Curltale AI

For decision makers

Curltale AI, in plain words

What it is, how it works, what teams use it for, how knowledge earns trust, and how to adopt it. The technical details are in the technical guide.

Overview

Two halves, one bridge

Most AI projects stall on the same thing: the assistant does not know how your organisation really works. Curltale AI gives it that knowledge, in two parts that are managed differently and connected on purpose.

Owned by the data team

The meaning of your data

What "active customer" or "open order" really means, how your systems connect, and what is sensitive. Agreed once, reviewed, versioned and published, then used for every answer.

Owned by everyone who knows something

The knowledge of your people

Policies, procedures, product facts and the things experts carry in their heads. Captured from documents, web pages and interviews, checked against the source, and reviewed by people.

A policy can point at the business objects it governs. That link stays with the collection that holds the document, so the data model stays clean, and people who cannot read a collection never see the link.

Overview

How it fits

Curltale AI sits between your systems and your AI. It does not replace your databases or your document stores. It gives them context.

Where Curltale AI fitsApplications and agents ask; Curltale AI is the context layer with business semantics, verified knowledge and governed access; it draws on databases, documents, web pages and interviews; it runs on your infrastructure.WHO ASKSapps and agentsAI agentsvia MCPAlfredbuilt-in assistantSearchacross everythingYour appsthrough the APICONTEXT LAYERone place, governedCurltale AIthe context layer between your data and your AIBusiness semanticsVerified knowledgeGoverned accessYOUR SOURCESnothing is copied outDatabasesread-onlyDocumentsPDF, Word, Excel…Web pagescaptured safelyInterviewswhat experts knowRuns on your infrastructure, with the AI models you choose.

Your data stays where it is

Databases are read on request, read-only, and never copied into the platform.

Your choice of AI

Use the model provider you prefer, including models you host yourself, and a different one for different jobs if you like.

Your infrastructure

It runs in your environment. You decide where it lives and where documents are stored.

How it works

What it holds on to

Two kinds of knowledge, built differently on purpose. One holds exactly what your data means. The other holds what your people know, and can prove it.

What Curltale AI holds on toLeft, the ontology: entities and fields, definitions and filters, relationships and sensitivity, used by the query tools to run one checked, read-only statement on your data. Right, the knowledge base: documents become verified source wikis, source wikis become topics by subject, claims keep the exact quote, and typed relationships connect topics. A bridge links topics to the entities they are about. Every layer is chunked, embedded and searchable.THE ONTOLOGY · WHAT YOUR DATA MEANSTHE KNOWLEDGE BASE · WHAT YOUR PEOPLE KNOWEntities and fieldscustomer, order, contract, their columnsDefinitions and filterswhat “active” or “unpaid” meansRelationshipshow things join, and how far to trust a linkSensitivityrestricted, personal, masked: enforcedQuery toolsone planned statement, checked, run read-onlyDocumentsfiles, web pages, interviewsSource wikia verified pageper documentTopicspages by subject,from full wikisClaimseach fact withits exact quoteLinksgoverns, part of,replaces…Agent retrievalfind chunks, read pages, prove with quotesThe bridge: a topic points at the entities it is about (governs, about, instance of)Every layer is chunked and embedded, found by meaning and words, inside the collections you may read
The ontology

Meaning you can query

Your business objects, the exact definition of every word people use about them, how they join and what is sensitive. Agents do not write SQL from guesses: they ask for a plan, and the platform checks and rebuilds every statement under the caller's access before it runs, read-only.

The knowledge base

Knowledge you can verify

Every document first becomes a source wiki: a clean page written from it and checked against it, line by line. Verified wikis are compiled into topics, one page per subject however many documents mention it. Claims keep the exact quote behind each fact, and relationships connect topics into a graph.

Pages, not fragments

A topic is a complete article, so an assistant reads the whole argument: the price and its conditions, the rule and its exceptions.

Proof built in

Each claim records the passage of the verified page it came from and which version of that page. Anyone can click through to it.

Linked to your data

A topic points at the business objects it is about, so the assistant knows which policy governs which part of your data.

How it works

How a question is answered

The assistant takes the path the question needs. A number comes from your data with its definition attached. A rule comes from your documents with its source attached.

How a question is answeredA question from a person or an agent takes the data path, the knowledge path, or both. Data: understand the definitions from the ontology, plan one statement, check it and run it read-only under your access. Knowledge: find matching chunks of topic pages, read the whole pages and linked topics, prove the facts with claims and quotes. The answer carries its definitions and its sources.A questionfrom a person oran AI agentTHE DATA PATHUnderstandmeaning from theontologyPlanone statement withthe right filtersCheck, runrebuilt under youraccess, read-onlyTHE KNOWLEDGE PATHFindmatching chunks oftopic pagesReadwhole pages andtheir linked topicsProveclaims with quotes,the wiki if neededThe answernumbers with theirmeaning, facts withtheir sourcesBoth paths run under the same access rules. Most questions need one; the assistant uses both when a question needs both.
Understand

Your words first

Before answering, the assistant checks what your words mean here: "active", a plan name or an abbreviation is looked up in the ontology, never assumed.

Find

Small pieces to search

Every page is cut into chunks and indexed by meaning and by words, so an exact plan name or a paraphrase both find their way.

Read

Whole pages to answer from

What comes back is the full topic page with the passage that matched and the topics linked to it: one call, the complete picture.

Admit

Honest about gaps

When nothing in the knowledge base covers a question, the assistant is told so and says so, instead of filling the gap from general knowledge.

How it works

What we do differently

Most AI knowledge tools index documents as they are and let a model sort it out at question time. Curltale AI does the careful work first, once, with people in the loop.

Beyond traditional RAGTraditional RAG returns raw document fragments with little business context; Curltale AI returns whole verified topic pages, understands business words through the ontology, and every fact is traceable.Traditional RAGReturns raw document fragmentsLittle business contextAnswers drift between askersHard to trace and governVSCurltale AIReturns whole, verified topic pagesKnows what your words meanGrounded, consistent answersEvery fact traceable to its source
The usual approachCurltale AI
Documents are chopped into passages and searched as they are.Each document is first rewritten as a verified page, checked claim by claim against the original, and anything doubtful waits for a person.
The assistant gets a handful of fragments and stitches an answer together.The assistant gets whole topic pages by subject, plus the topics linked to them, already merged across every document that mentions the subject.
Sources are a list of file names at the end.Every fact has a claim with its exact quote, the page version it came from and the passage it sits in.
When a document changes, old answers linger.What a removed source supported is withdrawn, and the affected pages are revised surgically: only what nothing else supports is removed.
Contradictions are averaged away.A change that contradicts a published fact is held, with both versions side by side, until someone decides.
Text-to-SQL guesses what "active" means.The ontology says what it means, and every statement is checked against your access rules and rebuilt before it runs.
One big index for everyone.Isolated collections with their own access and a public or internal tag that travels with every result.

In practice

What teams use it for

Customers

Assistants that stay on message

A customer-facing assistant answers from collections you mark public. Internal playbooks guide how it behaves without ever being quoted.

Analytics

Self-service answers from real data

People ask in plain language. The agent uses your agreed definitions, so "active" means what the business means, and sensitive columns never leave.

Compliance

Policy answers with evidence

Every claim carries its quote, its source and the page it came from. Contradictions between sources are held for a person to resolve.

Experts

Knowledge that outlasts the person

An interviewer asks the questions a curious colleague would and turns the answers into reviewed pages, before the knowledge walks out the door.

Onboarding

Ask instead of hunting

New joiners and new AI tools get the same governed answers, and the same citations, from one place.

Separation

Departments kept apart

HR, finance and support each get their own collection with their own access. What one team adds never reaches another.

A question that needs both the data and the documents
A question that needs both the data and the documents. The count comes from the data with its definition; the refund rule comes from the documents, and where two sources disagree the assistant says so instead of picking one.

In practice

Who does what

Responsibility sits with the people closest to the knowledge, and every change leaves a record.

WhoTheir part
The data teamOwns the meaning of the data. Drafts changes, reviews them and publishes, optionally with a second person's approval.
Knowledge editorsAdd documents and interviews, and decide what the checker doubted.
Collection managersDecide who can read or write a collection and whether its content may be shared with customers.
AdministratorsConnect systems, choose AI models, manage people and access keys.
Everyone elseAsk, through the built-in assistant or their own AI tools, with exactly the access they have.

In practice

How knowledge earns trust

Nothing reaches an assistant just because it was uploaded. Each document goes through five steps.

From documents to verified knowledgeFive steps: capture files, web pages and interviews; write a clean page per document; verify it claim by claim against the original; a person reviews what was doubted; publish topics, claims and links for agents.01CaptureFiles, web pagesand interviews02WriteA clean page perdocument03VerifyChecked claim by claimagainst the original04ReviewA person decideswhat was doubted05PublishTopics, claims andlinks, for agentsTraceable to the sourceEvery version keptGovernedReady for AI
Evidence

Every claim carries its proof

A claim is kept only if its quote appears word for word in the verified page. Anyone can click through from an answer to the exact passage.

Change

Knowledge stays current

When a source is updated or removed, what only it supported is withdrawn and the affected pages are revised surgically, checked against the sources that remain. Nothing quietly goes stale.

A topic page: the article with its citations, and beside it the claims with their quotes and sources
A topic page: the article with its citations, and beside it the claims with their quotes and sources. Below, the data-model entities it is about.
When new evidence contradicts a published fact, the change is held
When new evidence contradicts a published fact, the change is held. The reviewer sees the page as published, the page as it would become, and the quotes.

Control

Control and compliance

The same rules apply whether a person or an AI agent is asking.

Enterprise trust and controlSelf-hosted and open source; access and governance with roles, grants and review; data protection with read-only connections, column sensitivity and an audit log; built on Docker, PostgreSQL with pgvector, six database connectors, any OpenAI-compatible model and MCP.Self-hosted, open source (MIT)runs in your environment, under your controlAccess and governanceroles, collection grants, review firstData protectionread-only, column sensitivity, audit logON YOUR TERMSDocker deploymentPostgreSQL with pgvectorSix database connectorsAny OpenAI-compatible modelMCP for any agentEvery call in the activity logone image, optional worker and storagevectors live beside your dataPostgreSQL, MySQL, MariaDB, ClickHouse…hosted or self-hosted, one per jobone endpoint, read-only toolswho asked, what it cost
Access

Collection by collection

Each collection has its own list of who can read, write or manage it. Without access, a collection does not even appear to exist.

Usage

Public or internal

Every answer says whether it may be shared with customers. Assistants are told with each result, so they do not depend on someone remembering the rule.

Sensitive data

Protected by design

Restricted values never leave your database. Personal ones can be masked. Every grant of access to sensitive data is logged.

People in the loop

Review before publication

Changes to the data model and to knowledge are reviewed by people before agents see them.

Record

Everything is logged

Every conversation, every lookup and every approval is recorded with who, when and what it cost.

AI use

You set the boundary

A collection can be kept away from any AI model, or from all agents, whatever else is configured.

Collections with their usage tag and their own access list
Collections with their usage tag and their own access list.

Getting started

Adopting it

Start with one domain and one assistant. The review queue and the audit trail grow with you.

  1. Pick one domain. Describe it with your data team, from a spreadsheet or by reading your database. Review it and publish.
  2. Connect one assistant. Give it an access key and compare its answers with what it said before.
  3. Add a collection of knowledge. Start with the documents people ask about most, and let the review queue show you where sources disagree.
  4. Grow. Add domains, collections and teams. Each new collection brings its own access rules and its own reviewers.

Curltale AI starts small, as two services on your own server, and adds optional parts when volume grows. It is open source (MIT) and currently an open beta. Setup, the API and operations are in the technical guide, and the code and releases are on GitHub.

Getting started

Questions

Does my data leave my infrastructure?

The platform runs where you put it, and your databases are read, never copied. What reaches an AI model depends on what you switch on. You can keep any collection away from AI models, and you can use a model you host yourself.

Which AI models can I use?

Any provider that speaks the common OpenAI-style interface, hosted or self-hosted. Different jobs, such as writing, checking and interviewing, can use different models.

Can an agent go back to the original document?

Yes. Agents start from the reviewed topic pages, which are complete, cited and linked to each other. For provenance they can see every claim with its exact quote, and for a detail a page does not carry they can search and read the verified page written from each document, or the original text. The same access rules apply at every step.

Who can see what?

Access is per person and per agent, collection by collection, and for sensitive data, column by column. Administrators can see that a collection exists but must grant themselves access, which is logged, to read it.

How does it stay current?

Sources can be refreshed or replaced. Statements that lose their source are withdrawn, pages are revised, and changes that contradict what is already known wait for review.

Do we need a data team?

A small team that owns the meaning of the data helps a lot. The knowledge side can start with just the people who own the documents.

What does it replace?

Neither your databases nor your document stores. It sits between them and your AI, as the layer that gives them context and keeps the answers accountable.

When can I try it?

Now, as an open beta. It is open source (MIT) and runs with Docker on your own server. The technical guide walks through setup, and releases are on GitHub.