Folio AI · How it works
You bring the knowledge. We do the rest.
Folio AI isn't a do-it-yourself tool. Every implementation is built, tested and looked after by us, so you get chat that's genuinely ready for your customers and team. Scope and timings depend on your knowledge and how it'll be used.
- 01
Share your knowledge
You provide the approved material — manuals, catalogues, specifications, product data — and tell us what's for customers and what's for staff only.
From you
- Your approved documents and product data
- Which material is for customers, and which is for staff only
- The questions you're asked most often
From us
- A short scoping conversation
- Guidance on formats and what works best
- 02
We build it
We structure, index and configure your knowledge, brand the chat as yours, and test it against the questions your customers and team really ask.
From you
- Your branding and support details
From us
- Structuring and indexing your knowledge
- A separate protected database, only if your business needs one
- Exact lookup for part numbers, models and codes
- Testing against real questions
- 03
You approve it
You try it with representative questions, check the answers and presentation, and sign off before anything goes live.
From you
- Time to try it with representative questions
- Sign-off on answers and presentation
From us
- Changes from your feedback
- A clear view of what it can and can't answer
- 04
We keep it useful
We host, maintain and update it within an agreed scope — adding new documents as your products change.
From you
- New or updated documents as your products change
From us
- Hosting and maintenance
- Updates within the agreed scope
- A human to talk to
Every answer
How an answer is made.
- 01
Find
It searches only your approved knowledge for the passages, tables and diagrams that match the question.
- 02
Answer
It writes an answer from that evidence alone, in plain language, with cautious wording where certainty is limited.
- 03
Show
It shows the source documentation and any relevant diagrams beside the answer.
- 04
Or hand over
If the evidence isn't there, it says so and points people to your support route instead of guessing.