How it works

One flow, from question to deal.

The question comes in where it comes in. The answer is drawn from your own systems, with the source. Then it goes on to a quote, an order, a ticket or the right person. Here is how it fits together, and what happens when there is no answer.

Book 30 min We show you what it can look like on your own systems.

Your siteEmailTeams and chatCustomer portalMeetingsAn event in your systems

Saga answers, writes drafts, hands over

FOUNDATION your products, systems and documents, structured

Your ERPYour CRMSharePointProduct registerDocuments and files

OUT

Answer with sourceQuoteOrderTicketRight person

01 / 08 · The question in

Where the question comes in.

Customers and colleagues ask where they already are. And sometimes it is not a question but an event in your systems that starts the flow. Same Saga, same Foundation.

Web chat

For your customers, on your site, around the clock. Answers product questions and leads to a quote request.

More about the web chat

Internal chat

For your colleagues, in the chat, in Teams or by email. Answers from your own knowledge in seconds.

More about the internal chat

Customer email and tickets

The customer’s email becomes a ticket with a ready draft. The salesperson approves.

More about customer email and tickets

Customer portal

For logged-in customers: their own orders, machines, spare parts and tickets, without calling.

More about the customer portal

An event in your systems

A changed delivery, a new order or an agreement about to expire can start the flow. Saga writes the email to the customer, you approve.

More about tickets and flows

02 / 08 · The Foundation

Your data is there. It is just scattered.

The same pressure transmitter has three different names in three systems. And nobody knows for sure which datasheet applies.

Your ERP12,400 items

Product register9,800 products

SharePoint38,000 files

Your CRM3,100 customers

Documents and files6,200 PDFs and drawings

4471-BYour ERP

TG-4471BProduct register

Pressure transmitter 0-16 bar rev CSharePoint

Datasheet, edition 2 SharePoint

Price and stock Your ERP 9 in stock

Part of pump P-200 Your ERP

Drawing R-4471 Documents and files

Bought by 14 customers Your CRM

Predecessor 4471-A Product register

Product 4471-BPressure transmitter, 0 to 16 bar

G1/40 to 16 bar4 to 20 mACompressed air

Built for your environment

SharePoint

Teams

Copilot

ChatGPT

Claude

03 / 08 · Answer, or onwards

The answer becomes
what the next step needs.

Most questions just get an answer, with the source, and that is enough.

Answer

Usually that is enough. The question is answered with the source, and logged to the customer record if it is a customer.

Quote or order

The draft is ready with the right product, stock and contract price. The salesperson approves, and the order is placed in your ERP once the customer has said yes.

Ticket

When the question needs following up, it becomes a ticket, logged to the customer record, with the person who owns it.

The right person

If there is no answer, Saga says so and hands over, with what has already been gathered.

EXAMPLE 07:57 · QUESTION ON THE SITE 07:57 · ANSWER WITH SOURCE 08:01 · QUOTE APPROVED AND SENT

Your rules in plain text. You decide what goes out straight away and what you approve first. The rules are yours, and we set them together.

04 / 08 · Everything logged

The contact,
the question and the answer, logged on the customer.

All contacts, customers and products are in the Gaide app, and every question, answer, quote and ticket is logged there. If you have a CRM, we sync with it. If you don’t, Gaide works as yours.

Contacts, customers and products.

The register sits in the Gaide app and syncs with your systems.

Activities logged.

Question, answer, quote and ticket on the right customer, without anyone typing it in.

A CRM for those without one.

Many have no CRM. Then this is yours, from day one.

05 / 08 · Safe all the way

Safe all the way.

More about security

Stored in Sweden Data is stored in Stockholm. All processing happens within the EU.

You own your data Everything you upload is yours. You get it out whenever you want.

Never trains public AI Your data is never used to train public AI.

No lock-in A fixed monthly price for what you run. All your people and all support included.

In your own infrastructure. You can also run Gaide in your own environment. Then the data never leaves your infrastructure. Get in touch

06 / 08 · Getting started

Live in days.

No project on your side. We listen to how you work, set up the flows for you and are live in days.

A 30-minute call.

You tell us how the questions come in and where they get stuck. We show you what it can look like at your company.

We set up the flows for you.

Trained on your data, set up for how you work. We train it further together on your real questions.

Live, and we stay with you all the way.

We follow up every month, keep training and take on the next process when you are ready.

The parts and what they cost

07 / 08 · Book

See what it would look like with your data.

30 minutes with Martin. You tell us where the questions pile up, we show you what it can look like on your own systems.

Martin Helgesson
Chief Commercial Officer (CCO)

[email protected] +46 (0)10 138 50 27

Pick a time in Martin’s calendar

08 / 08 · Frequently asked questions

Do we have to clean up our data first?

No. That is the work we do. Old PDFs, spreadsheets and email threads are the normal state. The Foundation is laid with what you have.

How long does it take before we are live?

The first part is live in days. We do the connections to your ERP when you want, and you get a timeline before we start.

What happens when our systems change?

We monitor the connections and adjust them. New products, prices and documents land in the right place as they come in.

Who owns the Foundation?

You. It is your data, structured. It is stored in Stockholm, all processing happens within the EU, and you can get everything out whenever you want.

See more questions and answers