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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 [email protected].

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🚀 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

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📚 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.

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🤖 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.

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👥 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.

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💳 Billing & Credits

Credits are like fuel for AI operations:Credit pricing:
  • $0.25 per credit
  • Minimum purchase: 200 credits
What uses credits:
  • Generating RFP responses (1-5 credits each)
  • Processing documents (2-10 credits per doc)
  • AI chat interactions (0.5-2 credits)
What’s always free:
  • Adding users
  • Uploading files
  • Manual editing
  • Collaboration features
  • Exporting content
Typical project costs based on updated pricing:Standard DDQ (Due Diligence Questionnaire)
  • 50-100 credits (12.50−12.50-25.00)
  • Simple questionnaires with 50-100 questions
Complex RFI (Request for Information)
  • 100-200 credits (25.00−25.00-50.00)
  • Detailed requests with multiple sections
Full-Scale RFP (Request for Proposal)
  • 200-400+ credits (50.00−50.00-100.00+)
  • Large proposals with hundreds of questions
Don’t worry! You never lose access:
  • ✅ Still access all your content
  • ✅ Continue manual editing
  • ✅ Collaborate with team
  • ✅ Export existing work
  • ❌ Can’t generate new AI responses
Simply purchase more credits to resume AI features.

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🔒 Security & Compliance

Enterprise-grade security throughout:Infrastructure:
  • Swiss data centers
  • End-to-end encryption
  • SOC 2 Type II certified
  • ISO 27001 compliant
Access Control:
  • Multi-factor authentication (OTP and WebAuthn only)
  • Role-based permissions
  • SSO/SAML support
  • Complete audit trails
Data Protection:
  • Isolated tenant databases
  • Encrypted at rest and in transit
  • No AI training on your data
  • GDPR compliant
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 maintains compliance with:
  • ✅ GDPR (European privacy)
  • ✅ SOC 2 Type II
  • ✅ ISO 27001
  • ✅ Swiss data protection laws
  • ✅ HIPAA (with BAA)
Request our security whitepaper for details.For data protection inquiries, contact our Data Protection Officer: Mingyu Kim - [email protected]
Yes, you maintain full control:Individual items: Delete anytime from Library Bulk deletion: Remove folders or projects Account closure: Complete data deletion within 30 days (contact support) Backups: Removed from backups within 90 daysDeletion is permanent and immediate for active systems.

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⭐ 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 “champions” 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

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🆘 Still Need Help?

Can’t find your answer? We’re here to help!

Contact Support

Email our support team

Book a Call

Schedule time with our team

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Get started with 200 free credits - no credit card required. New users will automatically begin the onboarding process.