Collections and articles
Organise procedures, product information, policies and support guidance.
KNOWLEDGE BASE SOFTWARE
Turn company knowledge into something staff can actually find.
Procedures are only useful when staff can find them during the work. Leadsaro keeps approved knowledge searchable beside CRM, support and internal collaboration.
No credit card required for the free-trial flow.
Why this workflow matters
An employee may type password lost while the approved article is titled Customer login problems. Ask Leadsaro uses related terms and common spelling variations to find relevant published passages.
Natural-language search
Employees can ask a normal question instead of guessing the exact tag or article title.
Clickable sources
Results point back to the source article so staff can verify the approved information.
What you can do in Leadsaro
✓Collections
✓Articles
✓Tags
✓Everyone/management visibility
✓Natural-language retrieval
✓Clickable sources
Find a login article without knowing its title
An employee may type password lost while the approved article is titled Customer login problems. Ask Leadsaro uses related terms and common spelling variations to find relevant published passages.
- Publish the approved procedure with a clear title and body.
- Ask a short question using everyday language.
- Open the returned source and follow the documented steps.
What to check in your trial
Test common questions against approved articles. A related passage is not proof that an undocumented policy exists.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
Does Ask Leadsaro invent answers?
The current no-API workflow is designed to retrieve approved company knowledge rather than invent company policy.
Can knowledge be management-only?
Yes. Articles can have restricted management visibility.
Can staff open the source article?
Yes. Search results can link directly to the underlying Knowledge article.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.