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Get Answers to Common Questions and Resolve Issues Quickly

Find solutions to frequent questions and troubleshooting steps for common issues. Can’t find what you need? Contact our support team at support@zephior.com.

πŸš€ Getting Started

  1. Visit agent.zephior.ai - new users will automatically start the onboarding process
  2. Upload documents to your Library (start with 5-10 key files)
  3. Try Chat to ask questions about your content
  4. Create a project for your first RFP
  5. Invite team members to collaborate
Check our Quick Start Guide for a detailed walkthrough.
  • Library: Your knowledge repository where you store all documents
  • Chat: Your ad-hoc knowledge management & search agent
  • Projects: Dedicated workspaces for managing specific RFPs or proposals
Think of Library as your filing cabinet, Chat as your specialized assistants, and Projects as your workspace.
No! Zephior is designed for business users. If you can use email and web browsers, you can use Zephior. No coding or technical setup required.
Most users see immediate value:
  • Day 1: Upload content and get instant answers via Chat
  • Week 1: Complete your first RFP 75% faster
  • Month 1: Establish workflows and see consistent time savings

πŸ“š Library & Content Management

For Library uploads:
  • Documents: PDF, Word (.doc, .docx), Text (.txt)
  • Spreadsheets: Excel (.xls, .xlsx), CSV
  • Presentations: PowerPoint (.ppt, .pptx)
  • Images: PNG, JPG, JPEG (with text extraction)
For Chat uploads:
  • PDFs and images only
Maximum file size: 4.5MB per file
No, Zephior uses a different organization approach:
  • Files are automatically grouped by their source
  • No manual folder creation available
  • Files remain searchable and accessible through the Library interface
The AI can find content regardless of organization structure.
Several options:
  1. Replace: Upload new version with same name - old version is archived
  2. Delete: Remove completely (admin permission required)
The AI automatically uses the most recent version unless you specify otherwise.
Absolutely!
  • Drag and drop up to files at once
  • Select entire folders to upload
Files process in parallel for speed.

πŸ€– AI & Chat

No! Zephior’s AI only uses information from your uploaded content. It cannot and will not:
  • Invent facts or figures
  • Make claims without sources
  • Generate information not in your Library
Every response includes citations to verify accuracy.
Zephior handles 100+ languages seamlessly:
  1. Upload RFPs in any language
  2. AI detects language automatically
  3. Responses generated in the same language
  4. Translate between languages on demand
Your knowledge base can be in English while responding to RFPs in German, French, Spanish, etc.

πŸ‘₯ Projects & Collaboration

Unlimited! Zephior doesn’t charge per user, so add everyone who can contribute:
  • Core team members
  • Subject matter experts
  • Reviewers and approvers
  • External partners (with guest access)
More contributors = better responses.
Yes, the system learns from all your projects. Each project makes future ones easier.

πŸ’³ Billing & Credits

Zephior uses a subscription model with included credits. Multiple tiers are available from Trial to Enterprise β€” see Billing for current pricing.What uses credits:
  • Response generation (varies by complexity)
  • QA pair extraction (varies by document)
  • Chat interactions
What’s always free:
  • Adding users (unlimited on Business+)
  • Uploading files to Library
  • Manual editing
  • Collaboration features
  • Exporting content
Credit usage varies by document complexity and length. Smaller questionnaires (DDQs) use fewer credits, while complex RFPs with hundreds of questions require more.See Billing for tier recommendations and usage examples.
For subscribed users: Your work continues uninterrupted!
  • Platform keeps running with overage billing
  • Overage credits cost 20% more than your tier rate
  • Billed at end of billing period
  • No spending cap on overages
For trial/non-subscribed users:
  • AI features pause until you subscribe
  • βœ… Still access all your content
  • βœ… Continue manual editing
  • βœ… Export existing work

πŸ”’ Security & Compliance

Enterprise-grade security throughout:Infrastructure:
  • Swiss data centers
  • End-to-end encryption (AES-256 at rest, TLS 1.3 in transit)
  • SOC 2 Type II audited
  • ISO 27001 certification planned
Access Control:
  • Multi-factor authentication (OTP and WebAuthn)
  • Role-based permissions (admin, member, viewer)
  • SSO/SAML support (Enterprise tier)
  • Complete audit trails
Data Protection:
  • Isolated tenant databases
  • No AI training on your data
  • GDPR compliant with Swiss DPA
You have complete control:Default: Only your organization members Customizable: Set permissions by:
  • User role (admin, member, viewer)
  • Project level
  • Folder level
  • Individual document
Never: Zephior staff cannot access your content without explicit permission for support.
Zephior’s compliance status:
  • βœ… GDPR (European privacy)
  • βœ… Swiss data protection laws (nDSG/FADP)
  • βœ… SOC 2 Type II
  • πŸ”„ ISO 27001 (planned)
Request our security whitepaper for details.For data protection inquiries, contact our Data Protection Officer at security@zephior.com
Yes, you maintain full control:Individual items: Delete anytime from LibraryBulk deletion: Remove folders or projectsAccount closure: Complete data deletion within 30 days (contact support)Backups: Removed from backups within 90 daysDeletion is permanent and immediate for active systems.

⭐ Best Practices

Start with your highest-value content:Priority 1 (Week 1):
  • Recent winning proposals
  • Company overview/capabilities
  • Product/service descriptions
  • Standard security responses
Priority 2 (Week 2):
  • Case studies with metrics
  • Technical documentation
  • Certifications and compliance docs
  • Pricing/commercial terms
Priority 3 (Ongoing):
  • Industry-specific content
  • Competitive differentiators
  • Implementation methodologies
  • Executive bios
Drive adoption with these strategies:Week 1:
  • Quick team demo (15 minutes)
  • Share quick wins
  • Assign β€œchampions” per department
Month 1:
  • Regular tips in team meetings
  • Celebrate time saved
  • Share success metrics
Ongoing:
  • Monthly best practices sessions
  • Recognize power users
  • Continuously gather feedback
  • Share ROI improvements

πŸ†˜ Still Need Help?

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