export times out before a launch.
DecideCompare the need, impact and effort.
BuildLink the decision to the delivery work.
Close the loopPrepare an update for the people who asked.
Proposed · needs a decisionReview the evidence ↗
Illustrative product experience · sample records
Capture feedback where it happens
Turn a ticket, chat message or portal request into a proposed idea. Preserve the customer, original words and discussion as linked evidence.
Build a case, not a popularity contest
Bring related requests together. Compare affected customers, business impact, effort and strategic fit before choosing the next investment.
Separate the decision from the delivery
Keep an idea’s rationale and roadmap position alongside the tasks, owners and milestones that implement it. A suggestion is not a promise.
Remember who was waiting
When the change is ready, Bisbe prepares an update for the linked customers and the knowledge that needs revising. You review what goes out.
↳Customer feedback keeps its connection to the people, product decisions, work and knowledge it changes.
The same customer, conversation and approved knowledge stay connected as the work moves forward.
04
Your world belongs here
Start with your world. Make it yours.
A business, a practice, a creative life. Bisbe adapts the people, work, knowledge and portal around what you do.
Software teams
Your customer operation, connected.
People
Plan, account history and open requests
Work
Onboarding tasks, support follow-up and product feedback
Knowledge
Product guides, operating procedures and team training
Your portal
A customer portal for answers, requests and shared progress
The latest answer. Your request. A clear next step.
Illustrated audience views
06
More help. Still your business.
Trust grows. Your say stays.
Start with Bisbe asking before it acts. Let it earn responsibility for a specific routine. Keep the right to change your mind.
Review a proposed action, authorize a specific routine or pause it. The choice stays with you.
Try the example. These controls only change this page.
Delivery updates?
Waiting for Maria’s say.
Bisbe prepares the update. Maria approves before it goes to the customer.
↳ One approval applies to one action.
A few things you might be wondering
A little more about Bisbe.
Is this just another chatbot?+
The conversation is the doorway. Behind it are your business knowledge, SOPs, customer records, support, training, work and user portals. The aim is an answer that helps the next action happen, with the relevant source and context attached.
Does everything have to move here?+
No. Bisbe brings together the jobs that often get split across a wiki, SOP manual, help desk, task board, training hub and customer portal. Keep email, documents and specialist tools where they serve you. Bisbe is not a promise to replace every feature in every tool.
Does Bisbe write the rules of my business?+
You do. Bisbe can help turn an answer into a draft, but an authorised person approves published knowledge. Permission to send a routine update is a separate decision from permission to change your business’s rules.
Where should I start?+
Start with a question you hear all the time, then explore the knowledge and work around it. The demo needs no sign-in. Bisbe itself is in early access and opens one firm at a time, by invitation — signing in is how you say what you’d use it for.
