The problem
“What did we agree with them?” is one of the most expensive questions in a growing business. The answer is usually somewhere: a transcript, a sent email, a proposal in a shared drive, a note in the CRM. Finding it means knowing where to look and who to ask.
General AI assistants cannot help, because they do not know your business. Answers need to come from your information.
Who it is for
- Teams where knowledge lives in a few people’s heads and inboxes.
- Client-facing staff who need context before a call.
- New starters who do not yet know where anything is kept.
How grounded answers work
When someone asks a question, the useful step is retrieval: finding the relevant material in connected sources first, then using it to form the answer. That keeps the answer tied to your business rather than general knowledge.
Take the meeting workflow Next Verse demonstrates. It reads the week’s meetings, calendar events, recent sent email and meeting transcripts. The same kind of context lets a question like “what did we promise the client on Tuesday?” be answered from the transcript and the follow-up that was actually sent.
Answers depend on what is connected and what was written down. AI can misread or miss things, so treat answers as a fast starting point and check important details against the source.
A real example
The demonstrated workflow shows the same connected context used for action rather than questions:
- CHECKA scheduled check runs every 30 minutes in the demonstration.
- READIt reads the week’s meetings and calendar events, recent sent email and meeting transcripts.
- ACTThe agent analyses the transcript, drafts a follow-up, sends it and creates a branded one-pager in Google Drive.
- NOTIFYA checklist is posted to Slack.
What setup involves
- Choose sourcesDecide which categories to connect: email, files, CRM, finance or job systems.
- Set permissionsAgree who should be able to see what. Privacy and permissions work is part of the Kickstart onboarding.
- Test with real questionsUse questions your team actually asks, and review the answers against the source.
For a practical walkthrough, read using AI with company information.
Requirements and limits
- Only connected, permitted information can be used.
- Your authenticated company data is never public and is not searchable on this website.
- Answers are not guaranteed to be complete or correct. Important decisions should be checked against the original material.
- See security and privacy for how Client Data is handled.
Questions
Is our data used to train models for other customers?
No. Our Privacy Policy says Client Data is not used to train, fine-tune or improve models made available to another customer.
Will every answer show its source?
We do not promise citations on every answer. Setup focuses on grounding answers in your connected information, and you should verify important details.
Can anyone in the company see everything?
Access is agreed during setup. Permissions are part of the onboarding scope.