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Stop losing knowledge when people leave
Hive Author interviews your team and turns what they know into professional SOPs, policies, and flowcharts — automatically. No writing skills required.
How it works
Capture expertise before it walks out the door
Just have a conversation
Answer simple questions about how work gets done. No writing skills required.
Professional SOP generated
Hive Author turns your answers into polished, structured documentation automatically.
Flowchart included
Complex processes get visual flowcharts so teams can follow every step at a glance.
Instantly searchable
Published SOPs are indexed immediately and power your department AI agents.
Generated SOP
Client Escalation Procedure
Client Services · Generated by Hive Author
Purpose
Define the steps for escalating client issues from front-line advisors to senior management.
Procedure
- 1.Initial assessment by assigned advisor
- 2.Document issue in CRM with severity level
- 3.If unresolved within 24 hours, escalate to Team Lead
- 4.Team Lead reviews and contacts client within 4 business hours
- 5.For compliance-related issues, notify Compliance immediately
- 6.Senior Management involvement for accounts over $5M AUM
Escalation flowchart
Client issue reported
Advisor assessment
Resolved
Escalate to Team Lead
Compliance / Senior Mgmt if needed
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