Home/ Products/ Portal
CurrentWave Portal · Knowledge for employees Core

Stop hunting. Just ask.

The internal knowledge assistant that gives your team instant, sourced answers from everything you know.

Our internally-facing knowledge system gives your team fast, secure, high-quality access to your internal knowledge wherever it lives. It captures what your organization knows, surfaces and helps close the gaps, and turns it all into analysis you can act on.

Intuitive dashboards give executives and supervisors real-time visibility into trends, conflicting documents, customer pain points, and areas for service improvement.

Instant sourced answers 80 languages No document prep
CurrentWave Portal
Ask about a policy, procedure, or process…
The cost of the status quo

Your team already has the answers. They just can't find them.

Knowledge is scattered across drives, binders, and people's heads, so employees dig through documents, interrupt colleagues, or guess, and new hires take months to get up to speed. CurrentWave Portal turns everything your organization knows into instant, trusted answers.

98%
Faster access to answers from your documentation.
60%
Fewer interruptions of supervisors and peers.
50%
Less time to train and onboard new employees.
The core of the platform

One portal for the entire knowledge lifecycle

CurrentWave Portal manages your knowledge end to end, so answers stay fast, accurate, and trustworthy as you grow. Retrieval is where your team lives; capture, quality, and insights keep it reliable.

01 · Capture

Capture

Author documents and record step-by-step guides directly into your knowledge base.

02 · Retrieval

Retrieval

Ask in plain language and get instant, sourced answers your team can trust.

03 · Quality

Quality

Human-guided AI tuning turns flagged answers into lasting improvements.

04 · Insights

Insights

See what people ask and what your documentation is missing, so you know what to capture next.

01 Capture Included in Portal
Create knowledge

Knowledge Creator

A full document editor built right into Portal. Write policies, procedures, and FAQs straight into a knowledge base, with no imports and no prep.

  • Draft and publish directly into any knowledge base
  • Version control keeps a full history of every change
  • Collaborate with colleagues once a document is live
Knowledge Creator
Golden Oaks Savings Accounts
DPAK
v2 Draft
BIU
Golden Oaks Savings Accounts
Savings Account
Money Market Account
01 Capture Add-on
Record knowledge

Knowledge Recorder

Record a task once in your browser and Knowledge Recorder turns your on-screen steps into a clear, step-by-step how-to guide. Available as an add-on at an additional cost.

  • Captures each click as a numbered step with a screenshot
  • Auto-writes a summary and description you can edit
  • Publish the finished guide straight to a knowledge base
Knowledge Recorder
Publish
Add New Client User Recorded 7 steps captured
Choose a KB Tags PDF
2Open the admin menuclick
3Click "App Settings"click
Add a description, or dictate one, to explain this step in your own words.
Knowledgebases
Executive KB
Contact Center KB
Operations KB
HR / Training KB
Dashboard
Upload Files
App Settings
User Management
Hello, Pete. I'm your assistant.
How can I help you?
Operations KB: Ask a question+
02 Retrieval Instant, sourced answers

Instant access to your policies, procedures & processes.

Ask our custom-trained AI a question and it navigates your organization's knowledge to deliver an instant answer, wherever that knowledge resides. Clickable citations let you open the exact source document, in the app or your browser.

  • Every answer backed by clickable source citations
  • Ask, translate & answer in about 80 languages, read aloud in the right accent
  • Custom-trained on your documentation—no prep required
CurrentWave Portal
What should I do if a member is claiming fraud?
Open a fraud case and place a temporary hold on the affected account. Verify the member's identity, document the disputed transactions, and file the dispute within 10 business days. Escalate to the Fraud team if losses exceed $500.
1Fraud Response Procedure 2Reg E Dispute Guidelines
02 Retrieval Integrated document viewer

See the source, side by side.

Open the document behind any answer right next to your chat, with no switching windows and no hunting for files. The viewer jumps to the relevant section and highlights the exact passage the AI used, so you can verify in a glance. Search, download, or print without leaving the page.

  • Document and chat open side by side
  • Auto-jumps to and highlights the key passage
  • Search, download, and print in the same window
CurrentWave Portal
What's our remote-work eligibility?
Employees are eligible for remote work after 90 days and with manager approval, up to 3 days per week.
1Remote Work Policy
Remote Work Policy.pdf
Section 3 · Eligibility
3. Eligibility
Jumped to cited passage
Employees become eligible for remote work after ninety (90) days of full-time employment and with documented manager approval, for up to three (3) days per week.
02 Retrieval All, Focused & Blended Sources

You control the scope.

Choose how much of your knowledge each answer draws on. All Sources searches your entire knowledge base. Focused Sources answers from only the files you select. Blended Sources still draws on the entire knowledge base, with emphasis on the files you select. Narrow in to compare specific documents, surface gaps, analyze content, and even create something new. Not sure where to look? Choose All Sources to go broad for questions that search through all your content.

All Sources Focused Sources Blended Sources
Sources in scope
Lending Policy v4 Rate Sheet Q3 Handbook 2025
Configurable by user level, controlling who can narrow scope.
03 Quality Human-guided AI tuning

It doesn't just respond. It evolves.

Anyone can flag an incomplete or inaccurate answer and send it to their team for internal review, where the documentation can get updated or added if management determines it's appropriate. Management can escalate to CurrentWave AI when the documentation is right but the AI missed a nuance or needs further human instruction on how to read it. Routing stays with supervisors, so no one changes what the AI knows without review.

  • Integrated flagging on any answer
  • Point to the documents that hold the right answer
  • Supervisors review flags and escalate to CurrentWave AI
  • Every escalated flag is reviewed and resolved by our human AI training team
Send New Flag to:
Q&A details Add flag Edit/view flag
My team for internal review CurrentWave AI
Flagged answer
"Parental leave is 8 weeks for all employees."
Provide an explanation of the issue for your team:
This looks outdated. Primary caregivers now get 12 weeks and secondary caregivers 4 weeks, after 90 days of employment.
Optional: I will indicate which document(s) contain the right answer.
Parental Leave Policy 2025
Optional: Add flag subscribersSelect user
Cancel Submit Flag
04 Insights Monitor with ease

An executive dashboard for what matters most.

The CurrentWave Portal Executive Dashboard delivers real-time metrics on user activity, AI training, and feedback, a clear overview of performance in intuitive, data-rich visualizations. Role-based permissions keep the right view in front of the right people.

Executive Dashboard
Jul 6 – Jul 12, 2026 · 7 days · All KBs
TodayYesterday7 days30 days
Total Questions
985
↑ 2.0%
Active Users
117
→ flat
Answer Rate
92.7%
→ flat
Flag Rate
0.8%
↑ 60.0%
Answer Rate Over Time
Total Questions Answer Rate % Active Users
Answer rate by classification
Digital services 95.5%
Operations 85.1%
General question 78.2%
Gaps surface by topic, so you know what to document next
What the org is asking about
Transactions 17.4%
Account Management 14.7%
General Question 13.2%
Volume by topic shows where demand actually sits
04 Insights Insights: patterns to progress

Every question becomes actionable insight.

Generate the CurrentWave Portal Insights Report with a single click, and it analyzes your team's questions and the AI's responses in seconds.

  • Standard Insights ReportOne click analyzes user activity, surfaces the questions the AI couldn't answer, and pinpoints where documentation is missing. Schedule it to arrive weekly for anyone who benefits from it.
  • Custom Insights ReportAsk any question of your organization's full question and answer activity — for example, what a team member asked about this week, where the AI struggled, how topic volume is shifting — and get an answer back in the same panel.
Insights
Save to file Copy to clipboard
Insights Report Custom Insights
Date range: 7/20/2026 – 7/27/2026All usersTotal Q&A analyzed: 101
AI analysis of user activity6 trends
Loan structuring and eligibility edge cases — scenario-based questions on LTV, occupancy, and income.
Payment behavior and payoff math — accrued interest, biweekly drafts, HELOC calculations.
Analysis of unanswerable questions9 asked
Card exception authority — no source covers who may reopen a closed account.
Analysis of missing documentation4 gaps
Cash advance reinstatement — asked 14 times with no policy document on file.
Custom Insights
What topics did Pete Smith ask about this week?
Which questions did the AI struggle to answer?
Are members asking more about HELOCs than last month?
Ask a question about this set of question and answer history
Works with your stack

Seamless integration with your systems.

No integration is required, but Portal connects seamlessly with platforms your team already uses to store knowledge, such as SharePoint, Engageware, Slack, Confluence, Zendesk, and Google Docs. Add Single Sign-On with Azure Entra (Active Directory) or Okta for streamlined user administration, and boost efficiency, customer satisfaction, and measurable results without the headache.

SharePoint
Engageware
Slack
Confluence
Zendesk
Google Docs
Sign-on
Azure Entra Add Single Sign-On (Active Directory) for streamlined user administration.
Okta Connect Okta for Single Sign-On with the same centralized access control.

Don't see your platform? Custom integrations are available.

No integration required to get started
Optional branding

A branded assistant your team actually wants to use.

Portal works out of the box, but it doesn't have to feel like generic software. Give your assistant your own name, logo, and colors, and a character that fits your organization. Teams engage with an assistant that looks and sounds like their workplace far more readily than one that looks like software.

  • Name your assistant and give it a character your team recognizes
  • Your logo and color scheme applied throughout the interface
  • Carries throughout Portal chat and CurrentWave Chat, our customer-facing solution
Joulie, the CurrentWave AI assistant
Joulie
CurrentWave AI's assistant
A few examples of what yours could be
Scout
Blossom
Bolt
Otto
Yours
Your character · your name · your colors
Meet Goldie

In this example of Golden Oaks Financial, the logo, colors, and avatar carry across the entire portal, so the tool reads as part of the workplace culture from the first login.

Goldie
https://goldenoaks.currentwave.ai
CurrentWave Portal branded for Golden Oaks Financial, our demo institution, with its assistant, Goldie
Built for real deployments

Fast, easy, secure, private.

Fast

Blazing-fast access to your documentation, resolving inquiries 98% faster.

Easy

Simple setup with no document prep required, so you onboard and start using immediately.

Secure

Enterprise-grade security with advanced permissions and encryption.

Private

Built-in PII management and data-privacy compliance for employees and customers.

The CurrentWave Portal advantage

Generic AI wasn't built for your organization. Ours is.

Generic AI tools
  • General-purpose, one-size-fits-all
  • No way to correct or improve answers
  • Limited reporting and insight
  • Risk of exposing your private data
  • No visibility into document health
  • No citations you can verify
CurrentWave Portal
  • Custom-trained on your organization
  • Human-guided tuning + in-app feedback
  • Deep usage analytics & insights
  • Fully private and secure
  • Surfaces conflicts & gaps in your docs
  • Clickable citations on every answer

Stop searching. Start knowing.

See how CurrentWave Portal turns your organization's knowledge into instant, trusted answers.