Step 1
01
Connect your tools
Securely connect Gmail, Drive, Slack, HubSpot or whatever your team already uses. Setup takes minutes — no IT project, no migration, no new workflow to learn.
For founders, operators & growing teams
AI for SMBs that knows your whole business as well as you do.
AI for Small & Medium Businesses from Ask the Genie answers any question about your customers, processes and company knowledge — grounded in your emails, docs and tools, with every answer cited. Stop losing time to scattered information and give every team member the context they need, instantly.
Question
What did we promise Acme last quarter?
● Email · Drive · CRMAnswer · 4s
Promised 3-month onboarding support and a custom integration by June 30. Both confirmed via email thread.
3 sources citedSource · Gmail · Apr 12
“We'll have the integration live before end of June — confirmed.”
VerifiedAI for Small & Medium Business — explained.
AI for SMBs is software that reads everything your company already produces — emails, shared docs, CRM records, helpdesk tickets and team chats — and answers any business question in plain language, with every claim cited to the exact source. It turns hours of hunting through inboxes and folders into seconds of grounded, verifiable answers.
01 How it works
One AI that reads everything your business already knows.
Connect your inbox, shared drives, CRM, helpdesk and team chat. AI for SMBs indexes every file, thread and record — building a single, searchable brain for your entire business. Ask anything in plain language and get a cited answer in seconds, without digging through tabs.
- Connects Gmail, Drive, Slack, HubSpot & Notion
- Reads emails, docs, tickets, notes and chat threads
- Answers in plain language, every claim cited to the source
02 Why SMBs use it
Because small teams can't afford to repeat themselves.
At an SMB, every person wears multiple hats and institutional knowledge lives in people's heads, scattered inboxes and forgotten docs. AI for SMBs gives every team member instant access to the full context they need — without interrupting the one person who knows.
- Customer history & account context on demand
- Policy, pricing and process answers without hunting docs
- Onboarding new hires in days, not weeks
- Consistent answers across every customer-facing team
- Draft proposals, follow-ups & reports from your own data
03 What you get
A lean team that punches above its weight, every day.
AI for SMBs turns your scattered business data into a reliable, cited knowledge base every team member can query. The result is faster decisions, fewer repeated questions, and a customer experience that feels like a much larger operation.
- Instant, cited answers from your own business data
- Customer and account context surfaced before every call
- Consistent, on-brand responses across the whole team
- Hours saved every week per person — without extra headcount
How to use AI for SMBs: step-by-step.
Getting started takes four steps — no IT project, no implementation cost, no new workflow. Connect your existing tools, ask about any customer or process, verify the source, and roll it out across your whole team.
Step 2
02
Ask anything
Type a question like "what did we promise Acme last quarter?" or "what's our refund policy?" Ask naturally — you don't need to know where the answer lives.
Step 3
03
Verify the cited source
Every answer links back to the exact email, doc or record it was drawn from. One click confirms — no more "I think I saw that somewhere."
Step 4
04
Scale across your team
Roll out to every team member with role-based access controls. Shared knowledge, consistent answers, and a full audit trail — without extra headcount.
Problems we solve at Ask the Genie for small and medium businesses.
⏱
Knowledge stuck in inboxes
Surface any email, doc or conversation in seconds — no digging through folders.
◈
Repeated questions slow teams
One question to AI for SMBs replaces five Slack pings to the one person who knows.
⚠
Inconsistent customer answers
Every rep works from the same cited source — no more conflicting policy answers.
✉
Slow proposal & email drafts
Draft accurate, on-brand proposals and follow-ups from your own deal and client data.
◉
Slow new-hire onboarding
New team members self-serve company knowledge instead of blocking senior staff.
↻
Decisions without full context
Ask across every tool at once — get the full picture before every customer call.
AI for SMBs — features, benefits & key capabilities.
Key features
◈
Business knowledge Q&A
Any question about your business, answered instantly from your own connected data.
⌖
Customer context
Full account history surfaced before every call, email or meeting.
✉
Draft generation
Proposals, follow-ups and reports drafted from real data in your connected tools.
◉
Policy & process lookup
Instant answers to internal policy, pricing and process questions — cited to the doc.
⚔
Competitive intel
Surface competitive context and win/loss patterns from your own calls and CRM.
🔍
Cross-tool search
Ask one question across every connected app and get a single cited answer.
Benefits for small & medium business teams
Faster customer responses
Consistent team answers
Hours saved per person weekly
Faster new-hire onboarding
Smarter deal prep
No extra headcount needed
The outcomes SMB teams report.
15 min
Saved per person before every customer-facing call
source: 12 SMB customer surveys · 2026
3×
Faster answers to internal knowledge questions
source: ATG SMB deployment data
100%
Of answers cited to the exact source document
source: ATG answer logs
4.2h
Saved per team member, per week
source: self-reported · validated
Discover how other teams use askthegenie.
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Review contracts, extract clauses and surface risk in seconds — every answer cited to the clause.
Explore legal use caseHealthcare
Answer clinical, operational and compliance questions — cited from protocols, policies and rules.
Explore healthcareTrusted by small & medium businesses at
Brightpath
Cornerstone
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Redwood Labs
Sprout Studio
Harbor Group
Bloom Agency
Keystone SMB
Mosaic Works
Pebble Tech
Sunrise Digital
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Brightpath
Cornerstone
Nimble Co
Redwood Labs
Sprout Studio
Harbor Group
Bloom Agency
Keystone SMB
Mosaic Works
Pebble Tech
Sunrise Digital
Anchor Co
Ask once.
Trust the answer.
Spin up a workspace, connect your stack, and get your first cited answer in the next ten minutes.
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