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

  1. Go to Settings

  2. Click Organization Settings

  3. Select the Resources for AI tab

  4. Click Manage AI Resources


Step 2: Add knowledge

  1. Enter a Title for this knowledge (optional)

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

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

  4. Add Tags if needed (comma-separated)

  5. Attach a Source Document (optional)

  6. 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