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Wolfia is built specifically for customer-facing teams. While tools like Glean help employees find internal knowledge, Wolfia turns that knowledge into completed work: filled questionnaires, RFP responses, and customer-ready answers with citations.Wolfia also completes the actual work across vendor portals, spreadsheets, and Slack. We finish the job, delivering completed work with 95%+ accuracy.
Wolfia achieves 95%+ accuracy on customer questions and questionnaires. Every answer comes with source citations, so your team knows exactly where information comes from.Our AI is trained specifically on B2B SaaS knowledge patterns and continuously learns from your feedback to improve accuracy. Knowledge you have added always takes priority, giving you complete control over critical information.
You can launch your Trust Center and start answering questions in approximately 30 minutes. Connect your knowledge sources (Slack, Google Drive, Notion), and Wolfia immediately begins learning from your existing documentation.Most teams see their first completed questionnaire within hours of setup. There’s no lengthy implementation or content library building required.
No. Wolfia complements your existing stack. If you use Vanta or Hyperproof for compliance, keep them. Wolfia sits on top as the execution layer that actually completes questionnaires and answers customer questions.We integrate with your compliance platforms to pull authoritative information while adding the ability to act: filling out portals, completing spreadsheets, and answering in Slack.
Wolfia intelligently resolves conflicts using a clear hierarchy. Knowledge always wins, followed by compliance systems like Vanta, then your website and official documentation, and finally communication sources like Slack and email.When sources of similar authority disagree, Wolfia favors more recent and specific information. You can always add knowledge to override any source and establish the official company position on any topic.
To process a security questionnaire or RFP, follow these steps:
  1. Navigate to the Questionnaires page in your dashboard.
  2. Click on Upload Questionnaire.
  3. Upload your file in the supported format (PDF, DOCX, XLSX).
  4. Review AI responses as they are generated in real-time.
  5. Export the completed document in its original format once processing is complete.
Pro Tip: Add instructions for the AI agent to respond in specific ways for the particular questionnaire or RFP to get the best results.For a full walkthrough, see Autofill questionnaires.
To integrate Wolfia with Slack, please follow these steps:
  1. Go to the Integrations page in your Wolfia dashboard.
  2. Click on Connect Slack to Wolfia.
  3. Once installed, you will be redirected to Wolfia’s integrations page.
  4. Click on the Slack integration and then the Manage button to configure the integration.
  5. Choose the channels where you want Wolfia to be active and click Save Changes.
Once installed, you can interact with Wolfia by mentioning @Wolfia in any Slack thread to receive instant responses.Learn more in the Slack agent guide.
To enhance your knowledge base with policies and documentation:
  1. Navigate to Integrations > Core Knowledge in your dashboard.
  2. (Optional but recommended) Complete the Overview Section to provide context for Wolfia.
  3. Click on Upload Files.
  4. Select and upload your policies, documentation, or other relevant files.
  5. Click Submit to finalize the upload.
Note: Completing the Overview Section assists Wolfia in better understanding and contextualizing your documents.See Add knowledge and the Knowledge base overview for more ways to build your knowledge base.
To invite new members to your team:
  1. Access the Settings section in your dashboard.
  2. Open the Team tab.
  3. Click on Invite Users.
  4. Enter the email addresses of the new users you wish to invite.
  5. Assign appropriate roles to each new user.
  6. Send out the invitations.
Newly invited users will receive an email containing instructions to join your Wolfia workspace.
Managing your integrations is straightforward:
  1. Navigate to the Integrations section in your Wolfia dashboard.
  2. Select the specific integration you wish to manage (e.g., Slack, Email, Vanta).
  3. Click on Manage next to the chosen integration.
  4. Adjust the settings as needed, such as authorization details, channel selections, or document sources.
  5. Click Save Changes to apply your updates.
Tip: Regularly review your integrations to ensure they remain up-to-date and are functioning as expected.
Wolfia provides the following user roles to cater to different responsibilities:Admin:
  • Permissions: Full access to all settings, change tenants, integrations, and user management.
  • Capabilities: Can invite or remove users, assign roles, and oversee all aspects of the Wolfia setup.
Expert:
  • Permissions: Can manage integrations, upload documents, and contribute to the knowledge base.
  • Capabilities: Prioritize the facts generated from their contributions and provide feedback to improve the AI responses.
Integration Admin:
  • Permissions: Manage integrations and the content sources they sync, and nothing else.
  • Capabilities: Can connect, reconnect, and remove integrations, including DocuSign. It cannot open questionnaires, answers, or the trust portal, cannot edit the knowledge base, cannot approve answers, and cannot change settings or user roles. Use it for IT or business systems staff who own the connectors but should not see your security content.
User:
  • Permissions: Basic access to interact with Wolfia’s features.
  • Capabilities: Can ask questions, upload questionnaires, and edit answers. Cannot manage integrations or change user roles.
Note: Admins, Experts, and Integration Admins can manage integrations. By default Standard Users can also approve answers and upload documentation; admins can restrict both in your organization’s settings.
If you have any questions or require further assistance, our support team is here to help:Feel free to reach out anytime, and we’ll ensure you get the support you need.

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Still have questions?

Need more help? Contact our support team at support@wolfia.com. We’re here to help!