Building Your Knowledge Base

Upload playbooks, battle cards, and sales collateral to power real-time coaching.

What Is the Knowledge Base?

The knowledge base is your personal library of sales materials that Nutan uses to power real-time coaching, generate responses, and provide context during deals. The better your knowledge base, the smarter Nutan becomes.

Supported File Types

Upload any of the following formats:

PDF — Playbooks, case studies, product docs
Word (.docx) — Battle cards, scripts, guides
PowerPoint (.pptx) — Sales decks, training materials
Text (.txt) — Quick reference notes
Markdown (.md) — Structured content
CSV (.csv) — Pricing tables, comparison matrices

How to Upload

During Onboarding

Step 8 of the onboarding flow prompts you to upload your initial knowledge. Drag files into the upload area or click to browse. You can upload multiple files at once.

After Onboarding

Go to Knowledge in the sidebar navigation. Click "Add" to upload new files at any time.

What to Upload

For the best coaching experience, upload:

Material	Why It Matters
Sales playbook	Powers talk track suggestions and methodology prompts
Objection handling guide	Enables real-time objection responses during calls
Battle cards	Triggers competitive intelligence when rivals are mentioned
Case studies	Provides proof points and social proof suggestions
Product documentation	Helps answer technical questions accurately
Pricing guides	Supports pricing objection handling
Win/loss analyses	Teaches Nutan patterns from your real outcomes

How Knowledge Is Used

Real-time coaching — During calls, Nutan matches the conversation against your knowledge base to surface relevant suggestions.
Deal chat — When you ask questions about deals, Nutan can reference your materials for context.
Email drafts — Follow-up emails incorporate relevant positioning from your playbooks.

Privacy

Your knowledge base is stored locally on your device. Documents are indexed on-device for fast retrieval. If cloud sync is enabled, knowledge items sync encrypted between your devices — but they are never accessible to Nutan's servers in readable form.

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Understanding Deal Intelligence

Learn how Nutan analyzes your pipeline with evidence-based signals, not opinions.

Using Meeting Intelligence

How Nutan captures, transcribes, and analyzes your meetings — all on your device.

Real-Time Coaching During Calls

Get live objection handling, competitive responses, and talk track suggestions during calls.

Accountability & Action Items

How Nutan tracks every promise, commitment, and follow-up across your deals.

Managing Your Deals

Create, edit, and track deals through your pipeline with stages, signals, and intelligence.

Managing Contacts & Stakeholders

Track stakeholders, their roles, engagement levels, and interactions across your deals.

Using Nutan Chat

Ask questions, get deal context, and query your knowledge base using Nutan's three chat modes.

Your Morning Briefing — The Now Page

Start each day with a pipeline narrative that surfaces what needs attention right now.

Memory & Behavioral Insights

How Nutan remembers meeting patterns, detects broken promises, and surfaces behavioral insights.

Recording & Transcribing Meetings

Set up audio capture, choose your audio device, use push-to-talk, and manage recordings.

On-Device AI — Privacy by Architecture

How Nutan runs AI models locally on your Mac for transcription, analysis, and coaching.

Keyboard Shortcuts & Command Palette

Navigate Nutan faster with keyboard shortcuts and the command palette.