A better, more efficient way to AI

Become an
AI-forward
company.

Your applications. Your company knowledge.
Working together, powered by AI.

IntelliVault turns scattered knowledge into a shared foundation for useful answers, custom AI solutions, and workflows built around your business.

Build your foundation See how it works

Start with one team. Grow with your business.

THE CONNECTED COMPANY01 / FOUNDATION
Files & docs
Customer data
Team knowledge
IntelliVaultYour connected knowledge foundation
ConnectedCurrentPermission-aware
Better answersSmarter work
A strong foundation. More possibilities.

Bring together the tools your business already works in.

Google Drive OneDrive Salesforce HubSpot Slack + more

Need a connection to your own system? Let’s build it together

Company knowledge, put to work

Better AI starts with
what your company knows.

Your files, customer records, and team notes hold valuable context. Bring them together so people can use what the business knows, wherever that knowledge lives.

01

Less time searching.

Find the full picture across applications without repeating the same search in every tool.

02

More shared expertise.

Make past work and team know-how easier to reuse, without relying on the one person who knows where everything is.

03

Better-informed decisions.

Bring the context behind a customer, process, or project into the decisions your team makes every day.

Built around your business

Your systems.
Your workflows.
AI that fits.

From industry-specific software to internal tools, we can build a connector for any system. We work with you to tailor IntelliVault to your applications, processes, and priorities.

Let’s talk about your systems
  1. 01
    CONNECT

    Bring your systems together.

    Use an existing integration or work with us on a custom connector. Your team keeps working in the tools it knows.

    Existing integrationsCustom connectors
  2. 02
    TAILOR

    Shape it around how you work.

    We’ll identify the knowledge and workflows that matter most, then fit IntelliVault to your team’s needs.

    Your prioritiesYour processes
  3. 03
    PUT AI TO WORK

    Make AI useful, every day.

    Start with source-backed answers, then work with us to build assistants and workflows that use the same knowledge layer.

    Useful answersCustom AI solutions

Information access in practice

From questions
to progress.

Put your company’s context to work in a customer meeting, a daily process, or a new hire’s first week.

Walk into customer conversations with proposals, meeting notes, and account history already connected.

See your workflow in a demo
IVIntelliVaultILLUSTRATIVE EXAMPLE

What should I know before our next meeting with Acme?

Your knowledge, brought together

Acme’s renewal is coming up next month. Their last meeting focused on expanding to a second location, and the latest proposal includes pricing for the additional team.

Go into the meeting ready to discuss expansion, pricing, and renewal timing.

GROUNDED IN YOUR SOURCES
CRM account recordMeeting notesLatest proposal
Answers respect your existing access permissions.

One knowledge layer. More possibilities.

Connect once.
Build what’s next.

Information access is the starting point. IntelliVault’s knowledge layer also gives us a foundation to build custom AI assistants, tools, and workflows for your business.

Each new solution can reuse your existing data connections and company context. We can focus on what it needs to do, without rebuilding access to the same information for every AI project.

Plan your AI solution

Your connected systems & company knowledge

IntelliVaultShared knowledge layer

Existing connections · Current company context

AnswersFind information
Custom AIAssistants & tools
WorkflowsTailored processes
Reuse the connections. Focus on the solution.

Confidence at the foundation

Connected knowledge.
With control built in.

Your permissions, preserved.

People only see the connected information they’re authorized to access.

Sources you can check.

Supporting files and excerpts make answers easier to verify before you act.

Knowledge that keeps up.

Connected content stays synced as information changes in your source systems.

A clearer first step

A few things
you may be wondering.

Can we build custom AI solutions on IntelliVault?

Yes. We can work with you to build specific assistants, tools, and workflows on top of IntelliVault’s knowledge layer, such as a proposal drafting assistant or a customer handoff workflow. These solutions can reuse the connections and company context you’ve already established, so every new project doesn’t have to rebuild the same data access.

What if our system isn’t on the integration list?

We can build a connector for any system, including industry-specific software and internal applications. We’ll work with you to understand your setup and tailor the connection and IntelliVault experience to your business.

Can we start with just one team?

Yes. Start with an AI starter kit for a focused workflow and its priority sources, such as customer records and proposals for a sales team. Add more knowledge, teams, and custom solutions over time.

What will we cover in a demo?

We’ll review your applications and priorities, explore a workflow with IntelliVault, and discuss any custom connections you need.

Let’s make it work for you

Bring AI into
your everyday work.

Tell us about your business. We’ll help you find a useful starting point and show what IntelliVault can do for your team.

  • Discuss your systems and custom connector needs
  • Explore a workflow that matters to your team
  • Map out a manageable first step
Ready to explore on your own?Try IntelliVault

See IntelliVault in action.

Book a demo with our team.

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