Knowledge Agent

One Brain for the Whole Business.

The agent behind the scenes: it turns your spreadsheets into a working CRM, keeps every answer current when things change, and lets you ask your business anything in plain English.

Upload what you have. Get a working CRM.

Most businesses keep their world in spreadsheets — customers, families, schedules, price lists. Upload them as they are. The Knowledge Agent extracts the people, relationships, and enrolments into structured records, and presents everything for your review before a single thing goes live.

  • Spreadsheets, PDFs, and documents — no reformatting required
  • Families, dependents, and enrolments linked automatically
  • You review and approve every record before it's saved
Customer records built automatically from uploaded spreadsheets

Key Capabilities

From first upload to everyday answers — knowledge that runs itself.

Spreadsheet Ingestion

Bring your existing Excel and Google Sheets exports as they are. The agent maps columns to customers, dependents, classes, and enrolments for you.

Document Knowledge

Policies, pricing sheets, FAQs, schedules — upload PDFs and documents, and every answer Papier gives is grounded in them.

Review & Approve

Nothing the agent builds goes live without you. Every extracted record and every learned answer is presented for your approval first.

Always Current

Change a price, a policy, or a schedule once. Papier and your team answer with the new version everywhere, immediately.

Ask Papier

Plain-English questions about your own business — conversion rates, peak periods, response times — answered from your real data.

Grounded Answers

Papier answers only from your approved knowledge and your actual records — never from guesswork.

Ready to experience it?

Start your free trial today. No credit card required.