Solutions / Sales knowledge

Sales knowledge assistant (RAG)

Reps ask what they need in plain language — a price, a policy, whether you have done this before — and get an answer in seconds with the document it came from, instead of interrupting someone who knows.

Sales RAG / knowledge Professional services · Finance
10–30 sec
to an answer, with its source
40–60%
fewer questions escalated upward
Every answer
cites the document behind it
Who it is for

B2B sales leaders with ten or more reps and a document base that grew faster than anyone's ability to remember it — pricing, policies, security answers, past proposals and cases.

Short answer

A rep asks in the chat they already use — what the discount policy allows, whether you have delivered this in their sector, which SLA applies — and gets an answer in 10–30 seconds citing the document it came from. Questions escalated to a manager or a solutions lead drop by 40–60%.

The problem

The answer exists. Finding it costs more than the deal is worth in that moment.

01

The knowledge lives in three people

Your best reps, your solutions lead and one long-serving manager can answer anything. They are also interrupted forty times a day, and the answers stop when they are on holiday.

02

New reps take a quarter to become useful

Not because the product is hard, but because knowing where the answer lives is tacit. Ramp time is mostly the time it takes to learn who to ask about what.

03

Search returns documents, not answers

The wiki search gives twelve PDFs, four of them superseded. A rep on a live call needs a sentence and a source, not a reading list.

How it works

From trigger to result, step by step.

01

Index what you already have

Price lists, policies, contract templates, security questionnaires, proposals, case write-ups, product docs — in the drive, wiki, CRM or DMS where they already live. Nothing is migrated.

02

Respect who can see what

The index carries your permissions. A rep asking about a document they cannot open gets nothing rather than a summary of it — access control belongs in retrieval, not in a disclaimer.

03

Answer, then cite

The assistant writes a direct answer and links the passages it used. If the sources disagree or are silent, it says so instead of composing something plausible from the gap.

04

Mark what is stale

Superseded price lists and expired policies are flagged as such, so an answer never quietly quotes last year's discount schedule as current.

05

Live where reps work

Slack or Teams, the CRM sidebar, or both. A tool that requires opening a new tab during a call does not get used during a call.

Before / after

What changes on the ground.

Today, by hand
×Reps interrupt three people to unblock a call
×Ramp time is dominated by learning who to ask
×Search returns documents, several of them outdated
×The same question is answered privately fifty times
With the automation running
›An answer with a source in 10–30 seconds
›New reps are self-sufficient far earlier
›Outdated documents are marked, not quoted
›Repeat questions surface what the docs fail to say
What you get

Delivered, not demoed.

›A retrieval index over your existing document stores, permissions intact
›An assistant in Slack, Teams or the CRM sidebar
›Answers with citations and a stale-document policy
›A question log showing where your documentation actually has holes
›Documentation and a handover session — the system is yours
Built with

We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.

LLM (replaceable) Vector store (pgvector / Qdrant) Google Drive SharePoint Confluence Notion HubSpot Slack API n8n
Time to production4–8 weeks
Build priceFixed quote
First stepFree mini-audit
Honest limits

When this is not the right solution.

·If the documents are wrong, this will retrieve wrong answers faster and with more authority. Cleaning up the pricing and policy set comes first, and the pilot will show you exactly where it is broken.
·A team of three reps sitting in one room does not need retrieval — they need the price list on the wall. We will say so.
·If most of what reps need is deal-specific rather than documented, the constraint is CRM data, not knowledge, and that is a different build.

Questions we get about this one

It answers only from retrieved passages and shows them. When the documents do not cover the question it says so and offers who to ask, which is the honest outcome and also the most useful signal you get — a log of those gaps is where next quarter's documentation work comes from.

Bring us the process that hurts.

The mini-audit is free: we take your version of this process apart and tell you plainly whether automating it pays. If it does, you get a scope and a fixed price.