Everything your team needs, powered by one platform
AI Chat, smart agents, your company knowledge, and tools that take action—all in one place. No more jumping between different apps.
One platform, endless capabilities
Agent Studio · 20+ Connectors · 16+ AI Models · Knowledge & RAG · Prompts · Automation · Analytics · Enterprise Security
Start here: four steps, start to finish
Before the feature lists, here's the whole idea in one screen — what you put in, what the platform does with it, and what your team gets back.
From your documents to instant answers
Every response comes from your actual company information — always accurate, always with sources you can check.
Upload documents, connect knowledge sources
The platform reads and structures your information
Natural conversation, just like talking to a teammate
Clear responses you can verify and trust
I want to take 3 days leave starting next Monday.
✔ Platform finds & acts:
[Annual Leave Policy, page 5 · HR Portal Connection]
⚡ HR AI Agent takes action:
I've verified the Annual Leave Policy. You have 18 days remaining. I've drafted a leave request for 3 days starting May 18th in the HR portal. Should I submit it for approval?
>> You confirm:
Yes, please submit it.
✅ Leave request submitted successfully. Reference: #LV-8492
[source: Annual Leave Policy, page 5]
A workspace your team will actually use
These are real screens, not renders — every surface your team works in, from the chat they ask in to the dashboard their admins govern it from.
One place to ask. Pick a workspace and a model, turn on an agent and its tools, and start from a prompt the platform already recommends for you.
A workspace per department — HR, Legal, Sales, Engineering — each with its own documents, vectors and members, and nothing leaking between them.
Your projects, your organization's and the ones shared with you — each card carrying its role, its members, and whether it is private or open.
The prompts your team already trusts — categorised, rated, tagged to a workspace, and one click from a conversation.
Build, experiment and promote production-grade agents in one place, with cost, latency, eval pass-rate and risk tracked per agent.
Users, workspaces, prompts, sessions, agents, cost and connectors on one screen, with provider mix, activity trend and the security audit beside them.
Try Promptly AI — live demo
streaming · live previewTry asking about vacation policies, security, or how AI agents work. Hover on any source to see the original document excerpt.
The whole product, in seven chapters
Follow it in order and you'll see the complete path: your data goes in, becomes knowledge, agents act on it, teams work on it together, and the platform keeps measuring and improving itself. Or jump straight to the chapter you care about.
Chapter 01 · Connect your data
Connectors & IntegrationsConnect all your data
20+ ready-made connectors across cloud storage, databases, BI, CRM, and ERP—plus any MCP tool server. Your agents work directly on your live business data, with secure credentials and scheduled sync.
Cloud Storage
Object Storage & Files
Live SQL Databases
Embed for RAG + live read-only SQL · query-approval controlsModel Context Protocol (MCP) MCP
Beyond built-in connectors, plug in any MCP server—remote (HTTP/SSE) or local (stdio)—and your agents auto-discover its tools, scoped per workspace. Bring your own integrations without waiting for us to build them.
Chapter 02 · Turn it into knowledge
Knowledge & RAGAnswers grounded in your knowledge
A powerful retrieval engine that turns your documents and data into accurate, cited answers—with multiple retrieval strategies and a knowledge graph you can explore.
4 Retrieval Strategies
Choose Semantic, Hybrid (keyword BM25 + vector), Graph, or Hybrid-Graph retrieval per workspace to get the most relevant, accurate context.
Interactive Knowledge Graph
Explore how concepts in your documents connect with an interactive 2D/3D knowledge-graph visualizer.
Multi-Format Ingestion
PDF, Word, PowerPoint, Excel, and CSV—parsed automatically, chunked, embedded, and indexed into the right workspace.
Multilingual OCR
Extract text from scanned documents and images with local Tesseract OCR plus Vision-LLM OCR—including Arabic and other languages.
Scheduled Ingestion
Keep knowledge fresh with background syncs—hourly, daily, weekly, or on demand—so answers always reflect your latest data.
8 Vector Databases
Bring your own vector store—the platform supports the major engines:
Every answer names the document and page it came from — and carries its own latency, cost and risk score.
Chapter 03 · Put agents to work
Agent StudioBuild agents that get real work done
A complete studio to design, test, and ship reliable AI agents—layered personas, evaluations, sandboxing, versioning, and safe tool use. No code required.
Layered Agent Builder
Compose an agent from clear layers—Identity & Model, Memory, Knowledge (RAG override), Planning, Workflow steps, Safety & DLP, and Reflection.
Personas & A/B Testing
Global and workspace-specific personas. Run A/B experiments between persona variants to see which one performs best before you roll it out.
Eval Studio
Build regression test-sets with real assertions: answer contains, matches regex, exact match, JSON path present, cost ≤ USD, and risk score ≤ threshold.
Agent Sandbox
Test agents safely before they touch production, with risk severity levels (critical / high / medium / low) surfaced on every run.
Versioning & Promotion Gates
Full version history for every persona. Set a minimum eval pass-rate that an agent must clear before it can be promoted to the next stage.
Multi-Step Workflows
A step sequencer with retry policies, timeouts, and error handling—plus email and in-app notification steps with variable mapping.
ReAct Reasoning
A managed reason-and-act loop with adjustable reasoning effort (low / medium / high) and native tool-calling with a reliable text fallback.
No-Code Business Rules
Guide agent behavior with rule sets and rich operators—equals, greater/less than, date comparisons, is-empty, and more—without writing code.
Built-in & Custom Tools
Web search, calculator, read-only SQL, chart & image generation, weather, calendar invites, and custom HTTP/REST tools—with human-in-the-loop approval.
Fast & cost-aware by default
Redis-backed semantic caching returns instant answers for repeat questions, with cache-hit and exact-match indicators. Session budget caps and automatic fallback to cheaper models keep spend under control.
Chapter 04 · Work as a team
ProjectsCollaborative spaces for the work of a whole team
A Project is a shared room with its own documents, chat history, memory, and agent instructions. Invite the people who need it, give each of them the right role, and everything the team learns stays in one place.
Invite-Based Membership
Add teammates as Owner, Editor, or Viewer. Invitations are accepted or declined, and every route is checked against the member's role — not just the page they can see.
Its Own Knowledge Base
Project documents are ingested into a dedicated retrieval scope, so answers inside the project draw on the project's material and nothing else.
Project Instructions
Set standing instructions once — tone, format, house rules, the things everyone kept repeating — and every chat in the project inherits them.
Shared Memory
Facts the project has learned are kept as project memory, reviewable and editable by the team — so a new member starts where the last conversation ended.
Shared Chat & Activity
Conversations belong to the project, not to one person. An activity feed shows what changed, who changed it, and when.
Per-Project Model & Visibility
Keep a project private to its members or open it to the whole organization, and override the model, retrieval, and vector store it uses.
Chapter 05 · Choose your model
Choose Your AI ModelSupported AI Models
Promptly AI connects to 20+ AI models — some run in the cloud, others run completely on your own infrastructure for maximum privacy.
Run AI on Your Own Servers
Llama, Mistral, Gemma · Easy setup
Run hundreds of models locally · No cloud needed
Full control · Your infrastructure, your rules
Cloud AI Models
GPT-4o, GPT-4 Turbo, GPT-3.5
Enterprise-ready GPT-4
Claude 3.5 Sonnet, Opus, Haiku
Gemini 1.5 Pro, Flash, Ultra
Command-R+, Command, Generate
Mistral Large, Small, Nemo
Chapter 06 · Measure everything
Analytics & ObservabilitySee exactly what your AI is doing
Dashboards, detailed logs, and per-message metrics give you full visibility into usage, quality, cost, and risk—and it all exports to the observability tools you already use.
Admin Dashboards
An overview of usage and adoption across the platform, plus per-agent analytics to see which assistants deliver.
Execution & Tool Logs
Global execution logs, per-message tool-execution logs, and API gateway logs—trace every step an agent took.
Latency, Cost & Risk
Every message shows latency, tokens, cost, and a risk score—so quality and spend never go unmonitored.
APM Export
Stream traces to your observability stack via OpenTelemetry:
Chapter 07 · Improve on its own
Platform IntelligenceThe platform that studies its own usage
A nightly analysis pass reads how your organization actually uses the platform and turns it into recommendations for users and findings for admins — what to reuse, what is drifting, what is costing too much, and what your knowledge base cannot answer.
Personal Recommendations
Prompts, agents, and workspaces surfaced for each person, blended from what they work on, what similar teammates use, and what is trending — then diversified so the list is not five versions of one thing.
Trending & Affinity
"People who use this also use that", built item-to-item so it works for a brand-new user, plus trending prompts, agents, tools, and documents scored on momentum rather than raw counts.
Knowledge Gap Detection
Clusters the questions your knowledge base answered badly, so you learn which document is missing instead of hearing that "the AI is not very good".
Agent Drift Detection
Watches production agents for shifts in behaviour, latency, and quality — and points at the change that caused it, before your users report it.
Cost Optimization
Finds the traffic that paid for a frontier model to answer an easy question, and quantifies what routing it to a cheaper model would have saved.
Adoption & Prompt Health
Flags users drifting away, assets sitting unused, and near-duplicate prompts written by different people — the sign that neither of them found the other's.
One pipeline, from your data to action
Every layer works together—your data flows in, becomes searchable knowledge, and powers agents that reason, use tools, and take action, all under your security controls.
Active at every layer above
One platform, everything you need
That's the story end to end. Here is the same platform as a checklist — every capability in one place, for the moment you need to compare us line by line.
AI Chat
Ask questions in plain language and get clear, helpful answers instantly. No more searching through folders and files.
Agentic AI
Smart assistants that take action. Assign them tasks like drafting emails, filling forms, or pulling reports automatically.
Knowledge Base
All your company information in one place. Upload documents, policies, past conversations. The platform learns from everything you add.
Prompts Library
Ready-to-use conversation starters. No need to be an expert—just pick a prompt template and let the AI do its magic.
Model Router
Switch between 16+ AI models per task—or let the platform auto-route and fall back to a cheaper model to control cost. Need creativity? Speed? Accuracy? You choose.
Power Tools & Skills
Extend what your agents can do—web search, read-only SQL, chart and image generation, calendar invites, and your own custom HTTP tools.
AI Automation
Set it and forget it. Create workflows where the AI handles repetitive tasks automatically—like sorting requests or sending daily summaries.
Smart Search
Find exactly what you're looking for, even if you don't use the exact words. The platform understands what you mean.
Security & Access Control
You control who sees what. Team members only access the information meant for them. Everything is encrypted and secure.
Privacy First
Your data stays yours. We never use your company information to train public models. Full compliance with privacy regulations.
Flexible Deployment
Run on our secure cloud, your company's private cloud, or completely on your own servers. You choose what works best.
Team Workspaces
Separate spaces for each department—HR, Legal, Sales, Support. Each with its own documents, settings, and access rules.
Connectors & Integrations
Connect 20+ data sources—Google Drive, SharePoint, S3, SQL databases, Salesforce, SAP, and more—plus any MCP tool server.
Voice: Speech-to-Text & Text-to-Speech
Talk to your agents and hear them reply. Built-in speech-to-text (with language auto-detect) and natural text-to-speech.
Analytics & Observability
Dashboards, execution and tool logs, and per-message metrics—latency, tokens, cost, and risk—with export to OpenTelemetry, LangSmith, and Phoenix.
Evaluations & Sandbox
Test agents in a safe sandbox, run evaluations and A/B experiments, and version and promote them only when they pass your quality bar.
AI Governance
Keep AI in bounds with policy and risk engines and data-loss-prevention guardrails that score and govern every response.
Semantic Caching
Repeat questions return instantly and cost less, thanks to Redis-backed semantic caching with cache-hit and exact-match indicators.
Developer API
Build Promptly AI into your own apps with a REST API for chat, document upload, and agent invocation—plus personal API keys.
Real outcomes for every team
Give every department its own expert assistant—grounded in its documents, bound by its access rules, and able to take action.
HR
Answer policy questions, draft and route leave requests, and onboard new hires—straight from the employee handbook.
Legal & Compliance
Surface clauses across contracts, check obligations against policy, and get cited answers you can defend in an audit.
Sales
Pull live account data from your CRM, draft proposals from approved collateral, and answer product questions instantly.
Customer Support
Resolve tickets faster with answers from your knowledge base, and automate the repetitive follow-ups that eat your team's day.
📁 Separate workspaces for every department
HR, Legal, Sales, Support — each team gets its own space with its own documents and access rules.
One platform vs. the alternatives
Generic chatbots don't know your data. Building in-house takes quarters. Here is the whole platform, capability by capability, against both.
Swipe the table to compare
| Capability | Promptly AI | Generic AI chat | Build in-house |
|---|---|---|---|
| Your data & knowledge | |||
| Grounded in your company data | |||
| 20+ data connectors out of the box | |||
| Live SQL, BI, CRM & ERP access | |||
| Semantic, hybrid & graph retrieval | |||
| Bring your own vector database | |||
| Multilingual OCR & multi-format ingestion | |||
| Every answer cites its source | |||
| Scheduled re-sync keeps knowledge fresh | |||
| Agents & automation | |||
| Build & evaluate agents (no code) | |||
| Sandbox, versioning & promotion gates | |||
| A/B testing between agent versions | |||
| Built-in tools plus any MCP server | |||
| Multi-step workflows with retries & timeouts | |||
| Shared team projects with roles | |||
| Scheduled automations | |||
| Models & cost | |||
| Switch between 16+ providers | |||
| Auto-routing & fallback to a cheaper model | |||
| Semantic caching for repeat questions | |||
| Local models, fully offline | |||
| Per-message cost, latency & token metrics | |||
| Security, governance & operations | |||
| RBAC, SSO, MFA & audit logs | |||
| AI policy & risk engines with DLP guardrails | |||
| Per-workspace isolation of documents | |||
| Run on your own infrastructure | |||
| Air-gapped deployment | |||
| Never trains public models on your data | |||
| APM export (OpenTelemetry, LangSmith, Phoenix) | |||
| Adoption analytics & knowledge-gap detection | |||
| Time to value | Minutes | Instant, ungrounded | Months |
Enterprise-grade security & control
Built for teams that answer to security, legal, and compliance. Fine-grained access, strong authentication, full audit trails, and guardrails that govern every AI response.
RBAC & Custom Roles
Teams, groups, and custom roles control access at the workspace, category, and document level—members only ever see what they're meant to.
SSO: SAML, OIDC & Google
Sign in with your identity provider via SAML or OIDC, or Google social login—so access follows your existing corporate directory.
MFA & Session Control
TOTP multi-factor auth with backup keys, brute-force lockout, and full session control—see every device and revoke access instantly.
Immutable Audit Logs
Every query, tool call, and document access is recorded in tamper-evident audit logs—who did what, when, and against which data.
AI Policy & Risk Engines
A policy engine enforces what agents may do, and a risk engine scores every response—with DLP guardrails to keep sensitive data from leaking.
Encryption & Isolation
Data encrypted at rest and in transit, isolated per workspace, and never used to train public models. SOC 2 Type II certified — report available under NDA.
Run it your way
From fully managed to fully air-gapped—deploy wherever your security and compliance needs require. Your data never leaves the boundary you choose.
Private Cloud (VPC)
Deploy inside your own AWS, Azure, or GCP account. Full isolation and control—your data stays in your tenancy and is never accessed by us.
On-Premise & Air-Gapped
Install entirely on your own servers with local models—no internet required. Your data never leaves your environment. Ideal for regulated, high-security teams.
Managed Cloud
A fully managed, multi-tenant cloud is on the way. Today we deploy privately to your own environment—so you're never waiting to get started.
Simple plans, built to scale
Start free, grow as your team does, or talk to us about private deployment. No surprises.
Starter
For small teams getting started
- 1 workspace
- AI Chat with your documents
- Core connectors & cloud models
- Community support
Business
For growing teams & departments
- Unlimited workspaces & agents
- All 20+ connectors & 16+ models
- Agent Studio, evals & A/B testing
- SSO, RBAC, audit logs & analytics
Enterprise
For regulated & large organizations
- Private cloud or on-prem deployment
- Local models & air-gapped option
- AI policy & risk engines, DLP
- Dedicated onboarding & SLA
Plans are illustrative—reach out for a quote tailored to your team.
Live Support
Questions about the platform? Chat directly with our team. We're here to help you get the most out of Promptly AI.
💬 Ready to chat?
Click the chat icon in the bottom-right corner to start a conversation with our team.
Frequently Asked Questions
Everything you need to know about Promptly AI
🚀 Ready to transform how your team works?
Three steps, and the story you just read becomes your team's Monday morning.
Sign up & set up your workspace
Get started in minutes. No credit card required.
Add your team's knowledge
Upload documents, connect sources—the platform does the rest.
Start asking and automating
Get answers instantly or set up automations that run on their own.
Ready to put AI to work across your whole team?
See how Promptly AI fits your stack, or book a walkthrough with our team. No credit card, no pressure.
Built for teams across every industry
Grounded in your data
Answers come straight from your own documents and databases, and every response cites its sources—so your team can trust and verify what it gets.
Agents in an afternoon
Build, evaluate, and ship no-code agents that draft, check policy, and route work—without a data-science team or a quarter-long project.
Private by design
Run entirely on your own infrastructure or private cloud. Your data never leaves your environment and is never used to train public models.