Prepare an evidence-based reply
Paste the customer’s question and add product references. Review Customer needs, Suggested reply and To confirm, then copy the suggested reply.
KNOWSALES HELP
Get useful answers in minutes
Start with built-in AI. Connect another AI client only when you are ready.
Quick start
Save and reuse
Saved AI answers await review. You can view or explicitly select your own record. Automatic retrieval requires publication. In the legacy home, view and copy the record to continue asking.
Connect external AI
Complete a real task with built-in AI first. When you need external AI, visit Connect to check your MCP connection options and permissions.
Get started
Complete one useful sales task before changing advanced settings.
- 1Create your account and keep the page language you chose.
- 2Open the built-in AI workspace. No API key is required.
- 3Ask a real sales question or use one of the suggested examples.
- 4Save a useful answer privately, then open it from your knowledge area.
You are done when: You received one useful answer and can find the saved copy again.
Create a free account Connect your AI
This is optional. Your built-in AI remains available without an external connection.
- 1Choose Claude Desktop, ChatGPT, or another MCP-compatible client.
- 2Review the requested workspace and permission scope.
- 3Create the smallest permission set needed for your task.
- 4Verify the connection by reading one known item before allowing writes.
You are done when: Your chosen client can read only the knowledge you authorized.
Open the connection guide Billing and plans
Review the first payment, renewal amount, currency, taxes, and cancellation timing before checkout.
- 1Choose monthly or yearly billing and confirm the exact plan.
- 2Review the first charge and the later renewal price.
- 3Complete payment only on the secure Creem checkout page.
- 4Return to KnowSales and wait for Pro access to be confirmed.
You are done when: Your account shows Pro and the billing period matches your receipt.
Review plans in your account Privacy and sharing
Know what is private, what is shared, and what can be published before saving content.
- 1A saved answer starts as a private copy for your account.
- 2Review generated knowledge before team reuse or external sharing.
- 3Choose analytics, product update, and marketing preferences in your account.
- 4Never paste API keys, passwords, or confidential credentials into shared content.
You are done when: You can identify who can access the item and where to change that access.
Read the privacy policy Still blocked?
Contact support with the page address, what you expected, and the exact step that failed. Do not include passwords, payment card details, or API keys. The current public support promise is asynchronous.
Email support