GetAccept AI
Adding company context helps GetAccept AI create outputs that sound like your brand instead of generic SaaS messaging. By providing specific details about your products and positioning once, you ensure every AI interaction across your team is more relevant and trustworthy.
You can build your knowledge base in minutes by auto-generating it from your company website, uploading files as knowledge sources, or adding detailed knowledge items manually.
Once your knowledge base is set up, GetAccept AI uses it as context when you create or edit Deal Room pages with AI, so the output reflects your buyer, your conversations, and everything already in your Deal Room.
Access AI Settings
Go to your AI Settings page to manage how the AI understands your company.
Note: Only entity admins can access and manage the knowledge base.
Auto-generate your knowledge base
The quickest way to get started is to use AI to automatically generate your knowledge base. Ensure your company website address is correct, then press Generate knowledge base. GetAccept AI will review your website and create a simple knowledge base which you can then edit if needed.
The generated knowledge base is a strong starting point. We recommend reviewing and refining it to match your needs and tone. The knowledge base is generated in your entity's configured language.
You can re-run the generation at any time. When you do, you'll have the option to clear existing knowledge or append to it.
Note: Only entity admins have the permissions to manage these settings and influence AI output for the entire team.
Generating or re-generating your knowledge base counts towards your AI sessions limit.
Upload files
You can upload files to be used as AI context. For example, you could upload a document with your product details, or your brand guidelines, or information about your competitors.
Supported file types are .pdf and .docx.
GetAccept AI will review the text in these documents. It won't use or read images in files.
Make sure to describe how and when our AI should use the content in the file in the description field. A clear description guides the AI to better output.
Uploading files as knowledge does not count towards your AI session limit.
Writing a strong AI knowledge base
The auto-generated knowledge base gives you a solid foundation to build on. We recommend adding additional information to enhance your knowledge base, especially internal information that won't be picked up from your website.
Add your company and product information
Start by defining the core elements of your business so the AI can reference them when generating content.
Open Company Settings within the AI Settings page.
List your primary competitors and how you differentiate from them.
Add your main products or services and your key value propositions.
Give some examples of your top customers so the AI understands the kinds of businesses you sell to
Pro-tip: Follow the 40/60 rule for the best results. Use roughly 40% public information from your website and 60% internal knowledge about how your team actually handles deals.
Set your writing instructions
Guide the AI on how to communicate by setting clear tone and formatting preferences.
Go to Writing Instructions to define your preferred tone of voice, such as being confident and practical.
List specific terminology to use or avoid, including preferred spelling or jargon.
Add formatting rules, such as keeping responses easy to scan or avoiding exaggerated claims.
Note: If your reps frequently correct AI output manually, that correction belongs in your writing instructions.
Create detailed knowledge items
For more complex information like competitor battlecards, customer personas, or policy documents, use the Knowledge Base items feature.
Think of the Knowledge base as a resource you could share with any relevant employee of your company internally, and they would be able to learn from the knowledge.
You can do this manually, or by uploading files.
Go to the AI Knowledge Base section and select Add knowledge.
Give each item a clear title and a brief description. This helps the AI understand how and when to use these resources.
Use the Markdown editor to add detailed content that the AI can use as long-term memory.
As a minimum, we recommend creating a knowledge base item for your company description - i.e. a summary of your business, the industry you operate in, the kind of customers you're targeting and the products and services you offer. You can go into more detail for each of these in specific knowledge base items.
Pro-tip: Use short, clear inputs that reflect how your team talks to customers in real meetings and emails.
Use company knowledge in the Deal Room
Once the knowledge base is set up, reps can leverage this context when using AI to generate or edit content for buyers.
When you use the AI editor, the knowledge base will be used as a context source so that your AI output accurately reflects the information you have provided.
Create and edit Deal Room pages with AI
Your knowledge base powers more than just block-level edits. You can use AI to create entire Deal Room pages from scratch, or rework existing pages with a single prompt. Because the AI works with the context of your deal alongside your knowledge base, the output is personalized to your buyer instead of being generic.
With AI-powered page creation and editing, you can:
Create entire Deal Room pages using natural language prompts
Edit a full page, a single section, or multiple selected sections
Rework layouts, merge content, and restructure pages
Use presets, saved prompts, or free text to guide the output
Provide additional context through prompts, files such as PDFs, or URLs
When generating or editing a page, you can upload additional files or select from those already in the Files tab. AI can dynamically structure pages by adding, removing, or reordering sections, applying existing layouts and elements, and applying section and text color schemes based on your entity branding settings.
You can switch between AI editing and the manual editor at any time, or combine both approaches on the same page.
Pro-tip: AI gives you a strong starting point, but you're always in control of the final result. Review AI-generated content before sharing it with buyers.
Generate templates and reusable content with AI
You can also use AI to build assets your team will reuse across deals:
Generate full Deal Room templates
Create reusable content resources, such as sections or pages
Build structured drafts with placeholders for future deal-specific input
Outputs will be more generic without deal-specific context, which is exactly what you want when building reusable templates and resources for the team.
Frequently asked questions
Is the generated knowledge base ready to use as-is?
It's a strong starting point. We recommend reviewing and refining it to match your needs and tone.
What file types are supported for upload?
.pdf and .docx files are supported.
Can the AI read images inside files?
No. Only text content is used.
Who can set this up?
Only admins can access and manage the knowledge base.
How should I use the description field for files?
Describe when and how the AI should use the file. This helps guide better output.
Does this guarantee perfect AI output?
No. As with all AI, outputs should be reviewed before use.
What happens if I generate the knowledge base multiple times?
You can re-run the generation at any time. You'll have the option to clear existing knowledge or append to it.
Does generating a knowledge base use AI sessions?
Yes. Generating or regenerating a knowledge base counts as an AI session. Uploading files as knowledge does not.
Does it crawl my entire website?
The system maps key parts of your website and pulls content from the most relevant sections to build the knowledge base.
What language will the knowledge base be generated in?
It will be generated in your entity's configured language.
Can I still edit Deal Room pages manually after using AI?
Yes. You can switch between AI and manual editing at any time, or combine both.
Can I control what AI edits on a page?
Yes. You can edit a full page, a single section, or multiple selected sections.
Can AI create new layouts?
AI uses existing layouts and elements, but can combine and structure them dynamically.
Does more context always mean better AI output?
Not always. Very large or broad inputs may lead to less precise results. More focused inputs produce more relevant output.
How is AI usage handled?
AI usage is based on your company's AI allowance. Additional usage is available via the AI add-on.