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Companies
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← Select a company to manage employees & benefit documents
⚙️ Integrations
Connect Knowelle with your CRM and communication tools
M
Monday.com
CRM & Project Management
Not Connected
🔒 API token stored as a Cloudflare Worker secret — never in the browser or database.
Group Mapping — Where each session type lands
Status Column — What status label each type gets
Employee Identification
Links item to employee's record using their Monday Item ID
Session Data
When to create a Monday item
Coming Soon
📱
Twilio SMS
Real OTP delivery
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Salesforce
CRM sync
🟠
HubSpot
CRM sync
🕐 Recent Chats
Last 7 days — click any session to view the full conversation
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📋 Knowelle Conversation
🟢 Live Agent Chat
📚 Shared Library
Documents shared across clients by carrier or platform
Add Document
📎 Start by uploading your file below — fields and title will be pre-filled after AI extraction.
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Drop file here or click to browse
PDF, DOCX, or TXT
✕ Remove file
💬 Canned Responses
Quick-insert responses for live agent chats
Add Response
Company
Delete company
Employees
Company Docs
Shared Docs
Add Document
📎 Start by uploading your file below — fields and title will be pre-filled after AI extraction.
📄
Drop file here or click to browse
PDF, DOCX, or TXT
✕ Remove file
Select which shared library documents apply to this client. Knowelle will only use these documents when answering questions for this company's employees.