Data Ingestion & Knowledge Sources
✅ Point-and-click RAG builder – Mix SharePoint, Confluence, databases via visual pipeline [MongoDB Reference]
✅ Fine-grained control – Configure chunk sizes, embedding strategies, multiple sources simultaneously
✅ Multi-source blending – Combine documents and live database queries in same pipeline
✅ PDF uploads & public website crawling – Zendesk help center content indexing supported
✅ Proprietary interactive guide format – Primary content model with visual editor
⚠️ No cloud storage integrations – Missing Google Drive, Dropbox, Notion, SharePoint, YouTube
Content limits: Basic (5 guides, 400 views/mo), Small Business (unlimited, 4K views/mo), Enterprise (custom)
1,400+ file formats – PDF, DOCX, Excel, PowerPoint, Markdown, HTML + auto-extraction from ZIP/RAR/7Z archives
Website crawling – Sitemap indexing with configurable depth for help docs, FAQs, and public content
Multimedia transcription – AI Vision, OCR, YouTube/Vimeo/podcast speech-to-text built-in
Cloud integrations – Google Drive, SharePoint, OneDrive, Dropbox, Notion with auto-sync
Knowledge platforms – Zendesk, Freshdesk, HubSpot, Confluence, Shopify connectors
Massive scale – 60M words (Standard) / 300M words (Premium) per bot with no performance degradation
✅ API-first architecture – Surface agents via REST or GraphQL endpoints [MongoDB: API Approach]
⚠️ No prefab UI – Bring or build your own front-end chat widget
✅ Universal integration – Drop into any environment that makes HTTP calls
✅ Deep help desk integrations – Zendesk, Salesforce Service Cloud, Freshdesk, ServiceNow
✅ Zapier integration – Webhook triggers for form submissions and completions
✅ Analytics integrations – Segment, Google Analytics
⚠️ No messaging integrations – Missing Slack, WhatsApp, Telegram, Microsoft Teams
Website embedding – Lightweight JS widget or iframe with customizable positioning
CMS plugins – WordPress, WIX, Webflow, Framer, SquareSpace native support
5,000+ app ecosystem – Zapier connects CRMs, marketing, e-commerce tools
MCP Server – Integrate with Claude Desktop, Cursor, ChatGPT, Windsurf
OpenAI SDK compatible – Drop-in replacement for OpenAI API endpoints
LiveChat + Slack – Native chat widgets with human handoff capabilities
✅ Agentic architecture – Multi-step reasoning, tool use, dynamic decision-making [Agentic RAG]
✅ Intelligent routing – Agents decide knowledge base vs live DB vs API
✅ Complex workflows – Fetch structured data, retrieve docs, blend answers automatically
✅ Interactive step-by-step guides – Visual flow builder with branching logic
✅ Decision trees and checklists – Task management with progress tracking
✅ Contact forms and lead capture – Integrated customer information collection
✅ Multi-language support – Auto-translation on Enterprise plan
✅ #1 accuracy – Median 5/5 in independent benchmarks, 10% lower hallucination than OpenAI
✅ Source citations – Every response includes clickable links to original documents
✅ 93% resolution rate – Handles queries autonomously, reducing human workload
✅ 92 languages – Native multilingual support without per-language config
✅ Lead capture – Built-in email collection, custom forms, real-time notifications
✅ Human handoff – Escalation with full conversation context preserved
✅ 100% front-end control – No built-in UI means complete look and feel ownership
✅ Deep behavior tweaks – Customize prompt templates and scenario configs extensively
✅ Multiple personas – Create unlimited agent personas with different rule sets
✅ Visual no-code editor – Intuitive interface for guides, decision trees, forms
✅ CSS customization on all paid plans – White-labeling Enterprise only
✅ Small learning curve – Users create guides in under 30 minutes
⚠️ Cannot edit on mobile devices – Desktop-only guide creation
Full white-labeling included – Colors, logos, CSS, custom domains at no extra cost
2-minute setup – No-code wizard with drag-and-drop interface
Persona customization – Control AI personality, tone, response style via pre-prompts
Visual theme editor – Real-time preview of branding changes
Domain allowlisting – Restrict embedding to approved sites only
✅ Model-agnostic – Plug in GPT-4, Claude, open-source models freely
✅ Full stack control – Choose embedding model, vector DB, orchestration logic
⚠️ More setup required – Power and flexibility trade-off vs turnkey solutions
⚠️ Undisclosed proprietary LLM – No model selection or transparency on provider
✅ AI Profiles (20) & Custom Instructions (100) – Define tone, boundaries, behavior
✅ Guided AI Answers – Predefined responses for sensitive scenarios bypass AI
✅ Knowledge-grounded approach – Anchored responses reduce hallucinations vs generic chatbots
GPT-5.1 models – Latest thinking models (Optimal & Smart variants)
GPT-4 series – GPT-4, GPT-4 Turbo, GPT-4o available
Claude 4.5 – Anthropic's Opus available for Enterprise
Auto model routing – Balances cost/performance automatically
Zero API key management – All models managed behind the scenes
Developer Experience ( A P I & S D Ks)
✅ No-code pipeline builder – Design pipelines visually, deploy to single API endpoint
✅ Sandbox testing – Rapid iteration and tweaking before production launch
⚠️ No official SDK – REST/GraphQL integration straightforward but no client libraries
✅ REST API – User provisioning, content management, widget control
✅ Mobile SDKs (Enterprise only) – iOS, Android, React Native, Flutter
⚠️ No Python/Node.js SDKs – No GraphQL, OpenAPI specs, or API sandbox
REST API – Full-featured for agents, projects, data ingestion, chat queries
Python SDK – Open-source customgpt-client with full API coverage
Postman collections – Pre-built requests for rapid prototyping
Webhooks – Real-time event notifications for conversations and leads
OpenAI compatible – Use existing OpenAI SDK code with minimal changes
✅ Hybrid retrieval – Mix semantic, lexical, or graph search for sharper context
✅ Threshold tuning – Balance precision vs recall for your domain requirements
✅ Enterprise scaling – Vector DBs and stores handle high-volume workloads efficiently
✅ 71% self-serve success rate – Company data with AI Answers feature
✅ 70-76% ticket reduction – Documented in case studies
✅ 99.9% uptime claimed – No published SLA or response time details
⚠️ Flow reports update every 15 min – Not real-time analytics
Sub-second responses – Optimized RAG with vector search and multi-layer caching
Benchmark-proven – 13% higher accuracy, 34% faster than OpenAI Assistants API
Anti-hallucination tech – Responses grounded only in your provided content
OpenGraph citations – Rich visual cards with titles, descriptions, images
99.9% uptime – Auto-scaling infrastructure handles traffic spikes
Customization & Flexibility ( Behavior & Knowledge)
✅ Multi-step reasoning – Scenario logic, tool calls, unified agent workflows
✅ Data blending – Combine structured APIs/DBs with unstructured docs seamlessly
✅ Full retrieval control – Customize chunking, metadata, and retrieval algorithms completely
✅ CSS and HTML customization – Change layout and look with custom code
✅ Intuitive no-code tools – Easy customization without coding for basics
✅ Personalized content – Use customer data for targeted experiences
✅ Rich media support – Images, GIFs, videos, annotations
Live content updates – Add/remove content with automatic re-indexing
System prompts – Shape agent behavior and voice through instructions
Multi-agent support – Different bots for different teams
Smart defaults – No ML expertise required for custom behavior
⚠️ Custom contracts only – No public tiers, typically usage-based enterprise pricing
✅ Massive scalability – Leverage your own infrastructure for huge data and concurrency
✅ Best for large orgs – Ideal for flexible architecture and pricing at scale
Basic (Free): 5 guides, 400 views/mo, 1 seat, single language
Small Business ($249/mo, $199/mo annual): Unlimited guides, 4K views/mo, 5 seats, CSS customization
Enterprise (~$39K/year avg): Custom views, unlimited seats, AI Answers add-on, Mobile SDKs, SAML SSO
⚠️ Overage pricing escalates – +15K views = $200/mo, auto-upgrade after 2 months
Standard: $99/mo – 60M words, 10 bots
Premium: $449/mo – 300M words, 100 bots
Auto-scaling – Managed cloud scales with demand
Flat rates – No per-query charges
✅ Enterprise-grade security – Encryption, compliance, access controls included [MongoDB: Enterprise Security]
✅ Data sovereignty – Keep data in your environment with bring-your-own infrastructure
✅ Single-tenant VPC – Supports strict isolation for regulatory compliance requirements
✅ SOC 2 Type 2, GDPR, HIPAA, ISO 27001 – PCI, CSA Star Level 1 compliant
✅ Trust Center – trust.stonly.com with security documentation, subprocessor lists
✅ SAML 2.0 SSO (Enterprise) – IP allowlisting, advanced RBAC, 2FA
SOC 2 Type II + GDPR – Third-party audited compliance
Encryption – 256-bit AES at rest, SSL/TLS in transit
Access controls – RBAC, 2FA, SSO, domain allowlisting
Data isolation – Never trains on your data
Observability & Monitoring
✅ Pipeline-stage monitoring – Track chunking, embeddings, queries with detailed visibility [MongoDB: Lifecycle Tools]
✅ Step-by-step debugging – See which tools agent used and why decisions made
✅ External logging integration – Hooks for logging systems and A/B testing capabilities
✅ Insights Dashboard – Views, visitors, bounce rates, drop-off analysis
✅ NPS surveys (all plans) – CSAT and CES Enterprise only
✅ Data export – Segment, Zapier, Google Analytics integration
Real-time dashboard – Query volumes, token usage, response times
Customer Intelligence – User behavior patterns, popular queries, knowledge gaps
Conversation analytics – Full transcripts, resolution rates, common questions
Export capabilities – API export to BI tools and data warehouses
✅ Tailored onboarding – Enterprise-focused with solution engineering for large customers
✅ MongoDB partnership – Tight integrations with Atlas Vector Search and enterprise support [Case Study]
⚠️ Limited public forums – Direct engineer-to-engineer support vs broad community resources
✅ 4.8/5 G2 rating (132 reviews) – Ease of use praised in 32 reviews
✅ Email and chat support – Dedicated support on Enterprise plan
✅ Pre-built templates – Quick onboarding, guides created in under 30 minutes
Comprehensive docs – Tutorials, cookbooks, API references
Email + in-app support – Under 24hr response time
Premium support – Dedicated account managers for Premium/Enterprise
Open-source SDK – Python SDK, Postman, GitHub examples
5,000+ Zapier apps – CRMs, e-commerce, marketing integrations
Additional Considerations
✅ Graph-optimized retrieval – Specialized for interlinked docs with relationships [MongoDB Reference]
✅ AI orchestration layer – Call APIs or trigger actions as part of answers
⚠️ Requires LLMOps expertise – Best for teams wanting deep customization, not prefab chatbots
✅ Tailor-made agents – Focuses on custom AI agents vs out-of-box chat tool
⚠️ Limited UI customization – Cannot fully match specific brand requirements
⚠️ No offline access – Requires internet connectivity for guide availability
⚠️ Performance degradation with large guides – Scalability concerns with complexity
⚠️ View-based pricing – Additional fees for exceeding 4K views/mo
Time-to-value – 2-minute deployment vs weeks with DIY
Always current – Auto-updates to latest GPT models
Proven scale – 6,000+ organizations, millions of queries
Multi-LLM – OpenAI + Claude reduces vendor lock-in
No- Code Interface & Usability
✅ Low-code builder – Set up pipelines, chunking, data sources without heavy coding
⚠️ Technical knowledge needed – Understanding embeddings and prompts helps significantly
⚠️ No end-user UI – You build front-end while Dataworkz handles back-end logic
✅ 4.8/5 ease of use rating – Visual drag-and-drop editor, no coding required
✅ Small learning curve – Non-technical teams productive quickly
✅ Pre-built templates – Common scenarios covered for faster creation
2-minute deployment – Fastest time-to-value in the industry
Wizard interface – Step-by-step with visual previews
Drag-and-drop – Upload files, paste URLs, connect cloud storage
In-browser testing – Test before deploying to production
Zero learning curve – Productive on day one
Market position – Enterprise agentic RAG platform with point-and-click pipeline builder
Target customers – Large enterprises with LLMOps expertise building complex AI agents
Key competitors – Deepset Cloud, LangChain/LangSmith, Haystack, Vectara.ai, custom RAG solutions
Core advantages – Model-agnostic, agentic architecture, graph retrieval, no-code builder, MongoDB partnership
Best for – High-volume complex use cases with existing infrastructure and orchestration needs
✅ Unique interactive guide format – Structured support content vs free-form chat
✅ 70-76% ticket reduction – 71% self-serve success rate documented
vs CustomGPT: Different categories (knowledge base vs RAG-as-a-Service)
Target: Support teams using Zendesk/Salesforce, not RAG developers
Market position – Leading RAG platform balancing enterprise accuracy with no-code usability. Trusted by 6,000+ orgs including Adobe, MIT, Dropbox.
Key differentiators – #1 benchmarked accuracy • 1,400+ formats • Full white-labeling included • Flat-rate pricing
vs OpenAI – 10% lower hallucination, 13% higher accuracy, 34% faster
vs Botsonic/Chatbase – More file formats, source citations, no hidden costs
vs LangChain – Production-ready in 2 min vs weeks of development
✅ Model-agnostic – GPT-4, Claude, Llama, open-source models fully supported
✅ Public APIs – AWS Bedrock and OpenAI API integration for managed access
✅ Private hosting – Host open-source models in your VPC for sovereignty
✅ Composable stack – Choose embedding, vector DB, chunking, LLM independently
✅ No lock-in – Switch models without platform migration for cost or compliance
⚠️ Undisclosed Proprietary LLM – No model selection or transparency
✅ AI Profiles (20) & Custom Instructions (100) – Define tone and boundaries
✅ Guided AI Answers – Predefined responses for sensitive scenarios
✅ Knowledge-grounded approach – Anchored responses reduce hallucinations
OpenAI – GPT-5.1 (Optimal/Smart), GPT-4 series
Anthropic – Claude 4.5 Opus/Sonnet (Enterprise)
Auto-routing – Intelligent model selection for cost/performance
Managed – No API keys or fine-tuning required
✅ Advanced pipeline builder – Point-and-click RAG configuration with fine-grained control RAG-as-a-Service
✅ Agentic architecture – Multi-step tasks, external tool calls, adaptive reasoning [Agentic RAG]
✅ Hybrid retrieval – Semantic, lexical, graph search for accuracy and context
✅ Graph-optimized – Relationship-aware context for interlinked documents [Graph Capabilities]
✅ Dynamic tool selection – Agents choose knowledge base, DB, or API automatically
✅ AI Answers (Enterprise add-on) – Grounded in guides, websites, PDFs
✅ 71% self-serve success rate – Confidence-based fallback to ML search
⚠️ Limited data sources – No Google Drive, Dropbox, Notion, SharePoint, YouTube
⚠️ Manual content updates – No automatic syncing from external sources
GPT-4 + RAG – Outperforms OpenAI in independent benchmarks
Anti-hallucination – Responses grounded in your content only
Automatic citations – Clickable source links in every response
Sub-second latency – Optimized vector search and caching
Scale to 300M words – No performance degradation at scale
Retail – Product recommendations, inventory queries with structured/unstructured data blending [Retail Case Study]
Banking – Regulatory compliance, risk assessment with enterprise security and auditability
Healthcare – Clinical decision support, medical knowledge bases with HIPAA compliance
Enterprise knowledge – Documentation, policy queries with multi-source integration (SharePoint, Confluence, databases)
Customer support – Multi-step troubleshooting, automated responses with tool calling and APIs
Legal – Contract analysis, regulatory research with audit trails and traceability
✅ Customer support ticket deflection – 70-76% reduction through interactive guides
✅ Deep help desk integration – Zendesk, Salesforce, Freshdesk, ServiceNow workflows
✅ Interactive onboarding – Step-by-step guides, decision trees, checklists
✅ Multi-language support – Auto-translation for global teams (Enterprise)
Customer support – 24/7 AI handling common queries with citations
Internal knowledge – HR policies, onboarding, technical docs
Sales enablement – Product info, lead qualification, education
Documentation – Help centers, FAQs with auto-crawling
E-commerce – Product recommendations, order assistance
✅ Enterprise-grade – Encryption, compliance, access controls for large organizations [Security Features]
✅ Audit trails – Every interaction, tool call, data access audited for transparency
✅ Data sovereignty – Bring-your-own-infrastructure keeps data in your environment completely
✅ Compliance ready – Architecture supports GDPR, HIPAA, SOC 2 through flexible deployment
✅ SOC 2 Type 2, GDPR, HIPAA, ISO 27001 – PCI, CSA Star Level 1
✅ Trust Center – trust.stonly.com with documentation, subprocessor lists
✅ SAML 2.0 SSO (Enterprise) – IP allowlisting, advanced RBAC, 2FA
⚠️ Data residency not documented – May limit certain jurisdiction deployments
SOC 2 Type II + GDPR – Regular third-party audits, full EU compliance
256-bit AES encryption – Data at rest; SSL/TLS in transit
SSO + 2FA + RBAC – Enterprise access controls with role-based permissions
Data isolation – Never trains on customer data
Domain allowlisting – Restrict chatbot to approved domains
⚠️ Custom contracts – Tailored pricing, no public tiers, requires sales engagement
✅ Credit-based usage – 2M rows per credit for data movement, usage-based model
✅ AWS Marketplace – Available for streamlined enterprise procurement [AWS Marketplace]
✅ BYOI savings – Use existing infrastructure (databases, vector stores) to reduce costs
Basic (Free): 5 guides, 400 views/mo, 1 seat, single language
Small Business ($249/mo, $199/mo annual): Unlimited guides, 4K views/mo, 5 seats, CSS customization
Enterprise (~$39K/year avg): Custom views, unlimited seats, white-label, SAML SSO, Mobile SDKs
⚠️ Overage pricing: +15K views = $200/mo, auto-upgrade after 2 consecutive months
Standard: $99/mo – 10 chatbots, 60M words, 5K items/bot
Premium: $449/mo – 100 chatbots, 300M words, 20K items/bot
Enterprise: Custom – SSO, dedicated support, custom SLAs
7-day free trial – Full Standard access, no charges
Flat-rate pricing – No per-query charges, no hidden costs
✅ Enterprise onboarding – Tailored solution engineering for large organizations with complex needs
✅ Direct engineering support – Engineer-to-engineer technical implementation and optimization assistance
✅ Product documentation – Platform setup, pipeline config, agentic workflows covered [Product Docs]
✅ MongoDB partnership – Joint support for Atlas Vector Search and enterprise deployments
✅ 4.8/5 G2 rating (132 reviews) – Ease of use praised consistently
✅ Email and chat support – Dedicated support on Enterprise plan
✅ Pre-built templates & tutorials – Guides created in under 30 minutes
Documentation hub – Docs, tutorials, API references
Support channels – Email, in-app chat, dedicated managers (Premium+)
Open-source – Python SDK, Postman, GitHub examples
Community – User community + 5,000 Zapier integrations
Limitations & Considerations
⚠️ No built-in UI – API-first platform requires you to build front-end interface
⚠️ Technical expertise required – Best for LLMOps teams understanding embeddings, prompts, RAG architecture
⚠️ Custom pricing only – No transparent public tiers, requires sales engagement for quotes
⚠️ Enterprise focus – May be overkill for small teams or simple chatbot cases
⚠️ Infrastructure requirements – BYOI model needs existing cloud infrastructure and data engineering capabilities
⚠️ NOT a RAG-as-a-Service platform – Knowledge base tool with embedded AI
⚠️ AI Answers Enterprise-gated – ~$39K/year, not available on $249/mo tier
⚠️ Limited data sources – PDF, web, Zendesk only; no cloud storage
⚠️ No messaging integrations – Missing Slack, WhatsApp, Telegram, Microsoft Teams
Not ideal for: Pure RAG API, multi-tenant SaaS backends, model customization needs
Managed service – Less control over RAG pipeline vs build-your-own
Model selection – OpenAI + Anthropic only; no Cohere, AI21, open-source
Real-time data – Requires re-indexing; not ideal for live inventory/prices
Enterprise features – Custom SSO only on Enterprise plan
✅ Agentic RAG – Multi-step reasoning, external tools, adaptive context-based operation [Agentic Capabilities]
✅ Agent memory – Conversational history, user preferences, business context via RAG pipelines
✅ DAG task execution – Complex tasks decomposed into interdependent sub-tasks with parallelization [Multi-Step Reasoning]
✅ LLM Compiler – Identifies optimal sub-task sequence with parallel execution when possible
✅ External API integration – Create CRM leads, support tickets, trigger actions dynamically [Agent Builder]
✅ Continuous learning – Agent frameworks support context switching and adaptation over time
✅ Knowledge-grounded responses – Verified structured knowledge prevents hallucinations
✅ AI Agent Assist – Summarizes tickets, suggests paths, drafts responses
✅ Process automation – Define workflows linked to back-office tools
✅ 71% self-serve success rate – Personalized knowledge adapts to needs
Custom AI Agents – Autonomous GPT-4/Claude agents for business tasks
Multi-Agent Systems – Specialized agents for support, sales, knowledge
Memory & Context – Persistent conversation history across sessions
Tool Integration – Webhooks + 5,000 Zapier apps for automation
Continuous Learning – Auto re-indexing without manual retraining
R A G-as-a- Service Assessment
Platform type – TRUE RAG-AS-A-SERVICE: Enterprise agentic orchestration layer for custom agents
Core architecture – Model-agnostic with full control over LLM, embeddings, vector DB, chunking
Agentic focus – Autonomous agents with multi-step reasoning, not simple Q&A chatbots [Agentic RAG]
Developer experience – Point-and-click builder, sandbox testing, REST/GraphQL API, agent builder UI
Target market – Large enterprises with data teams building sophisticated agents requiring deep customization
RAG differentiation – Graph retrieval, hybrid search, threshold tuning, agentic DAG execution
⚠️ NOT a RAG-as-a-Service platform – Knowledge base tool with embedded AI
⚠️ Limited data sources – PDF, public web, Zendesk only
✅ Strong hallucination controls – Grounded in structured content
Best for: Customer support ticket deflection, not flexible RAG backends
Platform type – TRUE RAG-AS-A-SERVICE with managed infrastructure
API-first – REST API, Python SDK, OpenAI compatibility, MCP Server
No-code option – 2-minute wizard deployment for non-developers
Hybrid positioning – Serves both dev teams (APIs) and business users (no-code)
Enterprise ready – SOC 2 Type II, GDPR, WCAG 2.0, flat-rate pricing
Core Knowledge Base Features N/A
✅ Interactive step-by-step guides – Visual flow builder with branching logic
✅ Decision trees, checklists, forms – Contact forms and lead capture
✅ Content versioning – Side-by-side comparison, instant restore (Business+)
✅ Multi-language support – Auto-translation on Enterprise plan
N/A
A I Answers Feature ( Enterprise Only) N/A
⚠️ Enterprise add-on only – Not included in Small Business plan
✅ Generative AI grounded – Anchored in Stonly guides, websites, PDFs
✅ Confidence-based fallback – Switches to ML-powered search when confidence low
✅ 71% self-serve success rate – Hallucination reduction through knowledge-grounding
N/A
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