Knowledge Base:
Your Agency's Brain, Searchable
Stop losing hard-won knowledge to staff turnover and scattered docs. Grapevine's Knowledge Base keeps your SOPs, client briefs, and decisions in one searchable place — with AI that finds what you mean across every doc, task, and conversation.
Why does tribal knowledge walk out the door?
Because the way you do things lives in someone's head. SOPs rot in a drive, client preferences hide in Slack, and onboarding takes weeks of shadowing. When a team member leaves, the knowledge leaves with them — and you rebuild it from scratch.
SOPs & Process Docs
Capture how your agency actually works. Rich-text docs with real-time editing, version history, and smart linking turn repeatable work into reusable Playbooks — so a new hire can ship a campaign without asking how.
- Real-time co-editing with comments and presence
- Templates for SOPs, client onboarding, and process docs
- Automatic version history on every document
- Docs link to the projects and Playbooks they describe
figgy AI & Universal Search
Ask figgy AI in plain language and get the right answer in seconds. figgy searches across docs, tasks, messages, and client records — understanding intent, not just keywords — so the answer to does anyone remember the Acme brief? is one query away.
- Semantic search finds meaning, not just exact matches
- Searches across docs, tasks, chat, and client records at once
- AI-ranked results surface the right answer first
- Instant previews let you scan without opening files
Client & Team Portals
Give each client and team its own knowledge hub. Portals bring the relevant docs, projects, and resources together — with access controls so client-facing content stays separate from internal notes.
- Per-client and per-team portals organize knowledge
- Access controls keep client and internal content separate
- New team members self-serve answers instead of interrupting
- Drag-and-drop portal building, no dev time needed
Grapevine Drive
One place for every file, doc, form, and contract. Grapevine Drive keeps your documents, client assets, intake forms, and signed contracts right beside the projects and tasks they belong to — no more digging through a disconnected drive.
- Files, docs, forms, and contracts in one connected drive
- Docs and assets attach to the projects and tasks they belong to
- Version history and access controls on every file
- figgy AI can read and answer questions over your stored documents
Why Grapevine for Knowledge?
Connected to the Work
Docs link to projects and Playbooks — knowledge stays in context
AI That Understands
Semantic search finds what you mean, not just what you type
Built for Agencies
Client and internal knowledge kept separate but both searchable
Ready to make your agency's knowledge searchable?
Join teams who turned tribal knowledge into a shared asset.