FRAMER


Intranet Demo Flow
833-201-6313

Smart Action IVA

DEMO: Hello! How can I help you today?
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USER: I need information on EXPENSE REIMBURSEMENT POLICIES.

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DEMO: Expense reimbursement at TS Elliot covers travel, meals, and miscellaneous workplace expenses. Would you like a comprehensive guide emailed to you, or do you need help submitting a specific expense report?”

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USER: YEAH. Can you send me the comprehensive guide and also tell me how to submit an expense report for a business trip?

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DEMO: I’m emailing you the comprehensive guide now. To submit an expense report, you’ll need to log into the TS Elliot intranet portal, navigate to the 'Expense Submission' section under ‘Financial Tools,’ and fill out the required form. You will need to attach all relevant receipts as PDF files. Would you like a walkthrough of these steps right now?

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USER: YES, please guide me through the steps.

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DEMO: Sure, let's start. After you log in, select ‘Financial Tools’ from the main menu, then click on ‘Expense Submission’. You’ll see a form asking for the date, nature of the expense, and the total amount. Fill these fields, upload your receipts, and submit. Do you have the receipts ready to upload, or do you need assistance with another aspect?

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USER: I’ll need to scan some receipts. Can you REMIND ME where to upload this later?

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DEMO: Absolutely, I can send you a reminder tomorrow or later if you prefer. When would you like to receive the reminder?

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USER: Please send that to me NOW?

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DEMO: Great, I've set a reminder for you to upload your receipts tomorrow morning. Anything else you'd like to know or another task to handle?

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USER: THAT'S ALL for now, thanks!

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DEMO: Great. Feel free to call or text us if you have more questions. Have a great day!
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