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