Knowledge quick start
Create a workspace, add source-backed facts, review and approve.
START WITH THE FOUNDATIONS
A practical guide to your workspace.
Follow the current setup path, understand feature boundaries and find the next step for approved knowledge, CRM and supported connections.
Website Private importBusiness facts Manual entry availableDocuments Private upload
Your business knowledge
Reviewed facts + instructions
APPROVAL FIRSTBuilt-in workspaceSupported connectionsFuture automations
Concept illustration · See each product page for current availability.
Current setup guide
These instructions cover private imports, review, retrieval and existing workspace features. Versioned agents and retrieval testing are available; expanded native modules remain planned.
DOCUMENTATION · THE APPROACH
A foundation you can build on.
CRM essentials
Create leads, update stages, schedule follow-ups and convert customers.
Connection checklist
Verify provider availability, owner authorization and permission before testing.
QUICK START
From an empty workspace to approved facts.
Create your account
Register an ordinary business account. Add your business from the workspace. Use US details and the correct business timezone.
Create account →Build the knowledge library
Open Knowledge & AI. Add manual facts under Knowledge, or queue website/file sources under Imports & review. Review source excerpts before approval.
Open workspace →Review and generate
An owner or manager approves facts. Configure AI processing permission and provider access before generating; review output and missing facts.
Understand AI assistants →Add a supported channel
For website answers, separately choose public-use facts and configure origins/Turnstile. For calendars/email, authorize the supported provider.
Check connection requirements →A PRACTICAL PATH
Make the next step clear.
Start with a focused workflow.
Check availability and setup before activation.
Account and business
Register/sign in, add your US business and check its timezone. Team invitation delivery needs email setup.
Knowledge and drafts
Open AI workspace, add facts and processing permission. Configured AI is required for generation; approve current drafts before export.
Widget and connections
Open Integrations. Website answers need public fact selection, exact allowed origins and Turnstile. OAuth connections need configured providers.
GOOD TO KNOW
Your questions,
a little clearer.
Can I keep my existing tools?
Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.
Will all my business information become public?
No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.
KEEP EXPLORING
Connected to your next step.
01
AI Knowledge
Services, products, prices, FAQs and policies belong in one reviewed knowledge foundation, ready to support the workflows you choose.
Private imports and reviewed knowledge
02Integrations
Explore connections for your existing calendar, email, CRM, support and commerce stack. Availability depends on the specific provider and workflow.
Mixed availability
03How it works
A clear path from trusted information to useful AI: organize, approve, test, then use it across supported workflows.
Guided approach
START WITH YOUR BUSINESS
Get your business
AI-ready.
Create a private workspace. Start with the features available today
and grow with the platform.