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GuidesCommon Use Cases and Industries

Common Use Cases and Industries

Resly works across industries and use cases. Here are the most common scenarios where Resly excels.

SaaS Companies

Common Needs

  • Onboarding new users with guided walkthroughs
  • Answering product questions from documentation
  • Troubleshooting common technical issues
  • Reducing support load during product launches
  • Providing 24/7 coverage without hiring night shift

What Resly Solves

  • New user onboarding: Automated step-by-step guidance
  • Product questions: Instant answers from documentation
  • Technical support: First-level troubleshooting before escalation
  • Scaling support: Handle growth without proportional headcount increase

SaaS tip: Use chat for onboarding flows and search for technical documentation. This combination handles both new and power users effectively.


E-commerce

Common Needs

  • Order status lookups (“Where is my package?”)
  • Shipping and returns policy questions
  • Product recommendations and specifications
  • Processing refunds automatically
  • Handling high-volume seasonal traffic (Black Friday, holidays)

What Resly Solves

  • Order tracking: Automated order lookup integration
  • Policy questions: Instant answers from your return/shipping policies
  • Refund automation: Process refunds with approval workflows
  • Seasonal scaling: Handle traffic spikes without temporary staff

Example Setup

// E-commerce widget config window.fw('init', { primaryColor: '#007BFF', quickReplies: 'Track Order, Returns, Shipping', // Connect to order management system tools: ['check_order', 'process_refund'] });

Documentation Sites

Common Needs

  • Instant search across hundreds of help articles
  • Developer documentation with code examples
  • API reference lookups
  • Version-specific answers
  • Reducing “where do I find…” support tickets

What Resly Solves

  • Fast search: Sub-second lookups across all documentation
  • Semantic understanding: Finds answers even with different phrasing
  • Code examples: Properly formatted code snippets in responses
  • Version handling: Can filter by product/API version

Documentation tip: Use search as primary interface with chat for complex questions that need conversation.


Financial Services

Common Needs

  • Account balance inquiries
  • Transaction history lookups
  • Policy and coverage questions
  • Compliance-focused answers with source citations
  • Secure, auditable customer interactions

What Resly Solves

  • Account queries: Secure integration with account systems
  • Policy information: Consistent, compliant answers
  • Audit trail: Full logging of all interactions
  • Source citations: Every answer links to official documentation

Security Features

  • Encryption at rest and in transit
  • Audit logs for compliance
  • Role-based access control
  • SOC 2 compliance (Enterprise)

Healthcare & Wellness

Common Needs

  • Appointment scheduling assistance
  • Insurance coverage questions
  • Prescription refill guidance
  • Facility and hours information

What Resly Solves

  • Appointment help: Guide patients through scheduling
  • Insurance queries: Answer coverage questions from policies
  • Facility information: Hours, locations, services available

Regulated data (PHI, HIPAA, etc.) requires additional controls and legal agreements that are not part of the default product. Contact us before handling protected health information.


Education

Common Needs

  • Course enrollment questions
  • Admissions process guidance
  • Campus resources and facilities
  • Academic calendar and deadlines
  • Student support after-hours

What Resly Solves

  • Enrollment support: Guide students through registration
  • Admissions help: Answer common admissions questions 24/7
  • Campus information: Buildings, services, resources
  • After-hours support: Students can get help anytime

Real Estate & Property Management

Common Needs

  • Tenant maintenance requests
  • Lease terms and policy questions
  • Payment and billing inquiries
  • Property amenity information
  • Viewing and application process

What Resly Solves

  • Maintenance requests: Automated ticket creation
  • Lease questions: Instant answers from lease agreements
  • Billing support: Payment information and due dates
  • Property info: Amenities, rules, contact information

ROI Calculation

Most teams see a noticeable reduction in routine tickets once their top FAQs are documented (actual impact depends on how complete your knowledge base is).

Example Impact

Current state:

  • Support team: 5 agents
  • Hours spent on routine questions: 40 hours/week
  • Cost per hour: $25
  • Monthly cost: $4,000

With Resly:

  • Routine questions automated: 70% (28 hours/week)
  • Time saved monthly: 112 hours
  • Cost saved monthly: $2,800
  • ROI: 2,8002,800 - 49 (Pro plan) = $2,751/month saved

Calculate your own ROI: (Hours saved × hourly cost) - Resly subscription = Monthly savings


Common Success Patterns

Regardless of industry, Resly excels at:

  1. Answering repetitive questions that drain your team’s time
  2. Providing instant responses when customers need them
  3. Scaling support without scaling headcount
  4. Maintaining quality and accuracy through your knowledge base
  5. Escalating seamlessly when human expertise is needed

Typical Results After 90 Days

  • Significant reduction in routine support tickets when documentation stays up to date
  • <2 second average response time
  • 90%+ customer satisfaction with AI responses
  • 24/7 coverage without night shift
  • More time for complex, high-value customer interactions

Industry-Specific Features

E-commerce Tools

  • Order lookup integration
  • Refund processing
  • Shipping tracking
  • Product recommendations

SaaS Tools

  • Account management
  • Feature usage tracking
  • Billing integration
  • Usage analytics

Financial Tools

  • Account balance checks
  • Transaction history
  • Secure authentication
  • Compliance logging

Healthcare Tools (Enterprise)

  • Appointment scheduling integration
  • Insurance verification
  • Patient portal integration
  • (Contact us before handling PHI or regulated workflows)

Getting Started by Industry

E-commerce

  1. Upload return/shipping policies
  2. Connect order management system
  3. Configure refund workflows
  4. Deploy chat widget on product and checkout pages

SaaS

  1. Upload product documentation
  2. Add API reference docs
  3. Create onboarding guides
  4. Deploy chat for support, search for docs

Documentation Sites

  1. Crawl existing documentation
  2. Organize into clear categories
  3. Configure search with instant mode
  4. Deploy search launcher prominently

Not sure how Resly fits your industry? Contact sales for a customized consultation and demo.


Next Steps

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