1 · Hidden knowledge
The answer exists… somewhere.
- Docs spread across SharePoint, Google Drive and inboxes.
- New staff can’t find “the latest version” when they need it.
- Senior people become walking help centres for everyone else.
IN ONE CRM · AI Knowledge & Help Centre
An AI that actually knows
your playbooks, SOPs & FAQs.
Connect AI to your IN ONE knowledge – SOPs, templates, checklists and help articles – so staff and clients get the same, correct answer in seconds. No more hunting in folders or waiting for “that one person who knows”.
Book a Demo
We’ll show an AI assistant answering real questions from your own playbooks and IN ONE
content – live.
The problem
You wrote the playbooks. But they’re not being used in real life.
Policies, SOPs and “how we do things here” live in drives, PDFs and training decks. Under pressure, teams guess, improvise or ask the same questions again and again.
2 · Inconsistent responses
Same scenario, five different answers.
- Ops, sales and support apply policies in different ways.
- Clients get conflicting information depending on who answers.
- Leaders can’t be sure what’s actually happening on the ground.
3 · Slow help centres
Ticket queues for basic questions.
- Support agents look up answers manually for every new ticket.
- Simple “how do I…?” queries wait in the same queue as serious issues.
- Customers feel ignored; staff feel like copy/paste machines.
How it works with IN ONE
AI learns your content – and replies from inside IN ONE.
We don’t replace your knowledge. We connect AI directly to the SOPs, templates and help articles you trust, then surface them where people are working.
Step 1
Plug in your knowledge.
- Sync your SOPs, FAQs, playbooks and help articles with IN ONE.
- Tag content by team, product, region and “who it’s for”.
- Choose which documents are allowed to answer which questions.
Step 2
Train AI on your way of doing things.
- AI learns your tone, steps, exceptions and escalation rules.
- It uses live IN ONE data where helpful (e.g. client status, plan type).
- Every answer includes links back to the underlying source content.
Step 3
Serve answers where people are.
- Inside IN ONE for staff, inside your help centre or chat for clients.
- Simple cases get auto-answers; complex ones escalate with context.
- Everyone sees the same guidance, from the same knowledge spine.
Where your AI assistant shows up.
One brain, multiple faces: internal knowledge tool, client help centre, chat assistant and even support for agents in live calls.
Inside IN ONE
Search bar for your own team.
Staff can ask “how do we handle X?” from client, deal or ticket screens – and get
answers that already match your data and workflows.
Help centre & portal
AI front door for clients.
Clients type plain-language questions and get answers based on your help articles and
policies before opening a ticket.
Chat & WhatsApp
Support bots with a brain.
Your chatbots and WhatsApp flows can pull from the same knowledge so scripts and
replies stay in sync with your official playbooks.
Agents & callers
Live assist on tough calls.
Human agents and AI callers can fetch up-to-date guidance mid-call, helping them give
correct, compliant answers without putting clients on hold.
From “who knows this?” to “the answer is here”.
A simple flow that turns scattered knowledge into consistent answers across teams and channels.
1
Someone asks a question.
A new hire, agent or client types a natural-language question in IN ONE, your help
centre or chat widget.
2
AI searches your content.
The assistant looks through the approved SOPs, FAQs and templates connected to IN ONE
and finds the best matches.
3
Answer + next action appear.
The user sees a short, practical answer, plus quick actions – like “insert template”,
“open SOP” or “start this workflow in IN ONE”.
4
Learning loop improves answers.
Feedback (“this was helpful / not helpful”), edits and outcomes teach the assistant to
answer better next time – using your logic, not generic AI advice.
You stay in control of which knowledge the AI can use, which channels it can answer in, and when to hand off to a human – with everything logged in IN ONE.
Who it helps
For teams, it’s instant guidance. For clients, it feels like a smart help centre.
Same knowledge spine; different experiences tailored for staff, leaders and customers.
Inside your team.
- New hires get up to speed faster with answers in plain language.
- Senior people stop being bottlenecks for basic “how do we…?” questions.
- Ops and compliance see their SOPs actually used in daily decisions.
- Everyone follows one, visible way of doing things instead of private versions.
From your clients’ point of view.
- Help centre answers feel clear, human and aligned with your brand.
- Simple questions are resolved immediately without opening a ticket.
- Complex issues escalate with context so clients don’t repeat themselves.
- Clients feel like your whole organisation is on the same page.
Questions
AI knowledge & help centre in IN ONE – common questions.
Will the AI make up answers we haven’t approved?
The assistant is restricted to your approved knowledge sources. We configure which
SOPs, FAQs and playbooks it can use, and in which channels. If a question falls
outside that scope or confidence is low, it routes to a human instead of guessing.
Do we need perfect documentation before we start?
No. We usually begin with your most-used SOPs, FAQs and templates – the 20% that
cover 80% of daily questions. As we see what staff and clients ask most, we help you
fill gaps and improve the content over time.
How does this connect to our existing help centre tools?
IN ONE can index content from your current help centre or documentation tools, then
surface AI answers via widgets, chat or embedded search. The key is that answers and
actions ultimately anchor back to IN ONE so you keep one client spine.
Can we see which articles and SOPs people use most?
Yes. Dashboards in IN ONE show which questions are asked, which documents the AI
used to answer them, and where clients or staff still need human help. That gives you
a live roadmap of which playbooks to refine next.
Want an AI that gives the same answer you would – just faster?
Bring a sample of your SOPs, FAQs and templates. We’ll show how an AI assistant inside IN ONE could answer real questions from that content – and what it means for training, support and consistency.
