Platform Overview
All your learning needs in one platform
INSIGHTAI
Your staff’s smartest coworker, available 24/7.
Instant, accurate answers pulled from your own approved documents. No more tracking down Susan or Dave.
THE PROBLEM Ask four colleagues.
Ask four colleagues.
Get four different answers.
Policies, procedures, and guidance live everywhere. When a staff member asks a question, the answer depends on who they ask.
Can I email a customer’s W-9 form?
Risk & Compliance
Share Drive
-
W9_Emailing_Guidelines.docx
2021 -
Customer_Data_Policy_v2.docx
2023
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Secure_Document_Handling.pdf
2025
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W9_Process_FINAL.docx
2025
Multiple versions
Outlook
Jun 9
RE: Sending W-9 Forms
From: Compliance Team
Password-protected email attachments are still permitted for existing customers.
Need review
Customer Data Handling Policy.pdf
Updated May 25, 2026
Customer tax documents must only be shared through approved secure channels…
Outdated
#Fraud-ops
10:23 AM
We stopped allowing W-9 forms over email after the March compliance update.
✅ 2
👍 3
Conflict guidance
HOW IT WORKS
Turn approved knowledge into instant answers.
Three steps to a coworker who never forgets a policy and always cites the source.
1
STEP 01 · INGEST
Upload policies
Your approved documents become the knowledge source.
2
STEP 02 · ASK
Staff ask questions
Natural language, in the flow of work.
3
STEP 03 · ANSWER
AI answers instantly
Grounded entirely in your content. Not the internet.
1
STEP 01 · INGEST 
Upload policies
Your approved documents become the knowledge source.
2
STEP 02 · ASK 
Staff ask questions
Natural language, in the flow of work.
3
STEP 03 · ANSWER 
AI answers instantly
Grounded entirely in your content. Not the internet.
Frequently asked questions.
Still have questions? Find quick answers here — or Book a Demo to see it live.
InsightAI only draws from documents you upload and approve. Every response is traceable to a source document your team controls. As compliant as your policies are.
Yes — every InsightAI response links directly to the approved source document and passage it was drawn from, so you can verify any answer in one click.
No — your customer and internal data is never used to train any AI model. It stays within your environment and is used only to answer your team’s questions.