Cluely’s knowledge base lets you sync your entire company knowledge, sales scripts, and process docs as text so the AI can use them in real-time during calls. It supports team-level permissions, shared access, and detailed usage analytics.

How to Add Documentation

There are three ways to add content to your knowledge base:
Admins can upload files directly to the knowledge base through the enterprise portal.

Upload Process

  1. Navigate to enterprise.cluely.com
  2. Go to Your Organization > Knowledge Base
  3. Click Upload Files

File Organization

The knowledge base supports folder structure for visual organization:
  • Articles - Documentation and written content
  • Text-based documents - Any text format including PDFs, Word docs, and markdown files
  • Custom folders - Create your own organizational structure
Supported file formats include PDF, DOC, DOCX, TXT, MD, and other text-based documents.

Key Features

Massive Context Window

With a 1M token context window, it can hold and reference massive amounts of your content in a single session.

RAG-Powered Intelligence

The system uses RAG (retrieval-augmented generation) to instantly pull the most relevant pieces from your stored knowledge and feed them into the AI during conversations, ensuring responses are both accurate and deeply contextual. RAG is technically unlimited but quality retrieval caps out around 1M tokens.

Advanced Memory Technology

Our RAG comes from a third party research and product lab building the memory layer for the AI era. Memory - that’s dynamic, works like the human brain, and scales without breaking bank.

When RAG is Used

  • Live insights - AI provides contextual answers during active calls
  • CMD Enter - Quick access to relevant knowledge when you need it
  • Scoped context - Unique insights for missed opportunities and meeting notes
  • Conversation linking - Connecting past conversations to your pre-call briefs

Team Collaboration

  • Team-level permissions - Control who can access and modify knowledge
  • Shared access - Collaborate on knowledge base content across your organization
  • Usage analytics - Track how your knowledge is being utilized during calls