Knowledge Base

Every document you own, turned into an answer your rep can say out loud.

Upload your policies, SOPs, and product sheets once. Kolby reads them, understands them, and hands your reps the exact answer — live, on the call, in your words.

Build Your Knowledge Base See How It Works
You Upload
📄 Warranty PDF 📋 SOP Doc 📊 Rate Sheet
→
Prospect Asks
"What's the lapse period on this policy?"
→
Kolby Answers
"31 days" — pulled straight from your policy doc, live.
How It Works

From scattered docs to a single source of truth

No more digging through folders mid-call. Upload once — Kolby handles the rest.

1
Upload Everything

PDFs, Word docs, spreadsheets, decks — even handwritten notes. If it holds knowledge about your business, Kolby can read it.

📄 Policy.pdf 📋 SOP.docx 📊 Rates.xlsx
2
Kolby Learns It

Using Retrieval-Augmented Generation, Kolby indexes every document so it can find the exact fact — not just a keyword match.

3
Reps Get Instant Answers

Ask a question live on a call, and Kolby pulls the answer straight from your own documents — accurate, and grounded in what you actually wrote.

"What's the lapse period?" → "31 days" — sourced from Policy.pdf
Why It Matters

Your business already knows the answer. Your reps just can't find it fast enough.

Every business builds up tribal knowledge — policy details, pricing rules, objection answers — scattered across PDFs, spreadsheets, and someone's inbox. When a rep can't find it live on a call, the prospect notices. A knowledge base turns that scattered information into one place Kolby can pull from instantly, so every rep sounds like your best rep.

✓
Consistent Answers
Every rep gives the same accurate answer, sourced from the same documents — not their memory.
⚡
Faster Onboarding
New reps don't need months to learn your product — Kolby already knows it and coaches them live.
🎯
Fewer Lost Deals
A vague or wrong answer on a call costs trust. Grounded answers keep the deal moving instead.
Scope It Your Way

One document. Exactly the right reach.

Not every document applies to every product you sell. Choose how far it goes.

◎
Organization-Wide

Applies across every template in your account. Perfect for company-wide info like compliance rules, brand voice, or general sales process — the stuff every rep needs, no matter what they sell.

Company Playbook Compliance Docs Brand Guidelines
◫
Template-Specific

Locked to one product line. Sell solar, roofing, and final expense out of the same account? Upload each policy to its own template so Kolby never mixes up the details.

Solar Warranty Final Expense Rates Auto Policy Terms
FAQ

Common Questions

What file types can I upload? +
PDF, Word, TXT, CSV, MD, and HTML. PDF and Word documents work best.
Is there a file size limit? +
Yes — 10 MB per file, with up to 3 uploads processing at once.
What's the difference between org-wide and template-specific? +
Org-wide documents apply to every template in your account. Template-specific documents only apply to the one product template you assign them to.
How does Kolby find the right answer? +
Kolby uses Retrieval-Augmented Generation (RAG) to search your uploaded documents for the most relevant passage, then answers from that — not a generic guess.
Can I upload handwritten notes? +
Yes — scan or photograph them into a PDF first, then upload like any other document.
Who can see the documents I upload? +
Knowledge bases are shared across your whole team, so any rep on your account can benefit from what you upload.

Give your reps a second brain today.

Every plan includes Knowledge Base. See what fits your team.

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