A: Hi @105158759937627581876, great questions. Short answer: yes, your flow is doable in Release0, and it’s straightforward.

1) Client-only access with Google Sheets (or DB)

You can validate users against a “client code” stored in Google Sheets, greet valid users by name, and block access for non-clients.

How it works (high level):
1. Capture inputs → ask for client code (and optionally email/name).
2. Lookup in Google Sheets → match client_code and fetch the row (e.g., name, plan, etc.).
Docs: https://docs.release0.com/editor/blocks/integrations/google-sheets
3. Branching logic
• If found → “Welcome, {{name}}!” → continue to private content.
• If not found → show “clients only” message + your subscription plans.
4. Knowledge assessment → ask a few targeted questions (forms/buttons), set a skill level variable, then route users to “start from scratch” or “advanced” tracks.

This same pattern also works with NocoDB or Supabase if you prefer a database.

2) “Training” the bot on your 5×200-page docs

Release0 uses BYOK (Bring Your Own Key) for the LLM (OpenAI, Anthropic, Groq, via OpenRouter, etc.). We don’t retrain models; instead we use retrieval-augmented generation (RAG) so the agent cites your content.

What this means for your docs:
• You can index large documents (hundreds of pages each).
• Enable source-only / grounded mode so the bot answers only from your materials and says “I don’t know” when content isn’t found (reduces hallucinations).
• Add a response template that includes links or document titles in answers.

Video: how to add a trained model/KB to your agent → https://youtu.be/a4TMzobl-m0

Quality tips (to keep answers sharp):
• Prefer clean PDFs/Docs with clear headings; split extremely long files into logical sections (e.g., per chapter/guide).
• Use consistent terminology across docs so retrieval hits are precise.
• Turn on “must cite source” / require KB grounding for critical answers.
• Add guardrails: if confidence is low, ask a clarifying question or hand off.