Scenario | Recommended response |
|---|---|
“I purchased units but they don't appear in Audit Intelligence.” | Advise the firm to wait 24–48 hours and verify the order was processed with their sales representative. |
“I can't use Analyze.” | Verify the firm has an active Engagement Manager license and a non-zero unit balance. |
“The units expired.” | Explain the use-it-or-lose-it expiration policy and direct the firm to their sales representative to purchase new units. |
“I want to cancel.” | Transfer the inquiry to Customer Service or direct the firm to their sales representative. |