ChatterKB

ChatterKB positions itself as a smart workspace that combines a team's best ideas, data, and tools into one system that automates itself. It connects chat, automation, and live reporting into a single platform where users can interact with their documents, create workflows in plain English, and share live dashboards.

The main use cases include analyzing documents (PDFs, spreadsheets, JSON), automating recurring tasks across integrated apps like Slack and HubSpot, and building a searchable, editable knowledge base from team insights. The target audience is teams and businesses, including those in regulated industries, looking to centralize knowledge, automate processes, and create branded, public knowledge hubs to showcase expertise.

• Multi-Model AI Chat: Chat using various AI models like OpenAI ChatGPT, Anthropic Claude, Google Gemini, xAI Grok, Perplexity Sonar, and Meta Lama, allowing you to choose the best intelligence for your task.
• Document Intelligence: Chat with and analyze complex files including PDFs, spreadsheets (Excel, CSV), JSON, and Word documents to extract information, summarize content, and identify trends without manual reading.
• Plain English Workflow Automation: Describe a recurring task in natural language, and ChatterKB automatically generates and can execute the workflow steps, either instantly or on a schedule.
• Live Boards: Pin key outputs like reports, summaries, and charts to a shareable board that can be refreshed to update with the latest data from your connected knowledge and files.
• Growing Knowledge Base: Save valuable insights from chat conversations directly into an editable, markdown-based knowledge base that expands with your team's learning, functioning like a refined Notion page.
• Extensive Integrations: Connect and pull knowledge from a wide array of tools including Slack, HubSpot, Notion, Google Workspace, Airtable, Stripe, Zapier, and many others through MCP (Model Context Protocol).
• Enterprise Security & Hosting: Deploy securely on your own AWS infrastructure with client-hosted options, ensuring complete data sovereignty, zero-trust architecture, and compliance for regulated industries.
• Multi-Document Analysis: Ask questions and analyze information that spans multiple documents and file types simultaneously, identifying connections and creating comprehensive reports.
• Branded Public Knowledge Bases: Create custom, public-facing knowledge hubs with your logo, colors, and CSS to showcase expertise, attract clients, and provide self-service resources.

• Step 1: Create or Open a Knowledge Base: Start by organizing your files, notes, and connected tools into a knowledge base, which automatically generates pre-built insights for you to browse.
• Step 2: Chat with Your Knowledge: Ask questions in plain English within the chat interface; the system will pull answers from your uploaded documents, integrated apps, and existing knowledge base.
• Step 3: Save Valuable Insights: When the chat generates a useful answer, summary, or analysis, click the "Save" button to add it permanently to your team's growing, editable knowledge base.
• Step 4: Automate Recurring Tasks: Describe a task you want to automate (e.g., "send a weekly report"), and let ChatterKB generate the workflow steps; you can then run it instantly or schedule it.
• Step 5: Build Live Dashboards: Pin important outputs like charts or reports from your chats onto a Board, which can be shared with teammates and refreshed anytime to show the latest data.
• Step 6: Collaborate and Refine: Invite team members to the workspace to share context, refine answers together, and continuously capture new knowledge as you work.

• Unified Workspace: ChatterKB uniquely combines interactive chat, automated workflow creation, and live reporting boards into a single, connected platform, eliminating the need for separate tools.
• Enterprise-Grade Security with Flexibility: It offers the rare combination of a user-friendly SaaS experience with the option for full client-hosted deployment on your own AWS servers, providing complete data control for regulated industries.
• Knowledge-Centric Automation: Unlike generic automation tools, workflows are generated and executed based on the context of your team's specific knowledge base and integrated data, leading to more relevant and intelligent outcomes.
• Living, Editable Knowledge Base: Saved insights become part of a dynamic, markdown-based knowledge base that your team can continuously edit and expand, turning conversations into a permanent, searchable asset.
• No-Code Workflow Creation: The ability to generate complex, multi-step automations by simply describing the task in plain English significantly lowers the barrier to entry compared to tools that require visual programming or scripting.
• Broad AI Model Choice: Users are not locked into a single AI provider; they can select from leading models like ChatGPT, Claude, or Gemini for different tasks, optimizing for cost, performance, or specific capabilities.
• Built for Team Collaboration and External Sharing: The platform facilitates internal team discussion while also providing tools to create branded, public knowledge bases for client self-service and thought leadership.

• Try It Free: Access the platform directly to explore features and use the in-app interface.
• Book a Demo: Schedule a personalized demonstration via the provided calendar link to see how ChatterKB can be tailored to your business needs.
• Articles & Resources: Access educational content and workflow examples through the Articles and Workflow Library sections on the website.
• Contact: Reach out to the company directly for sales, support, or other inquiries, though a specific contact method (like email or form) is implied in the footer.

Web application — accessible directly in browser at https://app.chatterkb.com, no download required.