# Personalized RAG Grounding

Alano AI is a built-in AI assistant that can answer questions, generate reports, draft emails, and summarize activities directly from your CRM data. By uploading organization-specific materials, you can ground its responses in your company's actual context.

## How it works

Alano AI pulls from your live CRM data by default. When you add materials — product documents, company information, or writing samples — the AI uses them as an additional knowledge base, producing responses that are more relevant to your organization. Uploaded content is broken into knowledge chunks and referenced automatically when responding to related queries.

## How to add organizational knowledge
## Step 1: Open Resources for AI

Go to Settings

Click Organization Settings

Select the Resources for AI tab

Click Manage AI Resources

## Step 2: Add knowledge

Enter a Title for this knowledge (optional)

Paste or type your Knowledge Content - product information, company policies, procedures, or writing samples

Add a Category to organize the content (e.g., product-info, policies, procedures)

Add Tags if needed (comma-separated)

Attach a Source Document (optional)

Click Process Knowledge to save and chunk the content

## Step 3: Manage existing knowledge

Use the Knowledge Chunks panel on the right to browse, search, and manage previously uploaded content.

Keep your knowledge materials updated so AI responses stay grounded in your current organization context

You can also access the knowledge management panel directly from the Alano AI chat by clicking Manage RAG in the top right

Alano AI works without additional grounding — the knowledge base only enhances the quality of its responses

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/personalized-rag-grounding-RJYg1W038V

## Related guide pages

- [Alano User Guideline](https://wiki.alano.ai/guide/)
- [Customization](https://wiki.alano.ai/guide/customization-8ddSaxvPIY/)
- [Welcome to Alano](https://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/)
- [Features](https://wiki.alano.ai/guide/features-TcyTIG1kHe/)
- [Contacts/Customers](https://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/)
- [Alatasks](https://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/)
- [Deals](https://wiki.alano.ai/guide/deals-glGb1Ojq9n/)
- [Custom Objects](https://wiki.alano.ai/guide/custom-objects-vKkregeoYs/)
- [Alanotes](https://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/)
- [Resources](https://wiki.alano.ai/guide/resources-C4DgheeRju/)
- [Intelligence](https://wiki.alano.ai/guide/intelligence-C27rBzbm0P/)
- [Settings](https://wiki.alano.ai/guide/settings-WGYKnuS6lc/)
- [Alano AI Chatbot](https://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/)
- [Native Assistant](https://wiki.alano.ai/guide/native-assistant-5qlmONfOKz/)

Last generated: 2026-06-30