Included in the Growth plan
You get Knowledge Base with the Growth plan, and nothing to add on top of it.
$297 /mo
Growth plan, per monthWrite procedures, policies and price sheets in folders, publish them for your team, and let the AI assistant answer from them.
Write it once, publish it, then let the team and the assistant read it.
Your changes save to the draft as you type while readers see the last published version. Each publish adds a version to the document's history.
The AI assistant answers from your published documents and links the one it used. A draft stays out of its answers until a person publishes it.
Type # in a document to link a job, quote, invoice, lead, task or contact your team can open. Type [[ to link another document.
You get Knowledge Base with the Growth plan, and nothing to add on top of it.
$297 /mo
Growth plan, per monthPick up the next part of the job without retyping a thing.
Yes. The AI assistant searches your published documents, reads the one that fits and links it in its answer. When no document covers the question, it says so instead of answering from general knowledge.
It can create a new draft in the folder you name, and Undo removes it while nobody has changed it. It can also propose changes to a document's draft, which wait for you to confirm. It never publishes, so the published version only changes when a person publishes it.
Yes. Import a PDF or Word (.docx) file up to 5 MB, or drop it on the library page. Its text becomes a new draft you can edit before publishing. The original file stays attached for download.
Only people who can edit the Knowledge Base read a draft. Everyone else with access reads the published version. A document that was never published shows nothing to them.
Each person's role sets their access. View access reads and searches published documents. Edit access also creates documents, edits drafts, publishes and manages folders, and full access adds deleting documents and folders.
Documents go in folders, and a folder can hold other folders, such as a Winter folder inside Safety. A document can also sit outside any folder. All documents lists every document, whatever its folder.
Try every paid feature free for 14 days. Bring your team along when you're ready.