A practical start for small teams
Your knowledge. Ready for everyday work.
Upload your company guidance, invite your team, and try real questions. Choose a plan with clear prices and allowances, then set up your workspace.
Step 1
Bring your knowledge together.
Start with the policies, service prices, or task instructions you already have. Upload them to your company workspace so your team has a place to find guidance.
- PDF, Word, and text documents
- Manage versions and document access
- Keep your approved sources current
Step 2
Ask a real workplace question.
Invite your team to ask in plain language: ‘What is our refund policy?’ or ‘How do I generate a ticket?’ Obi uses your sources to explain the answer or steps.
- Customer answers and task instructions
- Source references alongside the answer
- Question history to revisit later
Step 3
Keep improving, together.
When the answer needs a human decision, managers can review the question. Use feedback and insights to strengthen your company knowledge over time.
- Manager review for unclear policies
- Save useful guidance as approved answers
- Spot recurring questions and knowledge gaps
A useful answer.
A source to back it up.
Here’s what that looks like for an everyday policy question. Your team sees the guidance and where it came from, so the next step is clear.
Can a customer get a refund after 30 days?
Answered from your company sources
The standard refund window is 14 days. Requests after that period require manager approval.
Refund Policy
Source reference · Page 6
For the people running small businesses
You know your business.
Help your team know it, too.
Choose a clearly priced plan that fits your budget, then start with one company document and a real question. See how Obi helps your team.