Introduction to Knowledge Documents
Fabius is designed to become an expert in your unique go-to-market motion. A core part of this expertise comes from understanding the specific knowledge your team uses – sales playbooks, product documentation, marketing materials, best practices derived from top performers, and more. Knowledge Documents are the central repository within Fabius for storing, managing, and utilizing this critical information. Think of them as the “brain” Fabius uses to understand your business context deeply.Why Use Knowledge Documents?
By providing Fabius with relevant documents, you enable it to:Improve Analysis Accuracy
Provide context for analyzing calls and documents, ensuring insights are
relevant to your specific products, processes, and market positioning. For
example, understanding your definition of a qualified lead or your
standard procedure for handling a specific objection.
Automate Tasks Intelligently
Generate context-aware email drafts, suggest relevant follow-up actions, and
populate CRM fields based on your established best practices found in the
documents. Fabius can reference your official pricing sheet or pull steps
from your implementation guide.
Enhance Coaching & Enablement
Surface relevant procedures or talk tracks during analysis, helping reps
learn and apply specific knowledge from your internal documentation. Fabius
can compare a rep’s performance against your documented sales methodology.
Maintain Consistency
Ensure that AI-driven tasks and analyses adhere to your company’s approved
messaging, procedures, and product information. Keep AI outputs aligned with
your brand voice and official guidelines.
The Big Picture
- Add Knowledge: You add documents from various sources like direct uploads, web links, Google Docs, or generate them from analyzing top-performing calls and emails.
- Processing: Fabius cleans up the content (e.g., removing irrelevant parts of webpages) and generates an internal summary to understand the document’s core topic.
- Versioning: Any significant update to a document’s content automatically creates a new version, keeping a history of changes.
- AI Selection: When analyzing interactions (like calls or emails), Fabius intelligently selects the most relevant Knowledge Documents based on the conversation’s context and the document summaries.
- Utilization: The content of these selected documents provides crucial context for AI analysis, helping Fabius understand nuances, follow procedures, and generate accurate outputs like email drafts or call scores.