Legal and accounting
Templates, fee schedules and document checklists change often. An answer given on the phone follows the version in force rather than a printed copy.
Your business data
Your receptionist answers from your own documents, in their current version, and says where the answer came from.
7 days, 20 answered calls, no card
The task it takes over
A base already answers everyday questions from content approved at configuration: hours, services, area, what a business does and what it declines. That carries far. Then comes the moment where the real answer sits in a document updated every season, one nobody copied over.
This add-on connects internal document collections. It follows their versions, inherits their permissions, applies removals, and answers by naming the document and version behind it. Somebody without access to a document does not receive its content in summary either.
A document index is no source of live state. Stock, a balance or a schedule are read in their operating system, rather than in an indexed copy — this function claims nothing else, and that limit is deliberate.
Step by step
- Choose
Collections get selected, rather than a whole drive
You authorise a private source and pick which collections should feed answers. Scope is explicit: whatever is unchosen stays unindexed.
- Index
A first import, then the changes
A first index is built once. After that, only additions, replacements and edits are processed. Reconnecting a source does not restart that import.
- Respect
Permissions come from the source
Document rights are inherited and removals propagate. A permission change or a deletion triggers no new billed analysis.
- Answer
With provenance, and approval where needed
An answer names its source. A sensitive rule change — a price, a condition — waits on validation before entering answers.
An add-on, and it does not resell the base
Frequently asked questions and initial configuration documents stay inside a base. This add-on brings the connection to private collections, version tracking and inherited access.
What it does not do: cleaning data, migrating history, or having a Zenvox team maintain a library. It does not bypass the permissions of whichever editor the document came from.
What this changes for your business
Trades and maintenance
Product sheets, warranties and site conditions live in your folders. A receptionist can point to them without inventing a technical value.
Health and care
Administrative instructions from a practice — preparation, documents to bring, cancellation rules — are answered from your document, rather than from a generality about the field.
What it receives
- A private source you authorise, and the collections chosen
- Permissions already set on those documents
- Successive versions of your files
- Your validation on sensitive rules
What it produces
- Answers citing the document and its version
- An index kept current by changes, rather than rebuilt
- Respect for the rights of whoever is asking
- A record of what was indexed, changed or withdrawn
You choose the collections and approve sensitive rule changes. Nothing new enters answers without that step.
What is metered, and what comes from elsewhere
This add-on meters indexed pages, changed pages per period, private source accounts and collections.
- A first index of active pages, built once
- Pages added or updated per billing period
- One private source account and a number of active collections
- Content and version are deduplicated: one file is not counted twice
Extraction already performed by another add-on is reused: indexing a document restarts no analysis charge.
With your document sources
A status shown is technical qualification. With no source connected, a base answers from content you approved.
- Microsoft 365To qualifyThe access contract on collections, permission inheritance and removal propagation must be qualified ahead of any indexing.Outlook and Microsoft 365
- Google file spacesTo qualifySame path: per-account authorisation, explicit collection scope, and a check that source rights are genuinely inherited.
Questions about this add-on
Does my base not already answer everyday questions?
It does: hours, services, area, what you do and what you decline come from content you approved at configuration, and frequently asked questions stay inside the base. This add-on brings the connection to private collections, version tracking and inherited access.
Does it read my whole drive?
No. You authorise a private source and pick which collections should feed answers. Scope is explicit: whatever is unchosen stays unindexed.
Can somebody without access to a document get its summary?
No. Document rights are inherited from the source and removals propagate: somebody without access to a document does not receive its content in summary either.
Does it know my live stock levels?
No. A document index is no source of live state: stock, a balance or a schedule are read in their operating system, rather than in an indexed copy. That limit is deliberate.
If I reconnect the source, is everything indexed again?
No. A first index is built once; after that, only additions, replacements and edits are processed. Content and version are deduplicated, and a permission change or a deletion triggers no new billed analysis.
Where to next
What a base already answers, or how to assemble your own rules.
Your business data