SureSteps
SureSteps is an AI-powered platform designed to streamline the creation of intelligent guides for customers and employees. It delivers consistent procedures acr...
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What is SureSteps?
SureSteps is an AI-powered platform that transforms scattered documentation into interactive mobile guides and copilots for frontline workers and customer support. It unifies operations knowledge buried in dense documents and systems into personalized, step-by-step workflows that work across all devices. The platform delivers OEM and company-specific interactive instructions integrated directly into existing apps like CRM, ERP, CMMS, or web portals.
Key features include a drag-and-drop editor for building guides with text, video, and images in minutes; AI assistance trained on your team's data and OEM standards; live collaboration tools for capturing field data and communicating with peers; analytics showing progress through guides, success rates, and points of difficulty; and automated admin tasks that keep teams focused on their jobs. The platform supports interactive procedures where users can mark progress, take notes, and request help at any step.
SureSteps is built for frontline workers in HVAC, energy, utilities, and telecom industries. It serves field enablement teams needing digital work standards, customer experience teams wanting instant answers and seamless troubleshooting, and warranty/RMA teams looking to de-risk returns and claims. The tool is ideal for companies modernizing field operations knowledge, support teams bridging self-service to human interaction, and organizations with scattered operations knowledge across multiple systems.
SureSteps pricing
Pricing model: Freemium
Free tier: $0/month with 2 users, 2 workspaces, author 5 procedures, 100 running procedures, no credit card required. Pro plan: $10/user/month billed annually (save $60 vs monthly), includes 5 users, 10 workspaces, author 100 procedures, 1000 running procedures. Enterprise plan: Custom pricing for larger teams with custom number of users, workspaces, procedures, and running procs. Free tier includes 1 editor/creator, 1 workspace, 3 procedures, 10 active instances, live agent support, 10 AI chat responses, 500MB storage, and analytics access.
SureSteps pros
- Transforms static documentation into interactive guides
- AI trained on your team's data and OEM standards
- Drag-and-drop editor builds guides in minutes
- Works across all devices with mobile copilot
- Integrates with CRM, ERP, CMMS, and web portals
- Live collaboration with real-time peer communication
- Analytics show success rates and points of difficulty
- Automates back-office tasks in flow of work
- Users can mark progress and take notes per step
- Seamless transition from self-service to human support
- Pre-built library of OEM data and workflow templates
- Deploy interactive workflows in days, not months
- Identifies improvement opportunities from user engagement
- No credit card required for free tier
- Private communication channel with support at each step
SureSteps cons
- Free tier limited to 2 users and 5 procedures
- Pro plan may be too basic for large departments
- Enterprise pricing is custom (not transparent)
- 14-day trial required to explore features before paid
- Limited to specific industries (HVAC, energy, utilities, telecom)
- Requires connecting to existing knowledge bases
- AI chat responses limited to 10 on free tier
- Storage limited to 500MB on free tier
Frequently asked questions about SureSteps
What is SureSteps?
SureSteps is an AI-powered platform that turns scattered documentation into interactive guides and mobile copilots. It unifies operations knowledge into personalized workflows for service teams and customers across every product and scenario, allowing seamless transition from self-service to human support.
How do I create interactive guides with SureSteps?
Use the drag-and-drop editor to build guides using text, video, and images in minutes. You can create instruction flows that change based on user interaction. Upload documents into the AI model to teach it about your products, then deploy interactive personalized workflows in days, not months.
What industries does SureSteps support?
SureSteps is built for frontline workers in HVAC, energy, utilities, and telecom industries. It serves teams keeping the world running by modernizing field operations knowledge and delivering OEM-specific interactive instructions.
How does AI work in SureSteps?
AI is trained on your team's data and reinforced with OEM and industry standards. Users can ask AI for solutions to problems, authors can ask AI for creating step-by-step instructions, and support staff can use AI to generate responses. AI gets exact context from where users are in guides for precise answers.
Can SureSteps integrate with my existing systems?
Yes, SureSteps connects to any existing application including CRM, ERP, CMMS, or web portals. It uses pre-built library of OEM data and workflow templates to integrate with existing knowledge. You can embed, integrate, or share SureSteps as a standalone operational hub.
What analytics does SureSteps provide?
Analytics show progress through guides, success rates, points of difficulty, and feedback from users. You can see how effective guides are and how intuitive products are, identifying if products fall short in areas where customers need guides most. SureSteps identifies improvement opportunities based on common questions and process trends.
How does live collaboration work?
Users can visually capture referenceable field data and collaborate with peers in real time. As users work through steps on a SureSteps procedure, they can ask AI or interact with the support team when running into issues. Support has visibility about where the user is and can provide accurate answers.
What is the free tier limit?
The free tier includes 2 users, 2 workspaces, author 5 procedures, 100 running procedures, 10 AI chat responses, 500MB storage, live agent support, and analytics access. No credit card is required to try out SureSteps.
Can users pause and resume procedures?
Yes, users have the flexibility to pause and resume procedures right where they left off, empowering them to manage tasks at their own pace. A private communication channel with support ensures help is always informed and ready to assist at the exact step where guidance is needed.
How does SureSteps help with warranty and returns?
SureSteps de-risks returns and claims by delivering end-to-end digital work standards for field workforce. It integrates procedures directly into knowledge bases and works with ticketing systems to send automatic alerts, bridging the gap between problem resolution and knowledge management.