Connect Notion, Confluence, SharePoint or Google Docs so your team can ask what the process is and get an answer from the real documentation — without finding the page themselves.
Every company has the answer written down somewhere and nobody can find it. The wiki has three pages on the same topic, two of them out of date, and the fastest route to the truth is asking the one person who knows — which is exactly the interruption documentation was meant to prevent.
An agent connected to the tools your team actually writes in searches them properly and answers with what is there now. Because each person connects their own workspace, the agent is bounded by the documents they can already open — it never surfaces a page they should not see.
This pairs with the knowledge base you can upload directly. Uploads suit stable material like a handbook or price list; a live connection suits the runbook and the policy doc that change every week.
The answer is already written down. Give people a number to ask instead of a search box they have given up on.
Procedures and specs answered on site, from the current document, without carrying a laptop or a printed binder.
The questions people are too embarrassed to ask twice get answered privately, from the real handbook, any time.
Connect the company wiki or drive and every conversation is grounded in the same source of truth, whoever is asking.
Each person connects their own workspace, so the agent answers from documents that individual can already see and nothing they cannot.
The same agent, asked different things by different people on the team.
Policy and process questions answered out of Confluence or Notion as it stands today, without hunting for the right page.
Procedures and product detail answered from the current document, on a phone, without a laptop.
When the doc is edited the next answer reflects it. There is no re-indexing chore and no stale copy.
Ask the basic questions privately, as many times as needed, and get the documented answer each time.
Connected per person, the agent is bounded by that individual’s existing document permissions.
Pair it with a customer-facing agent so replies come from your actual documentation rather than a summary of it.
Uploads are a snapshot, ideal for stable material like a menu or price list. A connection is live, which suits documentation that changes often.
Yes, and most agents should. Upload the stable material and connect the tools that change weekly.
Not when each person connects their own workspace — the agent inherits their existing permissions and can only read what they could open themselves.
Notion, Atlassian Confluence, Microsoft SharePoint, Google Docs, Sheets, Slides, Sites and Forms, iManage, and the file surfaces of Jira, Linear, ClickUp, GitHub and Salesforce.
Pick a model, write a prompt, connect the tools it needs, and go live in the blue bubble — no code required.