Knowledge bank · your team's documents: What your team knows, one question away.
Sales playbooks, price lists, policies and notes from old calls: upload them once and your team asks about them the way they'd ask a colleague who'd read them. emily can also write new documents for you.
- Price list 2026.pdf
- Returns policy.docxmatch
- Visit playbook.md
- Warranty terms.pdf
Lead with the 30% margin, then the nine-month shelf life. It's on page 4 of the playbook.
Before you walk in
"What's our pitch for the organic range?"
Asking the knowledge bank
Lead with the 30% margin, then the nine-month shelf life. It's on page 4 of the playbook.
How knowledge gets in
Upload it, dictate it or ask for it.
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Documents
PDF, DOCX, TXT or MD, uploaded on the knowledge bank page.
FAQ
Frequently asked questions.
On every channel: WhatsApp, a normal phone call, chat and browser voice.
PDF, DOCX, TXT and MD, as well as audio, which is transcribed on upload. Each file can be up to about 10 MB.
Yes, the knowledge bank belongs to your organisation. For information about one customer, the CRM is the right place.
You might also like.
- Meeting recording and transcriptionRecord, transcribe and keep meeting notes — linked to the right customer in the CRM.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- For sales repsContext before every visit, and the follow-up done before you drive off.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- For sales managersYour team's visits the same day, and sales by rep in one question.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.