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Bell Staff Assistant
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Welcome β€” here's what's happening at Bell Conveyancing

πŸ“ Recent Activity

πŸ” Knowledge Gaps

πŸŽ“ Training Progress

πŸ‘‹ How to use Bell Staff Assistant
Everything in one place β€” click any section in the sidebar to get started
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Ask a Question
Type any question about Bell procedures, PEXA, solicitors, banks or clients. Get an instant answer powered by AI.
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Draft Generator
Describe what you need to write β€” a client email, letter to a solicitor, agent update β€” and AI writes it for you.
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Training Hub
KB adds Bell procedures here. Read them, mark them done, or ask the bot to train or quiz you on any topic.
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Knowledge Bank
Add what you know β€” solicitor quirks, bank discharge links, PEXA tips, client scripts. The whole team benefits.
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Best Practice Vote
When KB proposes a new standard, vote here. A 66%+ majority turns it into an official Bell best practice.
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New Starter Checklist
Your personal onboarding path. Tick off each step as you complete it β€” your progress saves automatically.
Common questions β€” click any for an instant answer
Enter to send Β· Shift+Enter for new line Β· Urgent matters β€” always escalate to KB
βœ‰οΈ Draft Generator

Describe what you need to communicate and Claude will write a ready-to-send Bell-style draft β€” client emails, letters to solicitors, agent updates, internal messages, and more.

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What do you need to write?

The more detail you give, the better the draft

πŸ“§ Client Email πŸ“„ Client Letter βš–οΈ Email to Solicitor 🏘️ Email to Agent πŸ‘₯ Internal
Professional & warm Formal Urgent Reassuring
Writing your draft…
πŸŽ“ Training Hub

Add Bell Conveyancing's procedures β€” written docs, Loom transcripts, email templates, or policies. Claude structures them and the bot treats them as the official Bell way of doing things.

Reading progress0%
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What type of content are you adding?

Choose so Claude knows how to structure it

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Written Procedure
Step-by-step process you've documented
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Loom Transcript
Paste the raw transcript β€” messy is fine
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Email / Client Script
Template or script for communications
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Policy / Standard
A Bell standard, rule, or expectation
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Word Document
Upload a .docx file β€” Claude will read and process it
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Paste your content

Don't worry about formatting β€” paste it exactly as is

Claude is reading and structuring your content as a Bell training document…

Training Library (0)

πŸ“š Knowledge Bank

Staff-discovered intelligence β€” solicitor quirks, bank discharge links, PEXA tips, council contacts, client scripts. Add it once, the whole team benefits forever.

βž• Add to Knowledge Bank

✏️ Blank βš–οΈ Solicitor 🏦 Bank πŸ–₯ PEXA Tip πŸ“ž Contact πŸ“‹ Process πŸ’¬ Client Script πŸ”¦ War Story
πŸ–₯ PEXA βš–οΈ Solicitors 🏦 Banks πŸ“‹ Processes πŸ“ž Contacts πŸ’¬ Clients πŸ”— Links πŸ“Œ Other

Knowledge Bank (0)

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⏳ Pending Approval

Entries submitted by staff waiting for KB to review and approve. Once approved they go live in the Knowledge Bank instantly.

πŸ—³οΈ Best Practice Vote

KB has proposed an idea for a Bell best practice. Read the proposal below and cast your vote. Results are tallied in real time β€” a two-thirds majority (66%+) is required to pass.

⭐ Bell Best Practices

These are the team-voted standards for how we do things at Bell Conveyancing. Each one passed with a two-thirds majority vote. They apply to all staff.

πŸ“– Jargon Guide

Conveyancing terms explained in plain English. KB can add Bell-specific definitions.

πŸ’¬ Client Scripts

Ready-to-use scripts for common situations. Click any to expand and copy.

All 😀 Unhappy Client 🏦 Chasing Bank ⏳ Explaining Delays 🏠 First Home Buyer πŸ“… Settlement Day πŸ’¬ General
⚑ Quick Reference Cards

Auto-generated one-page summaries from your Training Hub procedures. Select a procedure to generate a printable reference card.

πŸ“ž Team Contacts

Bell Conveyancing team directory. KB manages this list.

All 🍊 Orange πŸ”οΈ Bathurst 🏠 Remote 🌐 External
πŸ” KB Admin β€” Best Practice Voting

Only visible to KB. Create new proposals, monitor live votes, close results, and publish passing best practices to the team library.

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Create New Proposal

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All Votes β€” Live Results