The Assistant
- Works with your name and your permissions
- Shows you the change before making it
- Nothing happens until you approve it
- Answers with your organization's documentation
From your documents to answers with their source
In many companies only one person knows the right answer, and when they're away, the client waits. In AgentticCRM your procedures, policies and manuals live in the Knowledge base: your team asks in the Knowledge chat and gets the answer with a link to the document it came from, within what each person is allowed to see.
- Each answer's source, one click away
- Only what each person is allowed to see
- The Assistant's actions, with your approval
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.
First, what your team already knows, in writing
In Documents your team writes procedures, minutes and guides together, with versions you can restore. What you already have in Notion or Markdown files is imported and stays editable.
When a document is ready to answer with, you upload it to the Knowledge base as PDF, Word, Markdown or text. AgentticCRM reads it, splits it into passages and from then on it shows up in search and in the chat.
How a question becomes an answer you can check
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Someone asks
In the Knowledge chat, in their own words, even asking in Spanish about a document in English.
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The passages are found
The search only covers the documents that person is allowed to see.
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The answer arrives with its source
Each answer links to the document it came from, so it can be checked before it's used.
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It goes into the work
The answer reaches the ticket, the email or the WhatsApp draft your team reviews before sending.
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Action is taken with approval
If something needs to change, the Assistant prepares the action and nothing happens until the person approves it.
AgentticCRM's Assistant and the ChatGPT or Claude you connect
Your connected ChatGPT or Claude
- Acts for a person on your team, with their role
- Searches your knowledge base
- Does what that role allows, and it's recorded
- Its changes can be undone when the action allows it
Questions about this process
Do my documents leave AgentticCRM?
Search works 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.
Do I need an AI provider?
To search, no: search works from the first document. For the chat to write answers, your organization connects its own OpenAI, Anthropic, Google Gemini or other provider account in Settings.
Who can upload or delete documents?
Each person's role decides it: 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.
What happens to a policy that's no longer current?
You archive it: it stays on the list, but it stops appearing in searches and answers.
Can my clients see the knowledge base?
No, it's a tool for your team. Your clients get better-prepared answers, such as the drafts your team reviews before sending.
The features in this process
See how the Knowledge chat answers
In a 15-minute demo we show you how a procedure goes into the Knowledge base and how the chat answers, with the source in view.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
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