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klerc

Knowledge & Docs

What your agents answer from.

Drop in PDFs, Office files, websites and audio — klerc parses, chunks, summarises and tags them, and Molly and your agents answer from them, each agent seeing only the slice you give it. Then edit spreadsheets and documents in place, with editors built from scratch.

spreadsheet functions
237
ingestion source types
9
native round-trip
.xlsx / .docx
co-editing on both
Live
The knowledge base: folders for brochures, claim forms, insurer circulars and process SOPs, with spreadsheet and PDF previews.

Ingestion

Everything becomes searchable

Upload PDF, DOCX, XLSX, CSV, TXT and images; paste text; point at a URL or crawl a whole site; drop in audio and it's transcribed. Items are parsed, chunked and stored with AI summaries and tags, in a drive of nested folders — brochures, claim forms, policy wordings, SOPs, training.

  • My Drive, Starred, Recent and Trash
  • Grid at three densities, or a list
  • Status pipeline: pending → ingesting → ready

klerc Sheets

A spreadsheet engine built from scratch

Not a wrapper around someone else's grid: 237 functions across math, text, lookup, date, statistical and financial families; dynamic arrays; conditional formatting; data validation; pivot tables; charts; and real .xlsx read and write.

  • Pivot tables and embedded charts
  • Conditional formats and data validation
  • Real-time collaboration with presence

klerc Docs

Word files that survive the round-trip

Open a Word file, edit it, save it — and everything survives: styles, numbering, tables, images, headers and footers, footnotes, comments and sections. Find-and-replace, contents generation, page setup and print-to-PDF included.

  • Character and paragraph styles
  • Comments with a round-trip
  • Live co-editing with presence

Retrieval

The knowledge your AI runs on

The knowledge base doubles as the grounding layer for AI: Molly cites it, and each agent can see everything, nothing, or a hand-picked slice — the claim forms for the claims desk, the policy wordings for renewals. A chunk inspector shows exactly what the models see.

  • Vector search across every item
  • Per-agent knowledge scoping
  • Two-pane preview with a chunk inspector

Also in the box

Previews

Spreadsheets, PDFs and images preview in place — the library looks like a library.

Office viewer

PowerPoint files open in a proper Office viewer — no broken renders.

Re-ingest

One click to re-process an item after it changes.

Starred & Trash

Star what you use, find what you touched in Recent, and restore from Trash.

CSV import

Spreadsheet data flows into records when you want it structured.

Queryable datasets

Knowledge items are searchable from the global query layer.

Put your agents to work.

Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.

Free during early access. No credit card needed.