SHA announces demo version available on line

We are pleased to announce that INTRA’s Demo Version is now available online.

INTRA enables organizations to expand and centralize knowledge, ensuring it is effectively applied across operations, training, and quality management.

By transforming knowledge into actionable insights, INTRA helps teams improve consistency, operational efficiency, and customer experience, while maintaining control over processes and outcomes.

Request access and explore INTRA’s key features through our Demo section.

For more information, please contact mc@sha-saas.com

Checkmate for Customer Service? When Knowing the Rules Is No Longer Enough!

Comparing a game of chess with a customer service interaction may seem unexpected at first. Yet, when you look closely at the structure and progression of both, the analogy becomes surprisingly insightful.

While their objectives differ radically—checkmate vs. customer satisfaction and problem resolution—both follow a similar escalation in complexity as the interaction unfolds.


Conceptual Parallels

Chess GameCall Center InteractionMeaning / Analogy
Openness strategyCall opening / reception.Set the tone and take control from the start.
Tactical combinationHandling of objections.Quick thinking to turn things around.
Late-game accuracyClosing of the call.Ensure resolution and satisfaction before finishing.
SacrificeOffer compensation or a gesture of goodwill.Short-term loss for long-term gain (loyalty or retention).
CheckmateCustomer satisfaction and resolutionAchieve the desired result in an efficient manner.
Critical errorCommunication error / violation of rulesA costly mistake that affects the results.
Pat (blocking)Deadlock / escalationNeither side achieved its goal.
Time pressureHigh call volume periodsDecisions under pressure; Compromise between efficiency and precision.

Now that the parallel between the 2 activities is clarified, the behavior of the AI on these interactions becomes interesting to observe:

An illustrative example of the limitations of LLMs (large language models) comes from documented experiments with chess.

 In March 2024, Chess.com held a showdown between ChatGPT and Google’s Gemini, where both systems could perfectly explain the rules of chess when asked directly, but then violated those same rules repeatedly during the game. Both bots constantly attempted to make illegal moves, and when they were informed of the error, they continued to come up with invalid moves.

Nikola Greb, an NLP data scientist and former ELO 2000+ junior chess champion, played several games against ChatGPT-4 in January 2024 and documented that the model played “like a grandmaster” in the opening first moves, but deteriorated significantly as the game progressed. ChatGPT-4 began to hallucinate, coming up with impossible movements even after being warned. Greb concluded that the overall rating of the system was below 1500, and observed something crucial: “No implicit rule learning has taken place – ChatGPT-4 still hallucinates at chess, and continues to hallucinate after the warning about hallucination. This is something that cannot happen to a human.

This disconnect between what an LLM can “say” and what it can “do” reveals a fundamental limitation: they don’t have real mental models of the world. In the context of customer service, this means that a bot can perfectly recite company policy but apply it incorrectly in specific situations, or it can explain how a product works without being able to diagnose a problem with it.

The Chatbot Chess Tournament 2025

In January 2025, a chatbot chess tournament aired on the GothamChess channel pitted professional chess engine Stockfish against seven generative AI chatbots, including ChatGPT, Google’s Gemini, and X’s Grok. The results were exactly what you would expect when language models try to play chess: decent opening moves followed by increasingly chaotic attempts to circumvent the laws of the game. The Snapchat chatbot decided that the pawns could move sideways like a tower, and when the error was reported, it repeatedly refused to continue saying “I’m sorry. I can’t engage in such a conversation. Let’s keep our conversation respectful.”

The problem of memory and context

LLMs have strict memory limits. While newer models offer wider windows of context, they still treat each conversation as relatively isolated. This means they can “forget” crucial information provided at the beginning of a long conversation, forcing customers to repeat themselves.

In one of the following articles, we will see how to avoid putting the customer in failure while making the best use of the undeniable capabilities of AI…

Why are companies adopting AI in customer service? A necessary reflection

Artificial intelligence has burst into customer service departments with breakneck speed. Chatbots, virtual assistants and automated systems are multiplying on websites and applications, promising to revolutionize the user experience. But it is worth asking: are companies making this decision based on solid evidence or simply following a trend?

The seduction of immediate savings

Let’s not fool ourselves: the economic factor is the big elephant in the room. Automating customer service can reduce operational costs dramatically. A chatbot doesn’t need vacations, doesn’t ask for salary increases, and can serve thousands of users simultaneously. For CFOs, the equation seems simple.

However, this short-term view ignores hidden costs: the development and implementation of robust AI systems, ongoing maintenance, the formation of hybrid human-machine teams, and most importantly, the reputational cost when technology fails or frustrates customers.

The Corporate FOMO Effect

There is a clear “fear of being left behind” in the business world. When competitors announce their advances in AI, boards of directors push to “do something with artificial intelligence.” AI has become a marketing element, a box to tick in the annual presentation of results.

This reactive, rather than strategic, adoption explains why so many implementations seem botched: confusing interfaces, bots that don’t understand basic queries, or systems that frustrate more than they help. Technology is deployed not because it solves real problems, but because “you have to be there”.

Did anyone ask customers?

Here we come to the most delicate point. How many companies have conducted serious studies on what their customers really prefer before automating? Anecdotal evidence suggests that many users still greatly value human touch, especially in complex or emotionally charged situations.

No one wants to navigate endless automated menus when they have an urgent problem. No one enjoys repeating their query three times to a bot that doesn’t understand the context. And yet, these experiences multiply every day.


The paradox is that it is a known fact (see studies) that clients prefers to deal with their pairs (human) when they are available, if they’re not available for any reason, customers seem to cope with the AI alternatives But the core paradox is that customers keep purchasing products and services without clearly selecting the ones with their preferred media of support: human, is it because there is very little offering on the market promoting customer support “made by humans”? Should this “label” be developed and promoted.


The efficiency argument… for whom?

Companies talk about “improving efficiency”, but efficiency for whom? A system can be efficient for the business (it processes more queries with fewer resources) and simultaneously inefficient for the customer (it requires more time, generates more frustration).

The real question is: are we measuring success correctly? If the metrics are purely internal (number of queries processed, average response time, cost reduction), we are optimizing for the business, not for the customer.

Should businesses that prioritize Trust, Safety & Security rely on AI tools to assist their customers, prospects, and partners?

Yes, they should. However, they should exercise caution and be mindful of utilizing secure, safe, and trusted sources of information to guide their staff, customers, prospects, partners, and providers.

This is an obvious and logical approach as the reputation and core existence of these businesses are built upon the values of Trust, Safety, and Security.

Which types of businesses are we referring to?

Immediate and evident answers include Banks, Financial Institutions, Insurance companies, as well as other compliance and risk-driven activities such as healthcare and accounting. Furthermore, industries like aeronautics, construction, and transportation have their own unique compliance requirements, expanding the list beyond the aforementioned sectors.

When customers or prospects inquire about the recommendations of SHA team Knowledge Experts regarding the implementation of AI Conversational Tools and Bots, our stance as Knowledge Management Operational Experts is unequivocal:

AI Bots and Conversational tools can undoubtedly fulfill CSAT, Cost Reduction, Productivity, and Reputation objectives, but only if there is a solid Knowledge Management foundation supporting these AI tools.

And yes, you’re correct in suspecting us of promoting our own business (solid KM), but it is worth noting that independent voices are echoing the same message: “Do not allow your AI-bot to scour uncontrolled areas for information; maintain control and ownership.”

Additionally, it is imperative to ensure the seamless functioning of your data infrastructure (SHA cloud architecture excels in this regard).

For instance,

Gartner recently proclaimed: “By 2025, 100% of generative AI virtual customer assistant and virtual agent assistant projects lacking integration to modern knowledge management systems will fail to meet their customer experience and operational cost-reduction goals.”

According to IDC’s 2024 white paper (IDC #US52048524 sponsored by NetApp), “Around 20% of AI projects may encounter failure without adequate support in data infrastructure,” as revealed by a recent study conducted by intelligent data infrastructure provider NetApp.


SHA is a Knowledge Management System designed and developed by experienced seasoned Customer Service experts who have brought their vision and daily operational experience to deliver a system that enhances Customer Experience, improves Staff Experience, and reduces the cost of service!

For more information on how SHA can support your Customer Service Operations get in touch with us:

/https://sha-saas.com/contact-us/

Faced with the challenge of sharing company knowledge and finding a high-performance training monitoring tool? SHA has a solution for you!



SHA is a platform that combines Learning Management functionalities with Knowledge
Management tools, or in simpler terms: SHA offers a solution that merges LMS (Learning Management System) functionalities with a KMS (Knowledge Management System).


Introducing Solution Management System (SMS) by SHA, a new concept that simplifies Knowledge and Learning Management:

SMS is the result of combining KMS and LMS.


The SHA platform is for companies that handle a lot of information daily and need to ensure quick and easy access for their teams to share it with customers, prospects, suppliers, etc. These companies understand that knowledge is an essential part of their value and must be managed effectively. Users should also be able to contribute to improving the data by providing their opinions on its relevance.

SHA combines Knowledge Management with advanced Learning Management features by directing users to important content for optimal task performance (Cost, Quality, Velocity).

The sectors that benefit most from these tools are those that interact with customers (Customer Services, Call Center, etc.), but all divisions of a company seeking operational performance optimization are involved.

Through extensive discussions with our customers and prospects, we have identified the different types of content and their volatility over time (an important factor for content management).

The documents are the ones most frequently cited as priority content in KMS and LMS.

Tableau Statique
Category Types of Documents Activity Staff Format LifeCycle
Policies & Procedures Employee handbooks, SOPs, guidelines HR, Admin, Legal, General Affairs PDF, Word (protected) Medium (annual updates)
Contracts Client contracts, vendor agreements Legal, Sales, Providers, Customers PDF (protected) Definitive (rarely updated)
Financial Reports Balance sheets, income statements, audits Financial Staff, Admin XLS, PDF Medium (quarterly or annual updates)
Marketing Materials Brochures, campaigns, presentations Marketing, Sales, Communication, Prospects PDF, PNG, PPT Short (frequent updates)
Design Documents Blueprints, CAD files, design drafts Design, R&D CAD, PDF, proprietary Short (frequent updates)
Production Plans Schedules, specifications, quality logs Production, R&D, Customers XLS, Word Short (frequent updates)
Customer Records CRM entries, customer feedback CS Staff, Sales, Customers XLS Database export Medium (periodic updates)
Training Materials E-learning modules, onboarding guides HR, Service Staff, General Affairs PDF, Video, PPT Medium (review every 1-3 years)
Meeting Records Agendas, minutes, action items General Affairs, Admin, All Teams Word, PDF Short (specific project cycles)
Legal Filings Compliance reports, patent filings Legal, Financial Staff, R&D PDF, Word Definitive (rarely updated)
Internal Memos Announcements, updates, notices Admin, All Staff Email, PDF Short (one-time use)
Service Logs Maintenance reports, issue tracking Service Staff, Production XLS, Word Medium (regular updates)
Supplier Records Invoices, delivery logs, contracts Providers, Financial Staff, Admin PDF, XLS Medium (periodic updates)
Employee Records Performance reviews, payroll, leave forms HR Staff XLS, Word Medium (yearly updates)
R&D Reports Experiment logs, technical reports R&D, Design PDF, XLS Medium (review post-project or annually)

Key Highlights:                                              

Formats:

  • The document format often balances usability (e.g., Excel for analysis, PDF for sharing) and security (protected formats for sensitive information).                                              

Life Cycle:                                                       

  • Short: Updated frequently due to dynamic needs, e.g., marketing materials, production plans.                                                       
  • Medium: Updated periodically based on cycles, e.g., training materials, financial reports.                                                 
  • Definitive: Rarely updated, often for records with legal significance, e.g., contracts, legal filings

The most common question our prospects ask is how SHA manages to be efficient by merging two activities that usually require separate platforms.

How does SHA introduce LMS capabilities into a content management KMS platform?

It’s simple, thanks to three main factors:

  • Consider training content as standard “knowledge” content, even if the format, life cycle, and structure may differ from other content.
  • Use the Content/User duality, which is one of SHA’s unique features. SHA manages the interactions between content and users, always considering the relevance of the content from the user’s perspective. Did the information help them complete their tasks, or does it need improvement?
  • Focus on apprenticeship rather than training. Operational managers know that training doesn’t always have an impact, but learning does. Taking a training course doesn’t always lead to progress or improved KPIs, whereas learning with SHA’s quality control and monitoring tools ensures that training brings the expected benefits.

Whether your organization already uses an LMS or not, SHA easily integrates learning content, from structured courses to flash briefs, and helps management teams ensure knowledge acquisition.

If you’re already using Knowledge Management tools without Learning Management features, SHA can easily integrate your existing content and facilitate Knowledge Management while providing the benefits of Learning Management for your teams.

To experience the advantages of unified Business Knowledge and team Learning management, contact our Solution Management System experts. They will share their extensive experience in this field!


SHA is a Knowledge Management System designed and developed by experienced seasoned Customer Service experts who have brought their vision and daily operational experience to deliver a system that enhances Customer Experience, improves Staff Experience, and reduces the cost of service!

For more information on how SHA can support your Customer Service Operations get in touch with us:

/https://sha-saas.com/contact-us/

SHA strengthens Global Client Implementation & Operations Support with the appointment of Angel Rodriguez as VP of Service Delivery

SHA is thrilled to announce the appointment of Angel Rodriguez as the Vice President of Service Delivery. In this pivotal role, Angel will play a crucial part in driving SHA’s global operational excellence.

José Luis Caaveiro, the CEO of the company, expressed his excitement, stating, “Angel’s exceptional expertise in the Customer Support industry and Computer Science makes him the ideal candidate for delivering optimal solutions to our clients. With his extensive experience in Customer Support across various industries, particularly in BPO, where quality and operational efficiency are paramount, Angel brings invaluable knowledge to our organization. His proficiency in daily operations, delivering Customer Support Excellence, and his proven expertise in the ICT arena will greatly benefit SHA’s clients.”

Angel Rodriguez embarked on his career in the banking industry with Caixa Galicia before assuming management roles at renowned international Business Process Outsourcing Companies such as Concentrix, Stream, Convergys. Most recently, he served as Expert Solution Software at Wolters Kluwer, a leading company in the Financial Planning Software industry.

Angel holds a degree in Computer Science from La Coruña (E) University.

For more information, please contact mc@sha-saas.com

Why Knowledge Management is important for organizations?

After several years “on the road”, I started to ask myself: is Knowledge Management (KM) seriously considered in companies? How are they managing that unique asset of the organization? Are they maximizing the potential of such massive knowledge?

You may think these questions are naïve, but for me, they became important when I looked into training or research programs, operations processes, etc. Yes, there was a massive amount of information available, in the vast majority of cases spread accross departments, functions, systems, intranets and employee computers without a common approach neither for creation nor for usage, security or maintenance & storage.

Even if Knowledge Management Systems (KMS) were in place, it was evident the presence of knowledge “silos”, different levels of deployment & usage, data quality issues, security risks, etc. To illustrate some impacts provoked by that situation, we can mention three:

  • Critical/core data lost (how to replace knowledge?)
  • Productivity loss (more than needed than required)
  • Cost increase (training, operations, maintenance, customer service, etc)

For me, Knowledge Management means discipline for spreading knowledge across the organization in ways that impact performance. And this is so because individuals and teams generate such knowledge that boosts overall performance when sharing: it is not great that engineers design new processes if they remain inside their computers; it is not great that a warehouse manager creates a new picking procedure if their colleagues keep using old process and procedure; it is not great that a customer support team improve performance by 2 digits and the rest of customer support organization is struggling.

Knowledge Management is a culture: it is not software, it is not a process, it is more than that. Knowledge Management is empowering people to boost their creativity, try new things, share achievements and measure their impact.

Ah, the magic word: “CULTURE”. You may think, are we talking about another fashion idea? I don’t think so: in these changing times, organizations will have to search for new opportunities to succeed in the market, and improving the overall performance is a good starting point. In this case, don’t forget that your organization is made by people that use their capabilities and skills in their jobs, and the more knowledge they have the better for them, but also for the organization.

Embrace the Knowledge Management culture!! We will be delighted to help on that journey.

SHA appoints Stéphane Lissillour as new Chief Customer Officer, positioning company to drive growth

SHA today announced the appointment of Stéphane Lissillour as Chief Costumer Officer. In this role Mr. Lissillour will be central to SHA strategy to leverage product portfolio and customer needs to drive growth both in current and new vertical markets.

José Luis Caaveiro, the Company’s CEO commented, “Stéphane brings significant experience into the customer support space, a critical role for our organization. His unique international experience, ability to drive multinational teams and extensive experience in rolling out international projects will be valuable in our efforts to deepen our market presence with our product range. I am confidente that Stéphane, as Chief Customer Officer, will be a success in driving our future”:

Mr. Lissilour began his career as System Enginner at Olivetti Systeme & Networks in Italy, he then joined Compaq France to develop the Service Channel, and he was then promoted to Compaq EMEA with the role of Technical Director for Africa. He moved from the IT industry to the Consumer Electronic market when joining Sony Europe where he estabished Customer Service Operations (Repair Centers, Contact Centers and web based support -including multilingual knowledge management operation). After this experience, Mr. Lissillour was then appointed as VP Customers Service by VOO, a fast growing Belgian Telco Operator. For the last 10 years Mr. Lissillour professional activities have been focused on high tech start-ups (smartphones, 3D scans, Identification software, …) where he has brought his Global Customer Centric expertise and Innovative Product Development skills.

Mr. Lissillour is graduated from Rennes (F) University in the field of Physics & Microelectronics Engineering.

For more information, please contact mc@sha-saas.com

SHA announces Sentiment alert feature

As of May 20th, both SHA and INTRA products include a new sentiment alert feature, enabling realtime awareness and interaction. With the help of NLP techniques, every visit is evaluated extracting customer sentiment and keywords/action items. In the event of negative feedback, backoffice will notify immediately content/article owner, and all other organization members pre configured.

“We think this new feature is a very powerfull tool for those organizations with a customer centric approach. It allows realtime interacion if needed giving visibility to the whole organzation”, said José Luis Caaveiro, CEO of SHA.

For more information, please contact mc@sha-saas.com

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SHA announces release of Intranet/Community version

As of January 3th, SHA family grows, with a new Intranet/Community version, offering clients the possibility to deploy in a closed environment the power of search, troubleshooting and analysis of SHA solution.

Envisioned as a knowledge base tool, with easy search and troubleshooting features, INTRA will boost the usage of the company knowledge base in a wide range of operations, as will become the single source of authorized information within the organization. Speed of deployment as well as a smooth workflow management process will permit to put content in production almost “on the fly”.

INTRA is the answer to many requests from our clients, where accuracy and speed in propagating information in a closed environment like call centers is key in improving service and reducing operating costs”, said José Luis Caaveiro, CEO of SHA.

For more information, please contact mc@sha-saas.com