Sales Copilot Knowledge Base Setup: Documents, Quick Notes and Vocabulary
Set up a sales copilot Knowledge Base around approved facts, short notes and the terms buyers actually say. For Hintro's Boxy, the current Knowledge Base holds documents, quick notes and Custom Vocabulary that inform live answers. It is a personal resource for an individual rep, not a shared team workspace.
The setup checklist below is recommended practice, not a measured claim about conversion or answer accuracy. Product scope comes from Hintro's product page and FAQ, checked September 30, 2026.
Start with facts you can defend on a call
Gather current product documentation, a dated pricing explanation and approved answers to common buyer questions. Include limits and exclusions alongside capabilities. A product description that says what is not supported is more useful for an honest answer than one containing only selling points.
Label source documents with an owner and a revision date in their content. Remove conflicting versions before uploading. This is document hygiene advice, not a claim that Boxy automatically resolves version conflicts or checks whether a document is current.
For deeper context, read what a sales copilot should know about your product.
Use quick notes for short, approved explanations
A quick note can hold a concise answer that does not need a full document. A practical format is:
The buyer's question.
The approved factual answer.
The limit or exception.
The source and date to check before making a promise.
For example, write the actual onboarding steps and any dependency on the buyer's setup. Do not replace an unknown timeline with a confident estimate. If the answer depends on an unconfirmed requirement, say what needs checking.
Add Custom Vocabulary for names and terms
Use Custom Vocabulary for product names, abbreviations, specialist terms and names that matter to the conversation. Keep the list focused on words you expect to hear. Hintro lists Custom Vocabulary as part of the Knowledge Base; this does not establish a guaranteed recognition rate.
Boxy supports native English, Hindi and Hinglish transcription plus Hinglish AI suggestions. Test terms in the language mix you use rather than assuming a clean English example proves the same result for a mixed-language call.
Connect your knowledge to the live prompt
Boxy runs as a desktop app with a private overlay. The rep can invoke Boxy Controls such as What to say next, Handle objection, Explain clearly and Ask a good question, or define custom Controls. The Knowledge Base supplies context; the Control expresses what help the rep wants now.
A practical test is to ask the same buyer question with two Controls: Explain clearly for a short explanation, and Handle objection for a response to a stated concern. Review whether the answer stays within approved facts. Treat the suggested answer as assistance, not permission to make an unsupported commitment.
Review before relying on the setup
Test one factual question, one objection and one question whose answer is deliberately absent. Check names, numbers, exclusions and the language mix. If the answer adds a promise your source does not support, do not repeat it to a buyer. Fix the source material or confirm the fact first.
After the call, Boxy provides a summary, a speaker-labeled downloadable transcript and an AI Interactions log. Use those artifacts to review the interaction. No team analytics or CRM write-back is claimed here.
Hintro's pricing lists Lite at INR 499, Essential at INR 1,299 and Power at INR 2,599 per month. Check the call-hour and Knowledge Base file limits for your plan. See use cases for the intended call workflows.
FAQ
Is the Boxy Knowledge Base shared across a team?
No shared team Knowledge Base is claimed. The current feature is a personal Knowledge Base for the individual user.
Can I add terminology without a full document?
Hintro lists Custom Vocabulary and quick notes alongside documents in its Knowledge Base.
Does a Knowledge Base guarantee a correct answer?
No correctness guarantee is made here. Check suggested facts against approved sources before relying on them in a buyer conversation.
Does this setup require a CRM integration?
No CRM integration is claimed for Boxy's personal Knowledge Base. It uses documents, quick notes and Custom Vocabulary.