FAQ
Quick answers about Iris.
Implementation, content migration, security and compliance,
Salesforce/HubSpot integration, pricing, support, and knowledge
base setup — answered.
01 · Getting started
Up and
running
fast.
How long does it take to implement Iris?
Teams go from their very first login to producing their first RFP draft in a single onboarding session. Iris is designed to get you up and running quickly so you see value right away.
How much content is needed to get started?
Iris starts working from the first uploaded document. As a rule of thumb, the more depth to your documentation the more accurate and detailed the responses will be.
Does Iris integrate with tools like our CRM, Slack, or internal knowledge base?
Yes. Iris integrates seamlessly with the systems your team already relies on. Connect Iris to your CRM (like Salesforce), collaborate directly in Slack, and pull content from sources like Confluence, Google Drive, and SharePoint. See the Integrations page for the full list.
02 · Features & functionality
How it works.
How does Iris ensure RFP compliance?
Iris helps teams stay compliant by enforcing content governance throughout the RFP process. Admins control who can edit or approve answers, set expiration dates on content, and assign subject-matter owners to specific topics. Every response is tied to a verified source, and all changes are logged for full auditability.
Can Iris handle complex, multi-stage RFPs?
Absolutely. Iris is designed to manage complex procurement processes including multi-stage RFPs, international vendor coordination, and sophisticated evaluation criteria with weighted scoring systems.
How does Iris get smarter over time?
Much like an employee, Iris starts off with a baseline knowledge of your business. Over time, Iris learns context and depth from your edits, every close feeds the next pitch.
03 · Security & data
Trust &
control.
How secure is our data with Iris?
Iris employs enterprise-grade security including SOC 2 Type II compliance, regular security audits, and role-based access controls. Your data is stored in secure, geographically distributed data centers. Read more on the Security page.
Will my documentation or platform usage be used to train the general Iris model?
No. Iris leverages a multi-tenant infrastructure, everything that happens in your instance of Iris is unique to your instance.
Do you use ChatGPT or other OpenAI services?
No. At Iris we have never used any OpenAI or ChatGPT services in an effort to keep your data private and secure.
04 · Support
We've got
your back.
What support is included?
All Iris customers receive priority support, a dedicated Customer Success Manager, and full access to our help center and video tutorials. You'll also be added to a private Slack channel with our team for real-time communication, quick questions, and hands-on guidance.
Do you provide training for our team?
Yes. We provide comprehensive training including live sessions, recorded tutorials, documentation, and ongoing support. Training is customized to your team's specific needs and workflows.
Still have questions?
Let's walk you through it
on a live demo.
Bring your questions and your last RFP — we'll show you
exactly how Iris fits your team.
