What Data Do I Need to Get Started With Knownwell

One of the most powerful aspects of Knownwell is that you don’t need transactional data, structured databases, or complex integrations to get started. Simply put, the only data you need to provide to get started using Knownwell is access to your existing communications platforms.

Unlike traditional analytics platforms that require extensive data preparation, Knownwell’s AI works directly from your existing communication tools—delivering Commercial Intelligence with minimal setup and zero data management overhead.

The only requirement: access to one of your communications platforms

Knownwell can get to work with a single Connector to your company’s email worksuite or chat tools. All we need is the ability to connect to:

• Email (Microsoft Graph or Google Worksuite)
• Slack, Microsoft Teams, or other Chat Tools

That’s it. Connecting your CRM like Salesforce or Hubspot is optional but isn’t required.

Because professional services firms operate through relationships and expertise—not transactions—all the intelligence you need is already embedded in your everyday communications.

Knownwell extracts operational insights from the natural flow of emails, meetings, and messages, without requiring structured data or reporting.

How it works: The 2-step setup

Step 1: Provide a list of clients (or let us find it in your CRM)

To track relationships and engagement patterns, we need to know who your clients are.

• Option 1: Pull from your CRM: If you have a current list in Salesforce, Hubspot, or another CRM, Knownwell can sync directly.
• Option 2: Upload your list: You can provide a simple spreadsheet of client names and email domains.

Most firms find that Knownwell surfaces missing or outdated accounts that aren’t in their CRM.

Step 2: Connect your email worksuite or chat platform

Once we have the client list, all you need to do is connect:

• Email (Microsoft Graph or Google Worksuite): Knownwell passively analyzes email exchanges to detect engagement trends, response times, and relationship health, all of which will feed into your proprietary Knownwell score.
• Slack or Microsoft Teams: Internal and external discussions provide key signals about priorities, client concerns, and account momentum.

Want even more intelligence? If you integrate additional sources like your CRM or project management tools, Knownwell can provide even richer insights—but as previously mentioned, they’re not required.

What’s next? Start seeing insights instantly

Once connected, Knownwell:

• Surfaces real-time client insights without requiring manual updates, spreadsheets, or dashboards.
• Identifies risks & opportunities by highlighting clients who are disengaging or primed for expansion.

No waiting. No manual reporting. No complex setup.

What you DON’T need

Unlike traditional analytics tools, Knownwell does NOT require:

• Transactional Data: No need for purchase histories, invoices, or financial records.
• Data Warehouses or Data Lakes: No expensive IT projects or infrastructure needed.
• Engineering or BI Resources: No complex data pipelines, dashboards, or manual analysis.

Knownwell works right out of the box, with no heavy lifting from your team.

Ready to find the insights hiding in your communications?

Knownwell unlocks the intelligence inside your emails, meetings, and Slack messages, turning them into the insights you need to run your business.

Your firm already has all the intelligence it needs—it’s just hidden in your everyday communications. Knownwell reveals what’s already there, without requiring complex integrations or transactional data.

Ready to see your data on the Knownwell platform? Book a call with our team today to get started.