Train With Your Knowledge

Training lets you feed your company's existing knowledge into your employees so they can answer questions and make decisions based on your real data.

TL;DR

Connect a source (Notion, Slack, HubSpot, Jira, and 35+ more), click Train, pick which content to include, and the system builds a knowledge base your employees can search during every conversation. Training is company-wide, so all employees share the same knowledge. Train once, everyone benefits.

How It Works

Training pulls content from your connected apps and builds a searchable knowledge base that employees automatically use during every conversation.

The pipeline:

Session tracking. Every training run creates a session with real-time progress. You can see how many documents were found, how many were processed, and whether any failed. Pipeline steps (searching, building graph, complete) appear in a timeline.

Queuing. You can start a new training run while one is already running. The new run is queued and starts automatically when the current one finishes.

Supported Sources

Training works with 39 connected apps across 8 categories. Each connector knows how to list available sources and extract content.

Source picker. Most sources let you choose exactly what to include. Notion shows pages, Slack shows channels, Jira shows projects, HubSpot shows object types (contacts, deals, companies). The picker adapts to whatever content structure the app uses. If no picker appears, the system trains on all accessible content.

Where to Find It

Training is accessed from the tool card or the company Training tab:

1. Go to your Workspace and click on any employee
2. Open the Tools tab
3. Find a connected app in the Apps section
4. Click the Train button on the card (appears when connected and trainable)

Or go to the Company Dashboard and open the Training tab to see all training sources in one place.

What You Can Do

How to Set It Up

1. Connect an app. Go to an employee's Tools tab and connect a source app
2. Click Train. Hit the Train button on the connected app card
3. Pick sources. Select which pages, channels, projects, or objects to include. Or skip to train on everything
4. Wait for completion. Watch the session timeline for progress. Training runs in the background and does not block chat
5. Done. All employees now have access to that knowledge automatically

Tips and Tricks

• Start with your most important docs. Train on your core documentation first, then add more sources over time
• Use the source picker. Selecting specific sources gives you cleaner, more relevant knowledge than training on everything
• Retrain when content changes. If your source documents are updated, run training again. The system skips unchanged content and only processes new material
• Training does not block work. Employees can chat and work normally while training runs in the background
• Combine multiple sources. Train on Notion for your docs, Slack for team context, HubSpot for client data, and Jira for project context. Each run adds to the same shared knowledge base
• CRM training is powerful. Training on HubSpot, Salesforce, or Pipedrive gives every employee instant knowledge about your clients, deals, and pipeline without needing to ask

Good to Know

• Company-wide, not per-employee. Training applies to the entire organization. All employees share the same knowledge. You do not need to train each employee separately
• Knowledge appears automatically. After training, employees search the knowledge base on every message. You do not need to tell them to use it
• Sessions are tracked. Every training run creates a session with full document-level detail: what was ingested, what was skipped (duplicates), and what failed
• Queuing is automatic. If you start a new training run while one is active, it queues and starts when the current one finishes. No runs are ever rejected
• Source picker varies by app. Notion shows pages, Slack shows channels, Gmail shows labels, Jira shows projects, HubSpot shows object types. The picker adapts to whatever content structure the app uses
• Duplicate detection. Documents are deduplicated automatically. If the content has not changed since the last training run, it is skipped
• Not every app supports training. Only apps with text-rich content (documents, messages, issues, CRM records) support training. Analytics tools, payment processors, and utility services are for real-time use, not training

Frequently Asked Questions

Q: Does training work per employee or per company? A: Per company. All employees share the same knowledge. Train once, everyone benefits.

Q: How long does training take? A: It depends on how many documents you are training on. A handful of Notion pages takes under a minute. A large Google Drive with hundreds of files takes longer. Training runs in the background and does not block anything.

Q: Can I train on multiple sources at once? A: You train one connected app at a time, but you can queue multiple runs. Start training on Notion, then immediately start training on Google Docs. The second run queues and starts when the first finishes.

Q: What happens if I train on the same content twice? A: Documents are deduplicated automatically. If the content has not changed, it is skipped. Only new or modified content is processed.

Q: Do I need to tell employees to use the trained knowledge? A: No. Employees automatically search the knowledge base during every conversation. The results are injected into their context silently.

Q: Does training cost credits? A: The fetching and ingestion phase is very low cost. The knowledge-building step uses minimal processing. The cost is negligible compared to regular chat.

Q: Can I untrain or remove specific content? A: Not yet from the UI. If you trained on wrong data, retrain with the correct sources selected. A selective "forget" feature is planned.