Knowledge and Retrieval
Knowledge and Retrieval provides approved source material for document workflows. It helps proposals, quote explainers, SOW drafts, and sales packets use current language, product facts, policy guidance, and reusable instructions instead of relying only on free-form prompting.
Define your organization's reusable sales knowledge in a structured format that document workflows can retrieve when generating drafts. This keeps generated content closer to approved messaging and makes review easier.
Core capabilities
- Build knowledge records optimized for document generation and review.
- Store approved language, product descriptions, process instructions, and policy rules.
- Retrieve source context alongside Salesforce record data.
- Keep generated drafts aligned to current business guidance.
- Support source traceability during human review.
Typical outcomes
- Better document quality with fewer unsupported or stale claims.
- Faster setup for new templates because approved content is reusable.
- More consistent language across proposals, quote explainers, SOWs, and customer packets.
Operational model
- Knowledge assets are authored and curated as governed records.
- Retrieval is combined with Salesforce context during document workflow execution.
- Access policies define who can read, update, and activate knowledge assets.
- Reviewers can use source context to validate generated output before sharing.