Knowledge Bank overview

Your organisation's shared documents

The Knowledge Bank holds your organisation's shared documents — the material your whole team should be able to draw on, not just whatever's tied to one specific company or deal. Ask emily about anything in it and she searches the bank to answer.

Searchable on web chat, browser voice and WhatsApp — not on a phone call

However you reach emily — web chat, browser voice or WhatsApp — she can search the Knowledge Bank as part of that same conversation, with no separate screen to open first. A phone call is the one exception: it's built around ERP questions, and the Knowledge Bank isn't part of that.

What goes into it

Documents get into the bank in two ways: you upload them, or emily writes them. See uploading documents and audio for the file types it accepts, and having emily write a document for the other route.

Next: uploading documents and audio

See uploading documents and audio for what you can add to the bank yourself.