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The Knowledge Hub is your central repository for all customer-generated content in Deeto — testimonials, case studies, video testimonials, Q&As, transcripts, and imported materials. Here are answers to the most common questions.

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Content & Uploads

Yes. Use the Imported Contributions feature to upload existing content — PDFs and external links (including video links). Deeto automatically extracts metadata, summarizes the content, and applies tags. Imported content appears in the Raw tab and starts as Pending until your team approves it.See the Imported Contributions guide for step-by-step instructions.
The Knowledge Hub stores and organizes the following content types:
  • Quotes and testimonials
  • Video testimonials
  • Q&A responses
  • Links (external URLs)
  • Imported PDFs
  • AI Interview transcripts and summaries
  • Win/Loss reports
  • G2 reviews (via G2 Auto-Sync)
  • Gong call transcripts (via Gong integration)
The Voice of customer section organizes content across six filter tabs: All, Raw, Captured, Generated, Pending, and Rejected. Each asset also has a status (Approved, Internal only, Pending, or Rejected) that controls where it can be used.You can filter by content type, company, industry, tags, and other properties. You can also search across all content using the Personal AI Assistant with natural language queries.
Yes. Your team can review and edit any asset in the Knowledge Hub before approving it. For content submitted by references, edits should reflect the customer’s original intent.

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References & Invitations

You have four ways to invite references:1. From the People tab — Go to Knowledge Hub → People, click Invite, and send an invitation directly from the platform.2. Via campaign — Create a New Advocates campaign in the Campaigns Hub and send an automated invitation sequence to a list of customers. See the Campaigns Setup guide.3. From your CRM — If Salesforce or HubSpot is connected, invite references directly from a contact record. See the Salesforce Training Guide.4. Via public self-registration link — Share a public link that lets customers register themselves as references.
Yes. The fastest ways to invite in bulk are:
  • New Advocates campaign — upload a CSV or add contacts manually and send an automated email sequence
  • Public self-registration link — share a link in emails, events, or your product
  • Dynamic audience API — trigger invitations automatically from your CRM or product based on lifecycle events. See the Campaigns Setup guide.
Once a customer accepts, they become an active reference in your Knowledge Hub. They can submit content (quotes, videos, Q&As) through their reference experience, and their submissions land in your Knowledge Hub as Pending assets awaiting your team’s approval.
Yes. Open the reference’s profile in Knowledge Hub → People, and use the disable option from their profile or the three-dot menu. Disabling a reference removes them from active reference pools. Their historical data remains in the platform for your team’s internal use.
Start with your best customers — the ones you already reach out to for calls and references. Then expand to your broader customer base. You have full control over which content gets approved, displayed, and shared, so there’s no risk in inviting widely.A strong reference pool covers a range of industries, company sizes, use cases, and personas to match any prospect situation.
  • Make the incentive clear in your subject line and email body
  • Send invitations from a real person’s email address, not a noreply address
  • Keep the ask specific — tell references exactly what you’re asking them to do and why it matters
  • Use follow-up emails — a sequence of at least 3–4 touchpoints significantly improves response rates
  • Use campaigns with automated reminders rather than one-off sends

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Search & Discovery

You can search in two ways:Manual search and filters — Use the search bar and filter by content type, customer, industry, date, tag, or status from within the Knowledge Hub.Personal AI Assistant — Ask natural language questions like “Find customer quotes about onboarding from enterprise companies” or “Show me video testimonials from healthcare customers.” See the AI Assistant Best Practices guide.
Yes. Once connected, both Gong transcripts and G2 reviews are automatically imported into the Knowledge Hub and become fully searchable alongside your natively collected content. They appear in the Raw tab.See the Gong Integration and G2 Auto-Sync guides.
Saved Views (currently in Beta) let you store custom filtered views of your Knowledge Hub content for quick reuse. You can create views across Assets, People, or Companies, star your favorites, and share views with your team. Access them from the Saved Views tab in the Knowledge Hub navigation.

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Branding & Customization

Yes. Deeto’s Branding settings let you customize logos, colors, fonts, and layouts across microsites, widgets, and email templates — including the reference onboarding experience, self-registration pages, invite emails, and referral campaigns.See the Branding Customization Guide for details.

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Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.