Fictional manual rehearsal · 15 October 2026
Can you send me that document?
Your meeting on your laptop. Your answer cues on your phone.
A customer meeting happens on your laptop. With EvidCue, company answer cues appear on a separate phone at the same time. You review the cue and decide what to say. Then the customer asks for the document behind your answer. Before promising to send it, check a different question: is that document approved for this recipient?
EvidCue is an interactive closed beta preview, not a connected answering service. All questions, documents and cues below are fictional. This manual exercise does not demonstrate document access controls, automatic listening, source classification, sharing or meeting integration. Use assistance only where permitted and disclose it where required.
Approval to answer is not permission to forward
Laptop · customer meeting
"Can you send me the document that explains the onboarding sessions?"
The rep has just used a fictional approved card: "The standard plan includes two onboarding sessions."
Separate phone · illustrative source passage
Internal source: onboarding operations handbook.
"Standard plan: two sessions. Internal scheduling notes and escalation contacts follow."
External distribution permission: not established.
For this scenario, the company has approved the one-sentence answer. It has not approved forwarding the handbook. A link that a rep can open does not settle what the rep may send to a customer. Do not substitute a phone screenshot, copied passage or pasted internal link for the missing permission.
A fictional response could be: "I can confirm that the standard plan includes two sessions. I will check which customer-facing document I can send you." The rep answers the supported part without promising the internal handbook.
Give the follow-up its own source check
Through your normal company process, ask the document owner for the approved customer-facing material. For this exercise, check the intended audience of the document, the actual version, the relevant plan and any sharing conditions. An internal folder name or a generated summary is not evidence that those checks passed.
- If an approved public guide answers the question, send the current customer-facing link after checking that it supports the statement you made.
- If a document is approved only for certain recipients or conditions, follow that process before sending it. Do not improvise permission during the call.
- If no shareable source exists, ask the responsible owner for approved wording or a suitable document. Keep the request unresolved rather than presenting internal material as customer collateral.
A manual handoff might read: "The customer asked for written confirmation of the two-session standard-plan allowance. I used the approved card but have not sent the internal handbook. Which current customer-facing source can we provide?" Record the actual question from the customer and what you already said; avoid forwarding unrelated customer details.
Keep answer authority and sharing authority separate
An approved card supplies wording within its stated scope. A retrieved source passage supplies evidence to inspect. Neither label, by itself, says that the underlying document may be distributed externally.
An AI draft requires human review. A draft such as "I have attached our onboarding handbook" invents both an attachment and authorization in this scenario. A shorter paraphrase of the handbook still needs review under the normal sharing rules of the company; generation does not create permission.
These are suggested review distinctions, not controls EvidCue claims to enforce today. Do not upload company documents or customer information to the preview to try this exercise.
Rehearse the request without real company material
- Write a fictional approved answer and a separate fictional internal note on paper. Mark the note "internal; external sharing not established."
- Have one colleague ask the laptop question while another checks the separate-phone cue. Keep the conversation going; do not silently treat the cue as a customer handout.
- Add a second, fictional customer-facing guide that covers only one of the details the customer requested. Check whether the rep identifies the remaining gap rather than forwarding everything.
- Review the exact response and handoff. Did anyone promise a document before checking its audience and scope?
This exercise has not been tested with participants. Human comprehension remains untested, and no improvement in call speed, follow-up volume or sales-cycle length is claimed.
Explore the simultaneous laptop-meeting and separate-phone illustration. Related guides cover checking the scope of an answer and the difference between approved wording and source evidence.