How it works

How Matterlyt works

From questionnaire to completed response — and everything your team needs to stay consistent across every deal.

Questionnaires

Upload a questionnaire.
Get it back answered.

Drop in any security questionnaire — Excel, Word, PDF. Matterlyt reads through every question, pulls answers from your company's knowledge base, and fills them in. If it's not confident about something, it flags it for review. You download the completed file and send it from your own email.

  • Any format: Excel, Word, or PDF
  • Answers drawn from your own company's history
  • Uncertain questions flagged for human review
  • Download the original file format, ready to send
Matterlyt questionnaire completion screen showing upload, answering, review, and download stepsMatterlyt questionnaire completion screen showing upload, answering, review, and download steps

Knowledge base

Your company's knowledge, built automatically.

Every time an expert in your team answers a question, that answer is saved. Every questionnaire you process teaches the system more about your product, your certifications, and your policies. The knowledge base builds itself — you don't have to maintain it manually.

  • Grows with every deal you process
  • Captures expert answers automatically
  • Stays accurate as your product and policies change
  • Survives team changes — the knowledge doesn't leave with people
Matterlyt knowledge base showing compliance facts and policies

Compliance documents

Share security docs with any prospect.

Keep your security policies, certifications, and architecture documents in one place. When a prospect needs documentation, select what to share, add their name, and download a watermarked copy. Each document is personalized so you always know who received what.

  • Upload and organise all your security documentation
  • Watermarked copies per recipient — no unauthorised sharing
  • Select and download in seconds
  • Batch multiple documents into a single ZIP
Matterlyt compliance documents screen with policy list and download optionsMatterlyt compliance documents screen with policy list and download options

Insights

See where your answers are strong — and where they're not.

Across every questionnaire your team has processed, Matterlyt tracks how confident it was in each answer. If the same question was answered differently in two deals, it flags that. If a topic keeps coming up that your knowledge base doesn't cover well, it tells you.

  • Confidence scores across all processed questionnaires
  • Flags inconsistent answers across different deals
  • Shows which topics your knowledge base covers poorly
  • Proactive quality hints to act on between deals
Matterlyt insights dashboard showing questionnaire statistics and quality hints

Ask Lore

Ask a question.
Get an answer in seconds.

AEs can query Lore directly — type a question and get a grounded answer instantly, with the source entry cited. No Slack to compliance. No waiting for someone to look it up. The whole knowledge base is one question away.

  • Ask in plain language — no special syntax
  • Every answer cites the source entry
  • Available to AEs without involving compliance
  • Falls back gracefully when Lore doesn't know
Matterlyt Ask Lore chat interface

Knowledge Holders

The right expert answers.
Once.

Define who owns each knowledge domain — infra questions go to engineering, legal to legal, product to the CTO. Matterlyt routes unanswered questions automatically to the right person without compliance triaging manually. Their answer is captured in Lore. The next deal never asks them again.

  • Domain-based routing — no manual triage
  • Compliance sets the roster once
  • Expert answers go straight into Lore
  • The knowledge stays when people leave
Matterlyt Knowledge Holders expert routing settings

Under the hood

What is Lore?

Lore is the name for Matterlyt's knowledge system — the accumulated answers, policies, and expertise your team builds up over every deal. It's not a document library and not a static database. It's the living memory of how your company answers security questions.

Read the glossary