Ingest company documents, chunk and embed them for permission-aware search, then combine that knowledge with customers, past sales, pending deals, activity, support history, and other records. Scheduled AI analysis can surface new opportunities, risks, and next actions—especially inside the customer relationships you already have.
Recent support themes, project documents, past purchase history, and an open implementation milestone all point to a likely need for the premium onboarding package.
Document search is only the first layer. CompanyIQ becomes more valuable when unstructured knowledge and structured business records are analyzed together—so the system can answer questions, find patterns, and proactively surface revenue and retention opportunities.
Upload company knowledge, extract text, split it into searchable chunks, preserve source metadata, and prepare it for retrieval.
Store vector representations in the AI data plane so users can find relevant information even when their wording does not match the source document.
Build AI context only from documents, records, fields, and relationships the current user is allowed to access.
Relate knowledge to customers, contacts, past purchases, open opportunities, projects, support history, meetings, and custom business records.
Run recurring analysis across recent changes and account history to surface material risks, expansion signals, renewal opportunities, and follow-up ideas.
Show the records and source material behind each insight, then route approved actions into opportunities, tasks, workflows, inboxes, or external systems.
Keep source documents, operational business data, AI retrieval state, compliance evidence, and any specialized processing separated by responsibility while presenting one coherent intelligence experience to the user.
Choose the product pattern closest to your market, then tailor the data model, screens, AI behavior, integrations, permissions, workflows, and positioning.
Connect the documents and business records that matter in your market, define the insights your users care about, and build the search, alerts, opportunity workflows, and branded experience around them.