This page answers: once my catalogs, price lists and certificates are in, how AI answers show where they came from.
Your files
Add the files you sell with. When the AI answers a buyer's question, it uses your files and names the file and page it took each detail from.
What goes in
- Product catalogs
- Price lists
- Certificates
- Contract templates
These files are stored on your own computer, not in the cloud, and you can organize them in folders. Where they are kept and when anything is sent: where your data lives.
Answers that cite the source
Whenever the AI says something about a product, a price or a certificate, it names the source: which file, which page.
You don't have to take its word for it. Open that page and check.
Example
A buyer in Germany asks whether one of your products holds a certain certification, and until when the certificate is valid.
You ask the AI. It answers yes or no and gives the validity date as written, followed by the source: the certificate file and its page. Product specs in the answer point to the page in your catalog.
Where your files are used
Replying to buyers
Specs and certificates in your replies come from here. See the translated inbox.
Drafting quotes
Quotes are drafted from your price list only, with a source for every number. See inquiry to quote.
Remembering clients
What clients tell you is kept in AI memory, alongside their client page. See client pages and follow-ups.
In your own AI
The app includes a local MCP server, so your own Claude or ChatGPT can search these files too. See use it in Claude or ChatGPT.
For wording, see the guides how to write a quotation email and how to reply to a new inquiry.
Where this feature's data goes
The files themselves are stored on your computer and are not uploaded to us. What can be sent out:
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Ask AI When you ask a question
- What
- That one question, plus the passages the answer needs. Not the whole catalog, and not all your files.
- To
- The model provider you chose, straight from your computer with your own key. See AI models and keys.
-
MCP When your own Claude or ChatGPT looks something up
- What
- The content it reads in that lookup, sent to that service. Tools that send or change data ask you first.