AI is only as useful as what it knows about your business. When you put your own documents, data, and tools to work, answers reflect how your business actually operates. Here is how to get started.
What counts as knowledge
Knowledge is anything your team relies on to do its work: documents, data, internal resources, and the connected systems where information already lives. Guides, policies, playbooks, product details, and answers to common questions are all good candidates.
Start with the questions people ask most
You do not need to bring in everything on day one. Make a short list of the questions your team hears most often, then find the documents that answer them. Starting there gives you useful answers quickly and shows your team the value right away.
Connect the tools you already use
Cohrt connects with Google Workspace, Slack, Microsoft, GitHub, HubSpot, ClickUp, QuickBooks, and many more through a growing integrations catalog. Connecting the systems your team already uses lets your knowledge, workflows, and AI Agents work with the information your business relies on.
Keep knowledge current
Knowledge goes stale. Review your sources on a regular schedule, retire documents that no longer apply, and add new material as your business changes. A little upkeep keeps answers accurate and keeps your team's trust.
Protect sensitive information
Not everything belongs in front of AI. Cohrt lets you switch on scanning that detects personal and payment information, such as credit card and Social Security numbers, in chat messages, file uploads, and connected data, then blocks or masks it before it travels further.
Learn more about how Cohrt protects your data on the security page.