Product
Gerald is your 24/7 employee, that IS a know it all. Jetdocs is your cross-functional ticketing system.
Sometimes users need a quick answer from a policy doc. Other times you need a ticket with structured workflows fetching data across your internal systems. Meet Gerald and Jetdocs—one platform for all of it.
Microsoft only
GeraldSearch SharePoint & FAQs to deflect tickets. For anything Gerald can't handle, automatically create a ticket via Jetdocs.
JetdocsStructured ticketing with workflows, approvals, and analytics. Available on web, Teams, and Slack.
The Third Pillar
Meet Gerald. Your AI-powered front door.
Gerald is the one-stop bot for every internal request. Connect your organizational knowledge through SharePoint to surface knowledgebase articles, policy documents, training materials, and department data—then route what needs action into cross-functional ticketing workflows via the Jetdocs MCP server.
Connect Your Organizational Knowledge
Hook up knowledgebases, policy documents, training materials, and department data through SharePoint—Gerald surfaces answers instantly
One-Bot Front Door
A single conversational interface for every internal request, from quick lookups to cross-functional workflows
Jetdocs via MCP
Requests that need action flow into ticketing workflows via the Jetdocs MCP server—with dynamic steps, agent steps, and approvals handled by the right team
24/7 Employee
Gerald is your 24/7 employee that allows any department to get any information they need
.png&w=640&q=75)
The one-stop bot for every internal request—powered by your entire operational stack.
How It Works
From request to resolution in one connected flow.
Multiple entry points, intelligent processing, and a unified inbox —every ticket follows the same powerful pipeline.
Catalog
Browse defined service offerings
AI AssistantAPI Driven
Direct system-to-system integration
.png&w=96&q=75){kind=small}
Gerald with Copilot
AI-Powered Smart Initiator
Dynamic Field Collection & Form Logic
Collects correct, structured information with conditional fields and validation rules
Intelligent Routing
Engine routed to correct people or user groups based on rules and context
Agent & Bot Steps
AI-powered automation steps for triage, enrichment, and resolution within the workflow
Human in the Loop & Editable Fields
Secure field edits and manual review steps by authorized responders
Jetdocs Ticket Hub & Operational Inbox
Comprehensive management with custom views
Iterative Analytics
Track performance, SLAs, and team throughput with real-time dashboards
AI AssistantNotifications
Real-time alerts via email, Teams, and Slack to keep stakeholders informed
Export & Document Generation
Programmatically create data and export for your common use cases—via API to XLSX or DOCX, or use our PDF and visual editor
Capabilities
Built for precision. Designed for scale.
Every feature is engineered to handle the complexity of real organizations with the simplicity your teams expect.
Cross-functional Workflows
Build ticket flows that span departments with approval chains, conditional routing, and escalation paths.
Bot & Agent Steps
AI agent steps built directly into your workflows for automated triage, enrichment, and resolution.
Integrations & API
Connect external systems with webhooks, the Jetdocs API, and dynamic fields that keep tickets in sync with your source of truth.
Teams & Slack Native
Create, update, and resolve tickets from Microsoft Teams and Slack without switching context.
Role-based Access Control
Field-level permissions, team-based visibility, and granular access control across your organization.
Automation Engine
Auto-assign, escalate, and notify based on your rules. SLA enforcement built in.
Integrations
Live where your team works
Native integrations with Microsoft Teams and Slack—not bolt-ons. Your team never has to leave the tools they already know.
.png&w=48&q=75){kind=small}
Install GeraldSharePoint Knowledge Retrieval
Search across your SharePoint files and FAQs to deflect tickets before they're created
Automatic Ticket Creation
When Gerald can't answer, automatically create a ticket via Jetdocs and route it to the right person
Conversational Interface
Employees simply ask Gerald in Microsoft Teams—no context switching, no training required
Install JetdocsSeamless Tab Integration
Connect instantly to Teams, automatically add users and get set up with our no-code builder
Real Time Notifications
Get real-time updates for relevant events with our Bot and Email notifications
Web-App Experience
Get a full web-app experience directly inside Teams with a Catalog, Customizable Hub and Analytics
SlackAutomated Workflows
Set up custom workflows in Jetdocs and handle one-click Approve/Reject right in Slack
Web App Experience
Connect your entire Slack roster to Jetdocs web-app and leverage Jetdocs no-code builder for your business
Jetdocs /Actions
Quickly summon Jetdocs in Slack by typing /Jetdocs to be directed to your Catalog or Hub