Turn your files into an intelligent knowledge base

The Ploomes AI Library centralizes your documents and allows Artificial Intelligence to answer questions about products, contracts, and processes, based on its own files.

+3000 companies use Ploomes to optimize their commercial management

Why Ploomes?

The knowledge of your company
applied in practice

Faster and more contextualized answers

AI uses internal documents, manuals, and materials to deliver answers aligned with the reality of the business.

Standardized information
and reliable

The entire team accesses the same knowledge, reducing errors, rework, and disagreements in the discourse.

Significant increase in productivity

Less time searching for files and more time focused on selling, servicing, and making decisions.

Key resources

Features and benefits of the AI Library

Essentials for companies that deal with complex products, detailed processes, or need to accelerate the training of new employees:

Instant answers with the AI Assistant

Stop wasting time looking for “that paragraph” in a 50-page PDF. The AI consumes the content of your files (knowledge base) and answers your team's questions via chat, such as “What is the warranty for product X?” or “What are the payment terms of contract Y?”.

Tela do assistente de IA no CRM com sugestões de comandos e campo para digitar perguntas
Modal do assistente de IA no CRM exibindo opções de ajuda para usuários durante o onboarding

Company knowledge management

Make sure everyone is using the most up-to-date version of the information. By centralizing your documents in the Library, you create a Single Source of Truth, eliminating communication noise and the use of obsolete materials.

Advanced search and intuitive organization

Find what you need quickly. In addition to AI reading, the module offers an agile search by file name, format (PDF, JPEG, PPT, etc.) or folders, allowing for an organized directory structure that makes sense for your business.

Tela da biblioteca do CRM com barra de busca, filtros e navegação por pastas de materiais e documentos
Tela de edição da Biblioteca com IA no CRM com definição de permissões de visualização, edição e exclusão

Custom access permissions

Keep your strategic data safe. Define exactly which users or teams can view, edit, or delete specific files and folders, ensuring that sensitive information is restricted to those entitled to it.

Training support for new sellers

Reduce the learning curve for new team members. With the AI Library, the new seller has a “tutor” available 24 hours a day to ask questions about the portfolio and processes, accelerating their sales ramp.

Modal do assistente de IA no CRM exibindo opções de ajuda para usuários durante o onboarding

additional modules

Empower your Ploomes: full integration with the ecosystem

The AI Library doesn't work in isolation. It's the brain that powers other parts of your CRM:

Real results

See what customers say about Ploomes' efficiency

"With Ploomes, we manage our funnel, opportunities, proposals, documents, and clients all in one place. It’s become the complete solution for our sales."

Foto de Humberto Peixoto
Flavia Schiochet
Strategic Manager of
Market, Unimed SC

“Ploomes is a complete system, easy to configure and now includes several Vydence operations, from sales to technical assistance.”

Foto de Estevão Vulcano
Humberto Peixoto
Marketing and Sales
Manager, Digital Jundiaí

Real impact

Who is the AI Library for?

Companies with a technical portfolio who need to consult manuals, datasheets, and complex specifications constantly.

Sales managers who want to reduce the time the team spends answering repetitive questions or searching for files.

Times de Enablement who seek to ensure the standardization of the discourse and agility in the training of new employees.

INTEGRATIONS

Connect your knowledge base to the world

The Ploomes AI Library accepts the most used file formats in the corporate market, ensuring that its operation does not stop due to incompatibility:

  • Documents:

    PDF, DOCX, TXT.

  • Presentations:

    PPTX, PDF.

  • Images:

    JPEG, PNG (for visual catalogs).

services

Implementation and support
from Ploomes CRM

Consultative implementation

You know your processes, us, the technology. Together, we implement Ploomes with support and training. Our multidisciplinary team is our differential.

Recurrent support

Online chat to clarify questions and give assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..

Custom projects

Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.

Frequently Asked Questions

What is the Ploomes AI Library?

The Ploomes AI Library is a knowledge management module with Artificial Intelligence for centralizing company documents. You upload your documents (technical manuals, product catalogs, internal policies, etc.) and allow the AI Assistant to answer questions based on your own materials.

How does AI use my documents?

You upload and organize the files in the Library. The AI reads the content of the supported documents and uses this information to answer questions in the AI Assistant chat, and can indicate the source of the content when necessary.

Is my data safe with AI?

Yes. The Ploomes AI uses your documents only to answer questions within your environment, while respecting the access permissions configured in the Library. If a user isn't allowed to view a folder, the AI won't use that content to reply to it.

What types of files can AI read?

Currently, reading focuses primarily on text files such as PDFs, Word documents, and presentations. Images are stored, but reading content depends on extractable text.

Is there a storage limit?

The module has limits based on the contracted plan. Consult our experts to understand the ideal franchise for your company's volume of data.

I need the Library module with AI to access the Assistant
of AI?

No. The AI Assistant is released to all users. The Library with AI module, on the other hand, serves to create a personalized knowledge base: it allows you to upload company files (e.g., manuals, catalogs, processes) so that the AI answers questions by consulting only your documents.

How does the AI Library help with the onboarding of new collaborators?

With centralized knowledge management, the new collaborator can consult the official content through the AI Assistant whenever they have questions, reducing the time spent searching for information.

Do you have other questions? Get in touch

Give intelligence to your files

Don't leave your company stuck in time. Transform static documents into agile responses and sell more.