A new member of your team
Referent handles searching, connecting, and acting on your company's information, so your team can focus on deciding.
☀️ Good morning! Here's your Daily Briefing:
- ●Revenue: Q4 at $2.4M (87% of target)
- ●Action needed: 3 contracts pending approval
- ●Today: Board meeting at 2pm, Q3 review
Tell me more about the pending contracts
Here are the 3 pending contracts:
- ●Acme: $120K renewal - awaiting legal
- ●TechStart: $85K new deal - needs your sign-off
- ●GlobalFin: $210K expansion - in procurement
Open the TechStart contract
Here's the TechStart contract:
Built for speed and accuracy.
ROI compared to competition
Saved per week.
Average response time.
Connected and active enterprise knowledge
Referent connects emails, chats, documents, wikis, dashboards... for accurate and secure answers in seconds.
"We chose Referent for our enterprise search because of its accuracy, strong security, and seamless integrations. Having all our knowledge in one place has transformed how our teams find information."
Sarah Chen
VP of Engineering, TechFlow
"As we scaled our remote workforce, Referent stood out as the clear choice. The ability to search across Slack, Notion, and email simultaneously has saved us countless hours every week."
Marcus Johnson
Head of Operations, ScaleUp Inc
"The citation feature is a game-changer. Every answer comes with sources, so our team can verify and dive deeper. It's like having a research assistant that never sleeps."
Elena Rodriguez
Chief Knowledge Officer, Innovate Labs
"Referent's security model gave our compliance team confidence. Enterprise-grade encryption and access controls mean we can finally unify our knowledge without compromising data governance."
David Park
CISO, SecureFirst
"Implementation took days, not months. Our team was searching across 15+ tools within a week. The ROI was visible immediately in reduced meeting time and faster decision-making."
Amanda Foster
Director of IT, GlobalTech
Integrated into your workflow
Referent seamlessly integrates with the tools your team already uses.
Why choose Referent?
Referent connects your company's knowledge, understands it, and acts on it to accelerate decisions and execution.
Acme's invoice #INV-2847 for $4,200 was approved on Jan 25 in the #finance-approvals Slack channel by CFO Mark Johnson.
Avoid issues when tracking invoices and approvals. Integrating with your financial and communication systems.
Sarah Miller is the Head of Accounting. You can reach her at sarah.miller@company.com or on Slack @sarah.miller. Her office hours are Mon-Fri 9am-5pm.
Find key people and contacts in your organization. Connecting directly with your company's internal directory.
3 team members are on leave: John (since Feb 3, returns Feb 10), Maria (since Feb 5, returns Feb 7), and Alex (since Feb 1, returns Feb 6).
Manage team availability. Integrating with your HR system and calendar.
Done! I've scheduled a meeting with Sarah Miller (Head of Accounting) for tomorrow at 10:00 AM. Microsoft Teams invite sent to both of you. Would you like to add any notes for the meeting?
Schedule meetings by connecting with your calendar and contact directory. Forget about finding an available slot and sending invitations. Referent does it for you.
Security & Compliance
Compliance
Built from the ground up with a core commitment to security. Never worry about the safety of your data.
Granular Permissions
Automatic syncing of permissions from external sources and flexible access rules ensure secure access to data.
Generative AI Safety
Choose any organization approved LLM provider with options to bring your own keys.
Secure Deployment
Built from the ground up with a core commitment to security. Never worry about the safety of your data.
FAQs
Referent is an AI assistant that connects to all your company's tools (Slack, email, documents, CRM, and more) and delivers instant, sourced answers to any question. It also generates a personalized daily briefing of key KPIs, decisions, and risks, so executives and teams always have what they need to act.
Referent connects seamlessly with 50+ enterprise tools including Slack, Gmail, Google Drive, Notion, Confluence, Salesforce, HubSpot, Jira, Microsoft Teams, and many more. Setup typically takes minutes per integration using secure OAuth or API key authentication.
Yes. Referent meets the highest security standards: GDPR compliant, full encryption in transit and at rest, and zero use of your data for model training. For Enterprise customers, we offer flexible deployment options including self-hosting.
Referent supports multiple LLM providers including OpenAI, Anthropic, and Google. You can use your organization's approved provider or bring your own API key for complete control over which model processes your data.
Permissions in Referent mirror exactly the permissions from your connected systems. Each user only sees information they already have access to in the original tools, with granular controls to protect sensitive data.
Generic AI tools like ChatGPT don't have access to your company's data. Referent is specifically built to connect to your internal tools and deliver answers grounded in your actual business information, not general knowledge. Every answer comes with citations so you can verify the source.
Both. Referent can answer questions about your business data instantly, and it can also take actions: schedule meetings, create calendar events, draft documents, and trigger workflows in connected tools. The level of automation is configurable per team.
Yes. Referent maintains persistent memory of your preferences, recurring queries, and business context. Over time it learns what matters most to you and surfaces relevant updates proactively in your daily briefing.
Most teams are up and running within a single day. Connecting your first integrations takes minutes. For Enterprise deployments with custom configurations and SSO, implementation typically takes 1–3 business days with the help of our onboarding team.
Referent only answers from your connected data sources and always cites its sources, so accuracy is tied directly to the quality and completeness of your integrated tools. You can see exactly where every answer came from and drill into the original document or message.
No. Your company data is never used to train any AI model. Referent processes your data only to answer your queries, and all data remains encrypted and under your control at all times.
Yes. Referent integrates natively with both Slack and Microsoft Teams, allowing your team to ask questions and receive answers directly inside the chat tools they already use, with no separate app required.
Yes. Referent doesn't wait to be asked. It continuously monitors your connected tools and proactively surfaces what matters: emerging risks, pending decisions, and key metric changes. Every morning it delivers a personalized briefing with the updates most relevant to you, so you stay ahead of your business rather than catching up to it.
Yes. Referent offers a free trial with no credit card required. You can connect your tools and start getting answers immediately. When you're ready, Business plans start at $35 per user per month.
Referent inherits the access controls from every connected source, so sensitive documents and messages are only accessible to users who already have permission in the original system. Admins can also mark specific data sources or channels as off-limits for AI retrieval.
The Business plan includes all core features: 50+ integrations, AI answers with citations, daily briefings, and standard support. The Enterprise plan adds self-hosted deployment, multi-agent setup, SSO/SAML, custom integrations, volume discounts, enterprise SLA, and a dedicated customer success manager.
Referent is available in English and Spanish. You can ask questions and receive answers in either language, and your daily briefing is delivered in your preferred language. Additional language support is on the roadmap.