Teach it your business once.
Connect the tools where your work lives and hand it the documents you would give a new hire. Its answers come from your data, with sources.
Teach it your business once.
Connect the tools where your work lives and hand it the documents you would give a new hire. Its answers come from your data, with sources.
1 · Connect your tools
Start with your inbox and calendar; they carry most of the context. Then add the tools where your work actually lives: your documents, your CRM, your project tracker, any of the 60+ integrations.
Each connection is a few clicks through a secure sign-in, and each one makes its answers sharper, because there is more of your business to ground them in.
2 · Upload knowledge documents
Open your employee under Employees and add documents: the price sheet, the service list, the FAQ you answer every week, the onboarding doc you hand new hires.
From then on it answers from those files and cites them, the same way a person would say "that is on page two of the rate card."
3 · How grounding and sources work
When you ask a question, it looks in your connected tools, documents, meetings, and client history, and shows the sources behind the answer. If it cannot find the answer in your data, it says so instead of guessing.
One memory spans every client, thread, doc, and meeting, and it compounds: the longer it runs, the more it knows.
The deeper story is on the memory page.
1 · Connect your tools
Start with inbox and calendar, then add your documents, CRM, and the rest of the 60+ integrations as you need them.
Each connection is a few clicks and makes its answers sharper.
2 · Upload knowledge documents
Under Employees, open your employee and add documents: price sheet, service list, the FAQ you answer weekly.
It answers from those files and cites them.
3 · How grounding and sources work
It answers from your connected tools, documents, meetings, and client history, and shows the sources. If the answer is not in your data, it says so.
One memory spans everything, and it compounds the longer it runs.
