Documentation
Guides for Configuring Your AI Workforce
A landing view of the documentation available once you're set up on Krevia.ai.
Getting Started
Set up your organisation and deploy your first AI employee.
- Creating your workspace
- Choosing your first AI employee
- Inviting your team
- Understanding roles and permissions
Configuring AI Employees
Scope, tone and behaviour for each AI employee you deploy.
- Setting scope and responsibilities
- Configuring tone and terminology
- Defining escalation rules
- Testing before go-live
Knowledge and Memory
Connect and manage the knowledge sources AI employees use.
- Connecting documents and wikis
- Managing knowledge freshness
- Understanding memory scope
- Resetting or correcting memory
Integrations
Connect CRM, email, calendar, documents and custom systems.
- Connecting a CRM
- Setting up email and calendar
- Custom API connections
- Managing integration permissions
Governance and Approvals
Configure the rules that decide what needs a human sign-off.
- Setting approval thresholds
- Managing approval queues
- Role-based access control
- Audit log basics
Analytics and Reporting
Understand usage, outcomes and trends across your AI workforce.
- Reading your dashboard
- Exporting reports
- Setting a reporting cadence
- Department-level breakdowns
Full documentation is available inside your workspace
Step-by-step guides, API references and configuration walkthroughs are available once your organisation is set up. Book a demo to get access.