Here is the client onboarding process from your approved sources, with each step and who owns it.
Client onboarding SOP
CRM account notes
Only sources you are authorised to see
What is Knowledge?
Knowledge answers questions from your company’s own documents, and only shows each person what they are allowed to see.Knowledgeanswersquestionsfromyourcompany’sowndocuments,andonlyshowseachpersonwhattheyareallowedtosee.
Your business knows more than your systems can access
Most organisations already have valuable knowledge spread across documents, conversations, systems, reports and internal processes.
The problem is not always a lack of information. It is the difficulty of finding the right information, understanding it quickly and turning it into action.
Core capabilities
What Knowledge does
Enterprise AI search
Authorised users search internal business information in natural language instead of guessing file names or folder paths.
Search internal documents
Find policies and procedures
Locate project information
Retrieve product knowledge
Surface relevant historical information
Intelligent knowledge assistant
An AI interface for asking questions about approved company information — with answers grounded in the organisation’s own sources.
Example questions
“What is our process for onboarding a new client?”
“Summarise the latest project documents.”
“What were the key issues raised in this account?”
“Where can I find our latest pricing structure?”
Document intelligence
Help teams understand and work with large volumes of business documentation.
Summarisation
Information extraction
Document comparison
Question answering
Knowledge classification
Organisational knowledge layer
A more structured connection between the people, documents, systems and processes that hold organisational knowledge — so it can be retrieved and used, not just stored.
People
Documents
Systems
Processes
AI
Workflow intelligence
Where supported, Knowledge connects knowledge retrieval to operational workflows, so an answer can lead directly to the next step.
Question
Relevant knowledge
Recommended next step
Human decision / workflow
How Knowledge works
Connect
Identify the approved business knowledge sources Knowledge should draw on.
Organise
Structure information so that it can be retrieved intelligently and kept current.
Understand
Use AI to interpret user questions and the relevant business context.
Retrieve
Surface the most relevant information available to the authorised user.
Act
Connect insights to human decisions or approved business workflows.
Illustrative
Knowledge sources
Document managementApproved
CRMApproved
Shared drivesApproved
Personal inboxesNot connected
Organised knowledge
Policies & proceduresKept current
ProjectsKept current
Product knowledgeKept current
Account historyKept current
Question
What were the key issues raised in this account?
Looking for: issues
Scope: one account
Asked by: Sales
Relevant information
Account review notesCRM · visible to you
Support case summaryDocument management · visible to you
Contract termsRestricted · not shown
Next step
Summary of the account's key issues, ready to share.
Waiting for your approvalReview & send
Human + AI
AI strengthens what your organisation knows. People stay accountable.
Knowledge is an intelligence layer that helps people access information and work faster. Important business decisions, approvals and sensitive actions remain under appropriate human oversight.
AI handles
Finding and retrieving relevant information
Summarising long documents and threads
Surfacing context before a decision
Answering routine internal questions
People remain responsible for
Business decisions and approvals
Sensitive or high-impact actions
Owning and approving knowledge sources
Judgement where information is incomplete
Security, reliability & governance
Security & governance
Illustrative
Summarise the latest board report.
Here is a summary of the latest board report.
Board report
You don't have access to this source. Knowledge only answers from information you are authorised to see.
Board report · restricted
User permissions & access control
Information is retrieved in line with who the user is and what they are authorised to see.
Approved knowledge sources
The organisation decides which sources Knowledge can use — nothing is added without approval.
Information governance
Knowledge ownership, review and retention are defined as part of implementation.
Business data protection
Data handling is scoped to the client’s requirements and policies during implementation.
Auditability
Retrieval and usage can be reviewed so teams understand how answers were produced.
Human oversight
Decisions and sensitive actions stay with accountable people.
FAQ
Knowledge FAQs
What is Knowledge?
Knowledge is the enterprise intelligence solution within the Exodus Markets ecosystem, designed to help businesses connect organisational knowledge, information and AI-powered workflows so that authorised teams can find answers, understand context and act faster.
What problems does Knowledge solve?
Knowledge is designed to reduce fragmented knowledge, slow information retrieval, repeated internal questions and manual research across business information.
Is Knowledge an AI chatbot?
No. A conversational assistant is one way to use Knowledge, but Knowledge is a broader enterprise intelligence and knowledge layer: it connects approved knowledge sources, organises information for retrieval, respects user permissions and links answers to next steps in business workflows.
Can Knowledge connect to our existing systems?
Knowledge is designed around approved business systems and knowledge sources such as document storage, CRM, ERP and internal systems. Specific integrations are confirmed during implementation.
Does Knowledge replace our document management system?
No. Knowledge is designed to sit across the systems where knowledge already lives and make that knowledge easier to retrieve and use, rather than asking teams to move everything into a new repository.
Who is Knowledge for?
Organisations that want employees to access internal knowledge and business information more efficiently — from leadership and operations to sales, service, HR, finance and compliance teams.
Base by Exodus
More apps in Base
Knowledge is one of four apps on Base. They share the same customers, bookings, catalog and payments, and Ask Base works across all of them.