AI knowledge base software

An AI knowledge base that answers with the source.

Add your website, PDFs, spreadsheets and Google Docs. ZynfoAI answers customers and your team from that content, links the page it used, and sends your fallback message when something isn't covered.

  • Source links under answers
  • Answers only from your content
  • Resync a source when it changes
Z
ZynfoAI Knowledge Assistant WhatsApp Business
Can I get a refund on my plan?
Knowledge Assistant ZynfoAI has a 15-day money-back guarantee: email support within 15 days of a charge and we'll refund it. Your plan stays active until the end of the billing period.
Refund policy Source
zynfo.ai/refund-policy
How It Works

From your documents to an answer, in four steps

The method is called retrieval-augmented generation: find the right passage first, then write the answer from it. Example data shown.

ZynfoAI · Sources (example data) Trained
Knowledge sources 4 sources
Source Name Type Chunks Status
docs.zynfo.ai/sitemap.xml
Website 84 URLs Active
enterprise_security_sla.pdf
PDF 32 Chunks Active
pricing_matrix_2026.xlsx
Excel (3 Sheets) 120 Rows Active
Google Drive: SOP Handbooks
Google Drive 18 Docs Importing
Which passages matched Example
Best match customer_return_policy.pdf (Page 2)

"Returns must be requested within 30 calendar days of delivery. All items must be unused, in their original packaging, and include all tags."

Customer Query: "Can I send back an order after 3 weeks?" → Matched with 30-day window
Also used shipping_faq.pdf (Page 1)

"Return shipping is free for all domestic orders within the United States. Pre-paid shipping labels are generated automatically upon return approval."

Customer Query: "Who pays for return postage?" → Pre-paid shipping label
Answer or fall back Example
Answers from Your trained sources
If your sources don't cover a question, the agent sends your fallback message instead of guessing.
Found in your docs Customer Question

"What is the return window?" → "Returns are accepted within 30 days of delivery."

Not in your docs: fallback Missing Policy

"Do you accept crypto payments?" → "I don't have information on cryptocurrency. Let me connect you with our team."

Internal team assistant on your intranet Intranet widget
D
Devin (Support Lead) 10:14 AM

What is the home office equipment reimbursement allowance?

Z
Knowledge Assistant AI 10:14 AM

Full-time team members receive a $500 annual allowance for home office equipment, monitors, and ergonomic desk accessories.

employee_benefits_2026.docx · Section 4.1
Sources

The content you already have

Website pages, spreadsheets, documents and Google Drive files. Values shown are example data.

/ docs.example.com/sitemap.xml
/getting-started Imported
/pricing Imported
/shipping-and-returns Imported
/contact Imported
Website crawler

Import pages from your sitemap

Add your website. The crawler finds your sitemap, follows links, respects robots.txt, and lets you choose which pages to import.

Tier Pricing Delivery SKUs
Package Price Includes
Standard $38 / mo Setup call
Large Custom quote Account manager
Spreadsheets

Excel files and Google Sheets

Upload XLS or XLSX files, or pick Google Sheets, so the agent can answer questions about prices, packages and product details.

return_refund_policy_2026.pdf Page 4 · § 2.1
"Returns must be initiated within 30 calendar days of delivery. Unopened items receive a full refund."
Source links

See where an answer came from

Turn on source links and each answer shows 1 to 3 documents or pages it was based on.

Google Drive Connected
HR Handbook (Google Doc)
Product price list (Google Sheet)
Internal financials (not selected)
Google Drive

Pick only the files you want

Connect Google Drive and import only the Google Docs and Sheets you select. Anything you don't pick stays out of the agent.

Safeguards

How your content is handled

What ZynfoAI does to keep your knowledge separate and your answers on topic.

Data isolation

Your data stays in your workspace

Each account's content is kept separate from other customers'. PII is redacted during ingestion.

Your workspace PII redacted Allowed Domains
The widget only loads on the domains you allow
Guardrails

Fallback and guardrails

Questions your sources don't cover get your fallback message. Built-in guardrails resist prompt injection, including instructions hidden in a page or file.

In your sources · Answer
Not covered · Fallback message
Resync

Update a source in one click

When a page or document changes, click Resync on that source and the agent uses the new version.

Resync: done
Per source, whenever you need it
Insights

See what your docs are missing

The dashboard lists Unanswered Questions and Trending Topics, so you know which document to add next.

Unanswered Questions → Add a document Resync
Satisfaction from end-of-chat ratings is shown alongside
Stack Integration

From your documents to every channel

One set of sources answers on your website and on WhatsApp.

What it learns from
Websites & Sitemaps PDF, DOCX & XLSX Google Drive & Docs
→
ZynfoAI agent Answers · Source links · Fallback
→
Where people ask
Website Chat Widget WhatsApp Business Intranet or internal tool
A help center with a search bar

Guess the keyword, then read

Customers have to guess the right search term, open three articles and find the paragraph themselves.

→
ZynfoAI

Ask in plain words, get the answer

Understands everyday wording, answers from your sources, and links the documents it used.

A general-purpose chatbot

Confident answers you never wrote

A model with no access to your policies can invent a return window or a discount, and the customer holds you to it.

→
Answers from your sources

Source links and a fallback

The agent answers from your documents. If they don't cover a question, it sends your fallback message or brings in your team.

Frequently Asked Questions

Questions about AI knowledge base software

Sources, file support and data privacy.

What is an AI knowledge base?

It is your own content, such as website pages, PDFs, Word files and spreadsheets, indexed so an AI agent can search it before it replies. Instead of handing someone a list of articles, the agent writes the answer and links the page or file it used.

What can I add to the knowledge base?

Website pages (the crawler finds your sitemap, follows links, respects robots.txt and lets you choose which pages to import), PDF, DOC, DOCX, XLS and XLSX files up to 5 MB each by default, and the Google Docs and Sheets you pick from Google Drive. The plan includes up to 500 sources.

How does the knowledge base chatbot avoid making things up?

It answers from the passages it finds in your sources. When your sources don't cover a question, it sends your fallback message or offers your team instead of guessing. No AI is right every time, so test it in the Playground before you publish and check Unanswered Questions each week.

Does it update when my documents change?

Not on its own. When a page or document changes, click Resync on that source and the agent answers from the new version. Make Resync part of the routine of whoever owns that document.

Where can customers and my team ask it questions?

On your website through the chat widget, and on WhatsApp through the WhatsApp Business API. For staff, put the same widget on your intranet or internal tool. The same sources answer on every channel, and a teammate can take over any customer chat from the shared Inbox.

How is our company data handled?

Each workspace's content is kept separate from other customers'. Personal information is redacted during ingestion, and the widget only loads on the domains you allow. Even so, leave payroll files and personal records out of the sources you add.

Test it on your own documents.

Start the 7-day free trial and test answers from your own website, PDFs or Google Drive.

No credit card required 7-day free trial Cancel anytime