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Guides

ResolveNow is in development. These guides explain the intended workflow, rather than steps in a live product interface.

Monitoring across systems

Connect the systems that hold the records your team relies on. Resolver is designed to check them daily or at a frequency the company sets. It looks for new issues on its own, including records that disagree or work that has stopped moving. An older issue can also be surfaced if it remains unresolved.

Reading a finding

A finding should name the affected account, explain what appears to be wrong, and show the source records behind that conclusion. Check that the records belong to the same customer and look at when each one changed. The possible revenue impact helps the owner decide how urgently to investigate.

What Resolver does

Resolver monitors and investigates without being assigned each task. When it finds an issue, it brings the explanation and evidence to the person responsible. The first version is intended to leave changes to people; approved actions in connected tools are a longer term goal.

Access to connected systems

The first integrations are planned around read access. Each customer starts with the systems needed for its use case, then adds others as needed. Resolver should be able to explain a finding without changing the underlying records.