WHY WE BUILT THIS MODULE
Where technical information gets lost
1
Fragmented documentation
Manuals, procedures, reports and internal files are spread across folders and applications.
2
Slow support responses
The employee knows the information exists, but spends time searching for the right page or version.
3
Chatbot without a source
A generic model can produce a plausible-sounding answer without using the company's authorized document.
Designed for technical answers based on controlled sources
The goal is not a chatbot that "knows everything", but a system that finds the right information and shows where it comes from.
- Indexes manuals, PDFs, procedures and other authorized sources
- Searches semantically without losing exact matching
- Keeps the link between the answer and the source document or passage
- Respects versions, access rights and the separation between document collections
- Can compare or synthesize information from multiple relevant sources
- Prepares answers for technical support, pre-sales or internal operations
Key features
PDFs & internal files
Controlled indexing of selected documents.
Natural language search
Questions asked in the user's own terminology.
Answer with source
The answer is linked back to the relevant document.
Multiple sources
Several collections within one authorized space.
Assisted technical support
Steps and context before the response reaches the customer.
Escalation
The case moves forward when the evidence isn't sufficient.
MODULE PREVIEW
Answers need to stay tied to evidence
An AI answer used inside a company shouldn't rely on the model's general memory when the organization already has an authorized document. AI Sales retrieves the relevant material and uses it as the basis for the answer: search, respond, show the source, and escalate when needed.
- controlled indexing
- retrieval from authorized sources
- answer with context
- escalation when evidence is insufficient
THIS IS A MODULE OF AI SALES 2.0 PLATFORM
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Simplified architecture
From data to controlled action
Your ERP and CRM remain the source of truth for operational values. AI Sales adds interpretation, rules, prioritization and workflow on top of your existing systems.
Authorized documents
Indexing
Retrieval
AI answer with source
Employee / support
Escalation
Benefits delivered by the platform
1
Documents become usable data
PDFs, images, emails and forms can be turned into business fields and objects.
2
Technical information becomes easy to find
Users search by meaning and context, not just by the exact file name.
3
People check the exceptions instead of transcribing everything
AI prepares the data or the answer, and the operator steps in where confidence or consequences require it.
Comparison
File search, generic chatbot, or Document Intelligence?
The main difference is source control. AI Sales aims to answer from authorized documents and show the user where the answer came from.
| Capability | File search | Generic chatbot | AI Sales Document Intelligence |
|---|---|---|---|
| Natural language | Limited | Yes | Yes |
| Company documents | Manual | Only if connected | Controlled indexing |
| Shows the source | File found | Variable | Answer + context / document |
| Operational support | No | Generic | Can combine knowledge with authorized context |
A BONUS FOR YOU
The "AI Architecture for B2B in 2026" presentation
Engineering, not magic: 25 slides on connecting GenAI to the ERP and legacy software your company runs on, through a hybrid architecture.
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ADDED IN AI SALES 2.0
You can run AI agents on top of your data!
The agent can combine documents with data from the company's systems and turn the information it finds into a work step.
- searches manuals, procedures, PDFs and technical documentation;
- extracts structured data from documents and images;
- checks the information against ERP, CRM or other authorized sources;
- prepares the answer, the support case or the next action.
Other connected modules
Intelligent B2B Order Taking & Technical Sales
Turns customer requests, PDFs and specifications into products and quote lines.
See the module
Sales Operations & B2B Approval Workflows
Extracts the information needed for contracts, exceptions and checks before approval.
See the module
AI Agents for ERP & CRM Data
Document Intelligence gives the agent the context it can then turn into controlled actions.
See the module
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Last updated: 6 November 2026
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