Knowledge, Billing & Architecture FAQ

Frequently asked questions.

Everything you need to know about our hybrid RAG pipeline, citation verification, security controls, Pro plan onboarding, and our 14-day refund policy.

Ready to activate Pro or need a security review?

Average response time < 2 hours

Our solutions engineering team can provision your Pro team workspace, walk through custom CRM schemas, or share SOC 2 documentation.

Standard chatbots chunk documents blindly and hallucinate when asked about complex pricing tables or multi-document dependencies. Salesient connects directly to your CRM, cloud storage, and communication stack, preserving tabular schemas and legal clause hierarchies—and enforces deterministic citations so every generated statement links back to the exact source page.

Deploy in 2 Minutes

Turn every sales signal into verified revenue action.

Equip your team with sub-second, citation-backed deal answers, automated executive briefings, and live CRM context.

Instant OAuth 2.0 setup14-day 100% refund guaranteeSOC 2 & GDPR ready

Frequently asked questions.

Ready to activate Pro or need a security review?

01ArchitectureHow does Salesient differ from standard PDF chat or AI wrappers?

02IntegrationsWhich CRM and cloud integrations are supported?

03Use CasesWho is Salesient purpose-built for?

04IngestionWhat file formats and sales collateral can we index?

05SecurityHow is our sensitive deal and customer data protected?

06Pro Plan & OnboardingHow do we purchase and activate the Pro Plan?

07Refund & Cancellation PolicyWhat is your refund and cancellation policy for paid plans?

Turn every sales signal into verified revenue action.