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AI, Automation & Reports

AI Company Memory

Ask a question in plain words and get an answer drawn from your Knowledge Base and lead history. AI Company Memory is a question-and-answer search over your own Knowledge Base articles and lead history. It is used inside the workspace and can also answer lead questions on WhatsApp when AI WhatsApp is on.

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Who it is for

Teams with product or process knowledge spread across people's heads and chat groups.

Part of the AI Company Memory (Q&A) module. See plans and modules

How it works, step by step

Type a question. The answer is built from your articles and records, so its quality depends on what your team has written down.

  1. Turn on Knowledge Base and AI Company Memory.
  2. Add your articles.
  3. Ask a question on the AI Memory page.
  4. Check the answer against the article when it matters.

What you get

  • Ask a question
  • Answers from your Knowledge Base
  • Uses lead history
  • Optional WhatsApp auto-reply
  • Needs Knowledge Base

What it connects to

Getting set up

Turn on Knowledge Base and AI Company Memory, add articles, then ask a question from the AI Memory page.

AI Company Memory: questions and answers

Where do the answers come from?
From your own Knowledge Base articles and lead history, not from the public internet.
Does it need another module?
Yes. AI Company Memory needs the Knowledge Base.
Which module is this part of?
AI Company Memory is part of AI Company Memory (Q&A). Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See AI Company Memory on your own data

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