Knowledge base and chat brings your organization's handbooks, policies and procedures together in one place. Your team searches it for the right answer, or asks a chat that answers from your documents and links the source behind every answer.
The Knowledge base screen in AgentticCRM with fictitious data: the organization's documents with their collection, their status (indexed, failed or archived), their size and the date they were updated, beside the plan's capacity and the buttons to create a collection and upload documents. “Refund” is typed into the search, and it shows who handles the topic, with the position and the people who hold it, and the passages of the documents with the word highlighted. Then, in the Knowledge Chat, someone asks what happens if a client cancels after signing and gets a written answer with the sources it came from.
Use search when you want to see the exact passage, and the chat when you would rather get a written answer.
The chat only looks at documents. For questions about clients, invoices or projects, use the Assistant.
Drag in one or several files at once: PDF, Word (.docx), Markdown or plain text, up to 25 MB each.
When the upload finishes, the text is extracted and split into searchable passages. The file shows as Indexed, meaning ready to search, or tells you why it failed.
Group documents by topic, such as Internal procedures or Support policies, and move them between collections right from the list.
From then on it shows up in library search and in Knowledge Chat answers.
See which files are indexed, which failed and why: no readable text, an unsupported format or a file that is too large.
Open a document to check the text that was read and how many searchable passages it has before you rely on it.
Archive a policy that no longer applies: it stays on the list but stops appearing in searches and answers.
Finds the passage even when your words differ from the document's, and even when you ask in Spanish about a document written in English.
Decide who can view, upload, edit or delete documents, and who can use Knowledge Chat.
The library shows how many documents and how much storage you use against what your plan includes.
In Positions you describe each role in your organization: its responsibilities, decision rights, escalation path and the people who hold it.
When you search the library for a topic that appears in a position's title, description or responsibilities, the results include a “Who does this” section with that position and the people who hold it.
When your documents don't cover a question, the chat tells you so and suggests uploading a related document. That way you know what your knowledge base is missing.
Search runs inside AgentticCRM without sending your documents to any outside service. Only when you use the chat are the passages found for that question sent to the AI provider your organization connected, so it can write the answer.
PDF, Word (.docx), Markdown and plain text, up to 25 MB per file. A PDF scanned as an image has no text to read, so upload a version that contains text.
Not for search: library search works from the first document. For the chat to write answers, your organization connects its provider in Settings, under Assistant model.
Each person's role decides. Viewing, uploading, editing and deleting are separate permissions, and so is using the chat. By default, a Member can view, upload and edit, but not delete.
No, it is a tool for your team and your clients don't see it. What reaches them are better-prepared replies, such as the WhatsApp drafts your team reviews before sending.
Yes. In the library you pick a collection and both the list and the search are limited to its documents.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.