Understand your company.
From the inside out.

Ontora learns how your company works through AI conversations and screen sharing. One connected knowledge layer for your people and AI tools.

Ontora
A
Acme

Team workspace

Workspace

Purchase approvals

Interview campaign·Operations & Finance

Understand how purchases are approved, who decides, and what changes when a request is urgent.

Completed3 of 3 interviews29 min total
Team memberRoleDuration
Operations12 min
Finance9 min
Team lead8 min
From Jamie’s interviewKey takeaway

Urgent purchases go directly to Finance. The purchase tracker is updated afterwards.

Added to Knowledge

Start with the people.
See the whole picture.

Agent-led conversations

Explore the decisions, handovers and workarounds behind your team’s answers.

A conversation that goes deeper

Who approves a purchase when it can’t wait?

Screen sharing

Connect what people show on screen with what they explain.

The work behind the words

Urgent requests go straight to Finance.

Smarter follow-ups

Build on existing knowledge to ask what is still missing.

A better next question

The standard approval route is clear. What changes when a request is urgent?

Connected company knowledge

Connect processes, people and tools with the conversations behind each finding.

Context for your AI tools

Bring your company’s knowledge into your tools through MCP, API or CLI.

Your context. In Claude.

Explain our purchase approval process, including the exceptions.

See Ontora in action.

A little more detail.

Can we shape the conversations around our own questions?

Yes. Set the goal, topics, questions and follow-up guidance, or start with a specialized agent for Process Discovery or AI Maturity. The agent explores the details behind each answer.

How does screen sharing add to a conversation?

People can share their screen as they explain a task. The agent can connect the steps and tools they show with what they describe, including the exceptions that are difficult to capture in words alone.

How does Ontora build on what it already knows?

The company knowledge layer gives the agent context for future conversations. Missing details and unanswered questions can guide targeted follow-ups, so each conversation builds a fuller picture. Your team still decides the campaign scope and who takes part.

Who can access the company knowledge?

You select the campaigns and recipients for shared chats. Campaign privacy settings determine access to underlying responses. Compatible tools can use the context through MCP or the API, within the access you configure.