> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Deal and Customer Q&A > Get complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records. Deal and Customer Q&A ## How does it work? Deal & Customer Q\&A handles the context-gathering that slows reps down mid-deal. Ask questions like: * What pricing did we propose to Acme Corp in Q3? * Who are the key stakeholders on the Meridian account? * What blockers came up in our last call with DataFlow? * Summarize the contract terms we agreed to with Vertex. * What were the action items from the discovery call on Tuesday? * Has this prospect raised security concerns before? * What's the renewal history for this customer? The Agent pulls from client documents, meeting transcripts, CRM records, and proposals to give you complete context—without digging through multiple systems. ## Who uses Deal and Customer Q\&A? Deal & Customer Q\&A is built for revenue teams who need fast, accurate context to keep deals moving: * Account Executives preparing for calls or re-engaging stalled opportunities * Sales Engineers getting up to speed on technical requirements and past discussions * Customer Success Managers taking over accounts or handling renewals * Sales Leaders reviewing deal status without chasing down reps for updates It's especially valuable during handoffs—whether AE to CSM, or when a new rep inherits an account—so no one has to redo discovery or piece together history from scattered notes. ## How does Deal and Customer Q\&A use your Knowledge Base? Deal & Customer Q\&A searches across your connected sources—including CRM records, call transcripts, documents, contracts, team conversations, and more—to surface relevant account and deal information in one place. When you ask a question about a specific account or opportunity, the Agent: * Pulls context from CRM fields, notes, and activity history * Searches meeting transcripts and call recordings for stakeholder insights * References contracts, proposals, and pricing documents * Surfaces relevant team threads and email exchanges Because the Knowledge Base syncs continuously, you're always working with the latest information—no stale data or outdated deal notes. ## Related Create a custom Agent with tailored instructions and Knowledge Base access. Add your company documents so Agents can reference them.