A sales knowledge base with answers you can trace.
An assistant that only answers from your approved material, remembers which version, and never makes up policy.
When the material is silent, it says so.
It doesn’t answer from chat history, learn from unreviewed feedback, or invent a company position when there’s nothing on file. It names the gap and sends the question to someone who can close it.
There is no approved guidance on fee waivers for nonprofits. The pricing policy covers discounts, credits and waived fees generally and says reps may not offer them; it does not address nonprofit status.
I have not answered beyond that. You can request an official answer and the question goes to the review queue.
A person decides what the company considers correct.
Collect real questions. Review the answers. Verify the guidance. Reuse what’s approved. A thumbs-up from the asker is a signal, never an approval. Approval is a deliberate, logged publishing step, and the AI has no button to do it.
Ask
A manager asks a question the material half-answers. The search runs as that person: approved guidance first, then published lessons, then documents.
Answer or name the gap
Sources and versions, or an honest “no approved source, here’s the gap.”
Request and verify
The manager requests an official answer. An admin checks the policy and writes the response. Customer specifics are stripped out.
Approve and reuse
Approved as reusable guidance for the right audience. Served first the next time anyone asks.
Respects permissions down to the row
The search runs as the asker under the same access rules as everything else. A manager can’t be shown a document their role can’t read, and the AI can’t widen that. A hidden instruction inside a document can’t expand access either.
Nothing stale
Every answer records its sources and their versions. If a source changes while an answer is being written, the answer stops and asks for a retry. Edit a source and every answer that cited it drops out.
Rep access is your switch
Off by default. Turn it on when your review queue is staffed and you’ve decided who answers rep questions, what reps may read, and how retention is explained to them.