Knowledge

Note: Only admin users can integrate knowledge bases and assets and create products.

To fully use Brevian's AI-powered agents, it's critical that you integrate your organization's product knowledge. This information, coupled with your CRM integration, provides Brevian agents with the resources to efficiently surface relevant information during a meeting. The more information you integrate, the better Brevian can assist with your organization's sales process.

Additionally, uploading your organization's product knowledge allows your team to engage with Brevian's chat interface, which can be configured as a training tool for sales reps.

To learn more, see Chat.

Knowledge bases and assets

At Brevian, the terms knowledge base and asset refer to integrated product information.

A knowledge base refers to internal content or training material that can be made available to Brevian agents to support a variety of use cases, including live meetings. Admins can create agents and grant them access to knowledge bases, enabling the agents to help sales reps learn about products, features, and functionality.

Knowledge bases typically consist of internal-facing content, such as product documentation, battlecards, cheat sheets, and training materials. This content is not intended to be shared directly with potential customers.
Knowledge bases are commonly ingested from existing internal knowledge management systems, such as Confluence or Notion.

An asset is customer-facing collateral you would typically share, such as a white paper, case study, infographic, etc.

An asset is a type of knowledge base.
After a meeting, if you want to send a follow-up email, Brevian can display relevant assets mentioned or requested during the meeting and then attach them to an email that you can quickly send to meeting participants.
- Note: Assets pulled from Confluence, Notion, or Google Drive can't be added as attachments in the Follow-up tab for a meeting.

Integration tools and methods

To ingest content, Brevian integrates with the following knowledge tools and methods:

Tool or method	Integration considerations
Google Drive	To integrate, you must set up with OAuth or upload your service account key. You can only integrate files that you have access to, including shared files. Assets pulled from Confluence, Notion, or Google Drive can't be added as attachments in the Follow-up tab for a meeting.
Notion	To integrate, you must set up with OAuth or enter your Notion Internal Integration Secret. You can only integrate files that you have access to, including shared files. Assets pulled from Confluence, Notion, or Google Drive can't be added as attachments in the Follow-up tab for a meeting.
Confluence	To integrate, you must enter your Confluence credentials. You can only integrate files that you have access to, including shared files. Assets pulled from Confluence, Notion, or Google Drive can't be added as attachments in the Follow-up tab for a meeting.
Upload local files	.txt, .pdf, and .csv files are supported.
Create a new document	When you select + Add Knowledge Base, in the popup you can create a new document or paste content.

Integrate a knowledge base or asset

Before you begin, ensure you have the following information available for your desired integration method:

For Google Drive, you must set up with OAuth or upload your service account key.
- To learn more about creating and uploading your service account key, see Integrate Google Drive.
For Notion, you must set up with OAuth or enter your Notion Internal Integration Secret.
- To learn more, see Integrate Notion.
For Confluence, you must enter your Confluence credentials.

To integrate an asset, you'll first integrate a knowledge base, and then convert that knowledge base into an asset.

Note: Assets pulled from Confluence, Notion, or Google Drive cannot be added as attachments in the Follow-up tab for a meeting.

In the Brevian app, go to Knowledge > Knowledge Bases.
Select + Add Knowledge Base.
Follow the on-screen instructions, and then select Save.
- For detailed instructions, see Integrate Google Drive or Integrate Notion.

To convert a knowledge base into an asset:

In the Knowledge Bases tab, when the newly integrated knowledge base's status is Ready, select the corresponding ellipses, and then select Edit.
Under Associated Product (optional), select a product to associate with the asset.
- When you select a product, key information from the asset is parsed into default categories. To learn more, see Product.
Select Mark as Asset.
Select Save Changes.

Image: Add a knowledge base

Integrate Google Drive

Brevian supports document ingestion from Google Drive, including Google Docs, Sheets, Slides, PDFs, and entire folders within your Google Workspace.

There are two ways to integrate Google Drive:

OAuth 2.0: Connect using your Google account, and then select exactly which files or folders you want Brevian to index.
Service Account Integration: Connect using a Google Cloud service account key. This is ideal for large-scale or IT-managed access; all files accessible to the service account will be indexed automatically.

Option 1: Integrate using OAuth

In the Brevian app, go to Knowledge.
Select + Add Knowledge Base.
Select Google Drive.
Select Setup with OAuth 2.0.
In the popup, select and sign in to the desired Google workspace account.
Follow the on-screen instructions to grant Brevian permission to index and sync your account.
After authorization, you'll return to the Brevian app to select specific files to integrate.

To select specific files or folders to index, open the Google file picker, and then select the desired files or folders to integrate.
To select everything your Google account has access to, select Index All Files, and then follow the on-screen instructions.

Option 2: Integrate using a Google service account

To integrate Google Drive with Brevian using a service account, you must first create the service account in Google Cloud and grant it access to the Drive folders you want Brevian to index.

Step 1: Create or select a Google Cloud Project

Go to the Google Cloud Console: https://console.cloud.google.com
In the top left, select Select a project, and then select an existing project or create a new project.
Enter a project name, such as Brevian-Drive-Integration.
Select Create.

Step 2: Create a service account

In the Google Cloud Console, go to IAM & Admin > Service Accounts.
Select Creative Service Account.
Complete the following fields:
Select Create and Continue.
- You don't need to assign IAM roles unless required by your organization’s security policy.
Select Done.

Step 3: Generate a JSON key

From the Service Accounts list, select the newly created service account.
Select the Keys tab.
Select Add Key > Create new key.
Select JSON, and then select Create.
- A .json file will automatically download. This file is required to connect Google Drive to Brevian. Make sure you securely store this file; it grants access to the Google Drive content shared with the service account.

Step 4: Enable the Google Drive API

The service account can't access Google Drive until the Drive API is enabled.

In the Cloud Console, go to APIs & Services > Library.
Search for and enable Google Drive API.

Step 5: Share Google Drive folders with the service account

To allow Brevian to index content, you must explicitly share folders with the service account.

In Google Drive, right-click the folder you want Brevian to index, and then select Share.
- To have Brevian index all subfolders automatically, share the top-level folder, not just individual subfolders. Service accounts respect Google Drive’s permission inheritance, so all nested folders will be indexed automatically.
Add the service account email address, and then grant Viewer access.
- Editor access is not required.
- The email address resembles the following: [email protected]
Select Share.

Step 6: Confirm folder access

Access your Google Drive as a standard user.
Right-click on the shared folder, and then select Share.
Confirm that the service account displays as a user with access.
- If the service account does not appear, Brevian will not be able to ingest the folder.

Step 7: Upload the JSON Key into Brevian

In the Brevian app, go to Knowledge.
Select + Add Knowledge Base.
Select Google Drive.
Select Upload Service Account Key, and then upload the service account JSON key.
- Brevian will begin indexing all supported files in the shared folders, including nested subfolders.
- Follow the on-screen instructions to select desired content to integrate.

Integrate Notion

There are two ways to integrate Notion

OAuth 2.0: Connect using your Notion account, and then select exactly which files or folders you want Brevian to index.
Notion Internal Integration Secret: Connect using a Notion API secret. This is ideal for large-scale or IT-managed access; all files accessible to the service account will be indexed automatically.

Option 1: Integrate using OAuth

In the Brevian app, go to Knowledge.
Select + Add Knowledge Base.
Select Notion.
Select Setup with OAuth 2.0.
In the popup, select and sign in to the desired Notion account.
Follow the on-screen instructions to grant Brevian permission to index and sync your account.
After authorization, you'll return to the Brevian app to select specific files to integrate.

To select specific files or folders to index, open the Google file picker, and then select the desired files or folders to integrate.

Option 2: Integrate using a Notion API secret

In your Notion account, access the Configuration tab to obtain your integration’s API secret
In the Brevian app, go to Knowledge.
Select + Add Knowledge Base.
Select Notion.
Under Notion Internal Integration Secret, enter your API secret, and then select Continue with Integration Secret.
Follow the on-screen instructions to select desired content to integrate.

Product

When you integrate an asset, you must assign the asset to a product.

When you assign a product, key information from the asset is extracted and structured into categories, making it easier to scan, understand, and analyze important terms and concepts.

For example, if you integrate an asset that mentions your organization's competitors, keywords from the asset are pulled and displayed in the Competitor category for the selected product.

This feature is useful for new employees who need to quickly onboard and learn high-level information about a product.

A product can contain the following categories:

Use-Case
Pain Point
Competitor
Objection
Case Study
Feature

Image: Product page

Add (create) a product

In the Brevian app, go to Knowledge > Products.
Select + Add Product.
Enter a Product Name and Product Description.
For Discovery Questions (Optional), enter questions that would typically be discussed with a potential customer regarding your product.
Select Create Product.