Docsie Questions

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Q: own AI key and API features

Hi,
If I buy Tier 3, is it an option or mandatory to use my own AI key?
If I only buy Tier 2, can I only use the in-app help center and API features for a monthly fee if I want to later?

asslaPLUSNov 18, 2024
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Founder Team
Stan_Docsie

Stan_Docsie

Nov 18, 2024

A: If you buy Tier 3, it is optional to use your own AI key to unlock features like the chatbot.
For Tier 2, you can access the in-app help center and API features, but these come with additional fees on top of the base plan.

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Q: Chatbot learning

Q's:
1. If I embed Google Docs. Is the Chatbot learning able to use all the embedded Google Docs articles, or does it only have capability of learning native Docsie articles?
2. Can I ember into an article external data sources, such as a public website page, and again would the Chatbot be able to use this knowledge?
3. Are the public portals/knowledge bases mobile optimised?
4. Can a public knowledge base / portal be hidden from online search engines so only internal staff can access it, or is there a way that only internal staff can access it if it's a public knowledge base/portal
5. Is there any chatbot limits on any tiers. Am I able to have 5 chatbots on a single knowledge base using different articles, etc? I am considering 30 different chatbots that use the same knowlege base, but have 1 extra article that differentiates them.

75709cdafbae45e18dc47a2da9574465PLUSNov 8, 2024
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Founder Team
Stan_Docsie

Stan_Docsie

Nov 25, 2024

A: Chatbot can only learn from native Docsie content, not embedded Google Docs. The chatbot can use embedded content from external sites, but its primary learning is based on Docsie articles. Yes, public knowledge bases are mobile-optimized. You can restrict access via settings like "noindex" or password protection. Different tiers may have limits on the number of chatbots you can use, but it's...

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Q: AI chatbot

Hi, i am interested in buying your software, but i have some questions about it.

1. Does your platform offer a knowledge base where I can upload files, connect data sources, or add websites for crawling to train the chatbot?
2. Can your chatbot generate custom reports or summaries based on client data?
3. Does your system support automating responses, such as email replies, using uploaded or connected data?
4. What integrations do you offer (e.g., CRM, email platforms)?
5. Does your platform integrate with ChatGPT or other AI models? If so, how does it work?
6. What customization options exist for training the chatbot with detailed client-specific information?

ai.nextigenPLUSOct 20, 2024
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Founder Team
Stan_Docsie

Stan_Docsie

Oct 22, 2024

A: thank you for your interest in our software!

Knowledge Base & Data Sources: While we support file uploads, currently don't support connecting data sources, or crawling websites to train the chatbot, we are continually evolving and plan to explore these capabilities in the future.

Custom Reports: Our chatbot doesn't generate custom reports based on client data yet, but we are actively...

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Q: AS Tier vs Docsie Plans Don't Match

Hi, deal term says "All future Standard Plan updates", but the Appsumo higher tiers looksmore similar to Premium or Business plan on Docsie website.

Can please help to clarify? Are Appsumo Tier 3 should be mapped to premium plan and Appsumo Tier 4 mapped to Business plan?

Jeremy_PLUSOct 17, 2024
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Founder Team
Stan_Docsie

Stan_Docsie

Nov 25, 2024

A: Thanks for reaching out. I can see how the different tier names might be a bit confusing. The Appsumo higher tiers indeed offer some features that align with the Premium and Business plans on Docsie, though there are a few nuances.

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Q: Embed Google Docs?

I already have 100's of SOPs in Google Docs. Is it possible to just embed Google Docs in Docsie as opposed to physically rebuilding these documents in Docsie? I would like to keep the Google Docs as the "source of truth."

swilsonjmPLUSOct 10, 2024
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Founder Team
Stan_Docsie

Stan_Docsie

Oct 10, 2024

A: Totally! you can just embed your Google Docs into Docsie... so no need to rebuild everything from scratch. You’ll still keep them as the 'source of truth' .... while we make it all searchable. super easy! let us know if you need a help setting it up!

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