Guided interview workflows
Lead subject-matter experts through adaptive, purposeful questions that keep discovery focused while allowing useful follow-up.
Conversational process intelligenceNew product
Primo
Capture how work really happens—one intelligent conversation at a time.
Primo guides subject-matter experts through focused interviews, documents the process and its exceptions, and can carry that knowledge into PrimeOne. It can also be deployed as a standalone conversational experience over an approved knowledge domain.
Discuss PrimoDedicated product website in preparation
GuidedAI-assisted interviews
StructuredProcess knowledge output
FlexibleStandalone or with PrimeOne
01 / The knowledge gap
The people closest to the work carry essential process knowledge.
Critical operating knowledge lives in conversations, personal workarounds and exceptions that conventional process documents miss. When experienced people move roles or retire, that context can disappear with them.
Primo creates a repeatable way to interview the people closest to the work through an adaptive, guided conversation.
02 / Product system
Make the undocumented parts of the process visible.
Primo follows useful answers, captures exceptions and preserves a reviewable record through a focused conversation.
Automatic process documentation
Turn approved interview content into a structured starting point for process understanding and review.
Exception capture
Surface the variations, judgment calls and edge cases that determine how the work behaves in practice.
Multi-stakeholder collaboration
Bring complementary perspectives together to create a fuller picture of the process.
Approved knowledge conversations
Use Primo as a focused chatbot over an approved, well-managed body of enterprise information.
PrimeOne connection
Carry qualified process-discovery output into the automation opportunity and governance lifecycle.
03 / Operating flow
A focused conversation becomes approved operating knowledge.
Frame the session
Select the process, participants and approved discovery objective.
Interview intelligently
Primo asks guided questions and follows relevant operational detail.
Review the record
People validate the captured process, exceptions and unresolved questions.
Use the knowledge
Export the approved output or connect it to PrimeOne for further evaluation.
04 / Where it fits
Use conversation to capture the practical knowledge people carry.
Pre-retirement knowledge capture
Preserve critical context before experienced employees leave or change roles.
Automation discovery
Understand the process, variation and decision points before deciding what to automate.
Process documentation
Create a more current, reviewable account of how work moves through the enterprise.
05 / Responsible operation
The useful answer stays within approved knowledge.
Primo should operate only over information and workflows approved for its users. Deployment boundaries, access controls, retention and model choices are confirmed for each implementation.
- Human review before captured knowledge becomes authoritative
- Clear separation between source evidence and generated synthesis
- A clear route to a person when more evidence is needed
06 / Product progress
Go-to-market validation
A new product with active enterprise interest.
Primus is introducing Primo to an established banking relationship as part of the broader PrimeOne conversation.
Primo