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    Product Guide
    2025-03-20

    Truley Companion: Knowledge Management

    Truley Companion enables organizations to centralize and structure files from multiple sources, making them retrievable through AI.


    What You Can Do with Knowledge Management

    • Sync files from OneDrive and SharePoint
    • Index files for AI retrieval
    • Manage knowledge availability
    • Enable Assistant to access enterprise knowledge

    File Sources

    • OneDrive / My files
    • SharePoint
    • Shared with me — files owned by other users you have access to

    Sync

    • Click Sync button to sync files with OneDrive

    Parse (Indexing)

    • Click Parse to run indexing on selected files

    File Actions

    • Click filename to view in browser

    File Status

    • Done – indexed and retrievable
    • In progress – indexing ongoing
    • Pending – queued for indexing
    • Failed – indexing failed
    • Skipped – excluded from KB
    • Unsupported – file format is not supported

    Include in Knowledge Base

    • Toggle Include in KB
    • ON: File is indexed and retrievable via Assistant
    • OFF: File is excluded and not retrievable

    How It Works

    1. Sync files from data sources
    2. Parse and index content
    3. Retrieve knowledge via Assistant

    Use Cases

    • Enterprise knowledge search
    • Centralized document management
    • Cross-team information sharing
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