Strategy Sidebar | Strategy AI

Employee & Customer Insights — Captured in the Moment

In growing organizations, every question is a signal—but most go unheard. Strategy Sidebar transforms presentations into real-time insight loops. When someone asks, “How do I request a transfer?” or “Will this integrate with our HR system?”—Sidebar answers instantly and logs the interaction.

Each question becomes data: revealing what employees don’t understand, what customers care about, and where processes or messaging fall short.

Across teams, those insights turn into action:

HR & L&D: Detect onboarding and training gaps early.
Ops: See where procedures need clarity or reinforcement.
Comms & Leadership: Understand which messages land—and which miss.
Sales & Product: Spot customer concerns and adoption barriers in real time.

All of it flows into your strategic mentor, helping you:

Bridge knowledge gaps with precision.
Tailor support to roles, teams, or accounts.
Drive performance with context-aware coaching.

The result: faster onboarding, smarter training, safer operations, stronger customer relationships—and data-driven confidence in every decision.

HR: Understanding Benefits Example

EHS: Forklift Training Example

EHS Onboarding Example

Corporate Communications Example

Introducing Strategy Sidebar:
For Group or Self-Paced Experiences

At Strategy AI, we understand the challenges leaders face during presentations — the need for clarity, relevance, and engagement. That's where Strategy Sidebar steps in, revolutionizing the way your team interacts with and absorbs presentation content.

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How Does Strategy Chat Work?

Strategy Chat functions through the power of artificial intelligence, specifically a branch called natural language processing (NLP). Here’s a simple breakdown:

Upload and Process: You start by uploading documents to Strategy Chat. These can be reports, manuals, strategic plans, or any text-based file relevant to your query.
AI Understanding: Once uploaded, the AI analyzes and "understands" the content, structuring the unstructured data in a way that it can reference later.
Ask Away: You interact with Strategy Chat by typing questions. The AI then scans the processed documents to find and piece together the most relevant information to answer your query.
Receive Tailored Responses: Strategy Chat takes your job and point of view into account, then presents answers in a conversational manner, pulling directly from the knowledge embedded in your documents.

The Benefits of Using Strategy Chat

Tailored Knowledge: Since answers are based on your documents and your role in the organization, they're highly relevant and specific to you.
Time-Saving: Strategy Chat can analyze vast amounts of text swiftly, something that would take humans days or weeks.
Easy to Use: Designed with user-friendliness in mind, interacting with Strategy Chat is as simple as having a text conversation.
Data Security: You own and control your business data. Data and conversations are not shared outside your organization. And data is encrypted at rest and in-transit.

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Answers Tailored to Your Role and Purpose

Strategy Chat goes beyond generic responses. Our innovative system allows users to define a role-based perspective, ensuring that AI generated responses are aligned with their specific position or department within the company. Whether you seek the insight of a VP of Sales or a Supply Chain Expert, Strategy Chat adjusts the AI's point of view to fit the context you require.

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Access to Original Source Material Increases Trust

Transparency is key in enterprise decision-making. When our AI generates a response, it doesn't just stop there — it shows you the sources. Our side-by-side source display ranks documents by relevance, allowing you to review the excerpts that informed the response. Dive deeper with the option to download the original documents for comprehensive validation.

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A Feedback Loop for Continuous Improvement

Feedback ensures data integrity and quality. With Strategy Chat, users can comment directly on source documents. These comments notify the document owners, creating a dynamic loop of feedback and improvement. This feature ensures that the data informing the AI's responses is not only high quality but also up-to-date and reliable.

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Answers in Your Preferred Language

Embrace diversity with Strategy Chat's simple language-switching feature. Cater to your international workforce by enabling responses in the language they're most comfortable with, facilitating a truly global and inclusive workplace.

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Secure, Private, and Proprietary

At Strategy AI, we understand the importance of data confidentiality. That's why Strategy Chat is designed to give your team the power to interact with your internal documents in a protected environment. Rest assured, your uploaded information is private, secure, and only accessible by permission individuals within your organization. We prioritize your data's exclusivity — no external machine learning models are trained on your sensitive information.

Deploy Strategy Chat Where Work Happens

In the dynamic world of enterprise, agility is paramount. Strategy Chat is not just a platform; it's a versatile companion designed to integrate where your employees are already engaged. Whether they're navigating SharePoint sites, managing customer relationships in Salesforce, or aligning tasks in Workday, Strategy Chat is there — a reliable widget that brings AI-powered insights into the applications they use daily.

2. Chatbot Integration: Always Available

Strategy Chat can also be experienced as an intuitive chatbot, accessible with a single click across any web application in your digital ecosystem. It’s always on hand to guide your team to the right information, fostering a more productive and informed workspace.

Easy as 1-2-3

Easy as 1-2-3
With Sidebar, enhancing a presentation takes just three simple steps:

Upload – Upload your deck in seconds—no IT setup required.
Share the Link– Your team can try Sidebar the same day.
Engage – Viewers ask questions and get role-specific answers instantly.

Whether used live or after the meeting, Sidebar makes presentations interactive and effortless.

Personalized Understanding for Every Employee

Strategy Sidebar makes complex information simple. Whether it’s a new hire navigating benefits, a manager applying leadership training, or employees digesting a strategy update, Sidebar turns dense presentations into role-specific answers. Teams get clarity in the moment, and leaders gain insight into what employees truly need—so onboarding, learning, and communication all land with greater impact.

Secure Access to the Right Knowledge

Strategy Sidebar breaks down silos by giving employees quick access to the information they need—without exposing what they shouldn’t see. Built-in guardrails and role-based permissions keep answers both relevant and secure.

AI Insights That Presenters Love

Strategy Sidebar doesn’t just answer questions—it shows presenters what really landed and what didn’t. You’ll see where the audience was confused, which topics sparked the most interest, and how to fine-tune your message.

The result: clearer communication, stronger engagement, and presentations that get better every time.

See what questions your employees or customers ask most, so you know exactly where to focus training or communication.

Sales Presentations
Strategy Deployment
Training & Development
Team Meetings

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Your slides don’t end at the meeting. They start answering questions.

Most tools stop when the presentation ends. Sidebar keeps working. Every slide deck becomes a living, searchable knowledge source—ready to answer questions on-demand, long after the meeting is over.

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