D Docly Grounded Team AI
Small Business AI

Turn your team's real-world experience into an AI your whole company can use.

Combine manuals, documents, and workspace knowledge notes into one grounded answer system so your team gets the right answer, not just the documented one.

Grounded answers
Documents and notes stay inspectable
Workspace safe
Each team stays isolated by workspace
Built for operators
Answers reflect the manual and the team
Why teams trust it

The first scroll tells the whole story

Problem

Teams lose time bouncing between the manual and the one person who knows how the group really handles it.

Solution

Docly combines uploaded documents with workspace knowledge notes so the answer system reflects both the official process and the lived one.

Differentiator

Knowledge notes stay visibly distinct from document evidence, so people can see whether an answer came from the manual, the team's guidance, or both.

Problem

Documentation explains the official process. Teams still run on practical knowledge.

The file exists, but the useful answer still lives with the person who knows which exception matters, which shortcut is safe, or how the team really handles a recurring issue.

That creates slow onboarding, repeated interruptions, and inconsistent answers across the same workspace.

Solution

Capture the documented process and the lived process in one answer system.

1. Upload

Bring in manuals, SOPs, policies, and guides.

2. Add notes

Capture durable team guidance as workspace knowledge notes.

3. Ask

Get grounded answers with clearly labeled support.

Why knowledge notes matter

Docly is not just AI and not just document chat.

Knowledge notes give admins a structured way to capture team conventions, recurring exceptions, and practical rules that are usually missing from formal documentation. They make the product feel closer to how real teams operate without hiding where the answer came from.

Document evidence

Formal, cited, and anchored to the source material your team uploads.

Workspace note

Practical team guidance captured as distinct note-backed support, not hidden inside the documents.

What that means in practice
Answers stay inspectable

Your team can tell whether the answer came from the manual, the team's note, or both.

Admins keep control

Workspaces manage their own documents, notes, members, and AI context independently.

The product stays credible

If the workspace does not have enough support, the assistant is expected to say so instead of fabricating an answer.

Knowledge notes explainer

Knowledge notes capture the practical guidance that never makes it into the manual.

Experienced team members know the recurring exceptions, safe shortcuts, and real operating rules that formal documents often miss. Workspace knowledge notes give admins a structured way to preserve that guidance for the whole team as grounded evidence.

Example

“When this issue happens during service, our team clears the scene first before trying anything else.”

That kind of guidance is durable, team-specific, and useful, but it usually lives in people rather than in source files.

How they differ
Documents

Manuals, SOPs, policies, and guides uploaded into the workspace as formal source material.

Knowledge notes

Admin-maintained notes that capture real-world team guidance, recurring exceptions, and operating context not written into the docs.

How answers get better
1

Docly retrieves the formal document support for the question.

2

It can also retrieve workspace knowledge notes when the team has captured practical guidance.

3

The answer stays inspectable, with document evidence and workspace-note evidence clearly distinguished.

Why this matters

Your team does not just get “what the file says.” They get the best grounded answer the workspace actually has.

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