> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cluely.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge Base

> Sync your company knowledge, sales scripts, and process docs for AI-powered call assistance

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:

<Tabs>
  <Tab title="Files">
    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

    <Tip>
      Supported file formats include PDF, DOC, DOCX, TXT, MD, and other text-based documents.
    </Tip>
  </Tab>

  <Tab title="Live Links">
    Cluely supports live links for real-time data collection as of August 25th,
    2025\. ### Setup Process Live link integration requires backend configuration
    by our team: 1. [**Email enterprise@cluely.com**](mailto:enterprise@cluely.com) with your live link
    requirements 2. Your dedicated prompt engineer will set up regular web
    collection 3. Configure data sources like support documentation, product
    updates, or knowledge articles ### Use Cases - Support documentation that
    updates frequently - Product knowledge bases - Company wikis and internal
    documentation - External knowledge sources

    <Warning>
      Live links must be configured on the backend and cannot be set up through
      the admin interface.
    </Warning>
  </Tab>

  <Tab title="Data Sources (Integrations)">
    Connect your existing business systems to automatically sync knowledge and data.

    ### Available Integrations

    Cluely integrates with popular CRM and ATS platforms through Merge.dev, enabling automatic data synchronization between your sales tools and meeting insights.

    <Card title="Learn More" icon="link" href="/enterprise/integrations">
      View the complete integrations guide for setup instructions and supported platforms.
    </Card>

    ### Setup Requirements

    As of September 4th, 2025, data source integrations must be requested through our team:

    * [**Email enterprise@cluely.com**](mailto:enterprise@cluely.com) to request integration setup
    * Typically configured during the pilot scoping period of enterprise onboarding
    * Includes CRM systems, ATS platforms, and other business tools

    ### Benefits

    * Automatic contact matching during calls
    * Real-time access to customer history and context
    * Seamless data flow between your tools and Cluely
    * Enhanced meeting insights with full customer context
  </Tab>
</Tabs>

# 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