01
Centralized Knowledge Hub
Every customer call, internal meeting, all-hands, and strategy session flows into one searchable repository. Anyone on your team can query it in plain language and get cited answers in seconds.
A customer-led workflow
Company-Wide Intelligence
Build a central nervous system for your company—aggregate insights from every conversation and make them accessible to everyone as your team scales from 10 to 100+ people.
Customer evidence
“Citations in reports are critical for us. They build trust and prove accuracy — when leadership sees top citations, it reinforces credibility.”
Make the decision with the evidence in reach.
Ask a specific question of your company context. Inspect the accounts and source material behind the answer before using it in a report or a team decision.
Put it to work.
02
Cross-Functional Signal Sharing
Product, sales, CS, and support all see the same customer data. Configure notification rules so the right signal reaches the right team automatically—no manual forwarding required.
03
Real-Time Intelligence Dashboards
Dashboards update as conversations happen. Track problem frequency, sentiment trends, feature request volume, and competitive mentions across every team from a single view.
04
Automated Insight Distribution
Scheduled tasks deliver weekly insight summaries to each department without anyone lifting a finger. Leadership gets executive digests; product gets feature signal reports.
05
Role-Based Access and Privacy
Control who sees what with collection-level permissions. Investor calls stay private, support tickets stay scoped to CS, and sensitive strategy sessions are locked to leadership.
06
Onboarding Acceleration
New hires query the knowledge base to get up to speed in hours instead of weeks. Every decision, debate, and customer insight is preserved and searchable from day one.
A practical place to start.
Phase 1 — Foundation (Weeks 1–2)
Connect all conversation sources
Integrate your calendar, video conferencing, and upload past recordings. Set bot recording rules to auto-capture external meetings.
Create department collections
Organize conversations into folders: Customer Discovery, Sales, Support, Internal, Investor. Set auto-tagging workflows.
Set up cross-functional dashboards
Build shared dashboards showing top customer problems, sentiment trends, and feature request volume visible to all teams.
Phase 2 — Automation (Weeks 3–4)
Configure automated weekly reports
Schedule department-specific insight summaries to deliver every Friday. Each team gets a digest relevant to their work.
Set up notification routing
Define rules: churn signals → CS lead, feature requests → PM, competitor mentions → marketing. Insights reach the right person automatically.
Enable executive intelligence digest
Leadership receives a weekly summary of the most important signals across all teams without needing to dig into the platform.
Phase 3 — Scale (Month 2+)
Implement role-based access controls
As headcount grows, configure collection-level permissions to ensure privacy while maintaining cross-functional visibility where appropriate.
Integrate your support and CRM data
Connect Zendesk, Salesforce, or Intercom to enrich conversation intelligence with ticket data, deal context, and customer health scores.
Build knowledge base automation
Turn recurring questions into auto-generated documentation. Common patterns in support and sales become living knowledge base articles.
Phase 4 — Enterprise Readiness (Month 3+)
Multi-workspace organization
Separate workspaces for different business units or regions, with shared intelligence where appropriate.
Compliance and data governance
Configure retention policies, audit logs, and data residency settings to meet enterprise compliance requirements.
Custom intelligence workflows
Build company-specific automation: M&A signal tracking, board report generation, or investor update preparation.
Keep the workflow useful
- Record everything external from day one — you can always delete a call, but you can't recreate a lost conversation
- Create department-specific collections so each team has a focused view of signals relevant to their work
- Set up automated weekly reports before you think you need them — the habit pays off at scale
- Review your cross-functional dashboard in your weekly all-hands to build a shared language around customer data
- Tag conversations with customer segment, deal size, or lifecycle stage to enable precise filtering later
Keep exploring.
Ready to build your company's intelligence system?
Bring a real question. We’ll walk through the context and the next step together.
Book a demo