This feature is included in the Professional Plan and can be trialed for 30 days, free of charge. New users automatically start with a 30-day Professional Plan trial and will be downgraded to the Starter Plan once the trial ends.
Click here to learn how to start a trial.
After setup, users will receive AI-generated answers enriched with your uploaded documents directly within their Teamflect experience.
How It Works
When you upload documents:
They become part of the Teamflect AI knowledge base
The AI assistant uses them to generate contextual answers
Content is only used internally and scoped to your organization
Add Documents to the AI Knowledge Base
Step 1
Go to the Teamflect Admin Center (https://admin.teamflect.com/), then open Settings and select Teamflect AI.
Step 2: Enable the AI Agent
Before uploading documents, make sure the Enable AI Agent setting is ON.
When Enabled: Users who have AI Agent access can ask questions using the enabled documents in the Knowledge Base.
When Disabled: No one can use the AI Agent, and it cannot answer questions using Knowledge Base documents. Turning it back ON restores access for users who are allowed to use the agent.
To change this setting, open Admin Center → Teamflect AI → AI Agent.
Click Upload Documents, then choose the file you want Teamflect AI to use as a reference.
Teamflect accepts standard file formats, and once uploaded, documents become available to the Teamflect AI assistant.
Control Which Documents the AI Agent Can Use
Uploading a document does not automatically mean every document is used in AI answers. Admins choose which documents the AI Agent can use.
Open Admin Center → Teamflect AI → Knowledge Base.
Find the document you want to manage.
Turn on its AI access toggle to allow the AI Agent to use it, or turn the toggle off to stop the AI Agent from using it.
When document access is ON: The AI Agent can use the document to answer questions from users who have access to the agent.
When document access is OFF: The AI Agent no longer uses that document when generating answers. Other enabled documents can still be used.
HR Use Cases
1. Policy Clarification
Upload HR policies (e.g., leave, benefits). Employees can ask questions and receive accurate, policy-based answers.
2. Onboarding Support
Provide onboarding guides and handbooks. New hires can ask the AI questions instead of searching manually.
3. Performance & Review Guidance
Upload evaluation frameworks or templates. Managers receive consistent guidance when conducting reviews.
4. Learning & Development
Add training materials and career frameworks. Employees can explore growth paths through AI-assisted answers.
Best Practice
Keep documents concise, up to date, and clearly titled. The quality of your content matters. Well-structured documents help the AI provide more accurate and helpful responses.