Three levels per folder
Kept, Knowledge or Pinned, set by an administrator; a file can be set on its own.
Your catalogues and rules. Read once, found by page.
Folders for the desk's files, and the assistant answers from the ones you choose: the catalogue page a part is on, the term a price list sets, the rule every answer keeps to.
BetaEach folder says what the assistant does with it. Knowledge folders (catalogues, parts manuals, price lists) are read once and searched on every question, by part number and by word, and the answer names the file and the page. Pinned folders hold the few pages of rules that go into every answer. Everything else is simply kept, and opened only when someone asks about that file.
A module of its own: an administrator turns it on, decides what the assistant reads, and decides whether the customer-facing assistant may answer from a folder.
Included capabilities
Found by part number
A part number asked the way a person types it finds the page it is printed on.
Answers name the page
The assistant says which file and which page an answer came from.
Letters' attachments
Attachments of the letters you may read can be kept in a folder in one step.
Looked at in the desk
A PDF, a photo, a spreadsheet or a Word file opens with a double-click, and the arrows step through the folder.
Attached from Drive
A letter, a WhatsApp or chat reply, a team chat, a task or an order takes a file straight from Drive, from the folders you may open. What is attached is a copy, so a sent letter or a task keeps its file whatever happens to it in Drive.
The guided demo shows one selected workflow. Availability depends on what is enabled in your configuration; beta items are labelled above.