🟦 The most suitable format is the guide format!

Long and complex operating modes refer to all content:

  • with a large number of steps;

  • including different solutions depending on the client's situation.

The guide format thus allows this long and complex operating mode to be broken down into several steps, allowing the advisor to solve the client's request step by step.


🧠 Tips from Mayday's Knowledge Managers

Tip #1

  • Write short and explicit step names to help the advisor navigate the breadcrumb trail!

Tip #2

  • Use the flowchart feature to get a macro view of your decision tree and identify if the path is relevant for the advisor!

Tip #3

  • Insert a suggested response at the end of the operating mode as a response template for the advisor.

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