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FP Alpha
Built for revenue · Case study · AI

A fragmented library, turned into a live, intelligent knowledge base.

For FP Alpha, a New York wealthtech building AI financial planning for advisors, we organised 37+ assets into a searchable, gated knowledge base with an AI agent that answers advisors in their voice and cites the exact source articles.

Platform HubSpot Service Hub Pro Live AI agent
Knowledge base agent
How does the estate module handle trusts?
The estate module maps trust structures against the plan and flags gaps for review. Here is the walkthrough.› Source: FP Alpha University, Estate Basics
Grounded only in approved content, in FP Alpha's voice, with a cited source on every answer.
37+
assets organised into one searchable base
3
access tiers, doubling as a conversion lever
~5 wks
from discovery to live, owned by the client
$8,450
fixed price, no surprises
The build, live

The knowledge base, in the wild.

FP Alpha HubSpot knowledge base, live at go.fpalpha.com
The live knowledge base at go.fpalpha.com/knowledge-base, with a clear information architecture: Home Base, FP Alpha University, What's New, Thought Leadership, FAQs, and Resources and Downloads.
The challenge

Rich content, no home for it.

FP Alpha had 37+ videos, PDFs, webinars and guides. The content was strong, but it was fragmented, with no organised or searchable home, and no way to show the right material to the right audience.

Prospects, trial users and paying customers all needed different things, and there was no structure to serve them differently, or to turn the library into a reason to convert.

What we built

A searchable, gated, intelligent knowledge base in HubSpot.

Delivered through a four-gate process: Discovery, Design, MVP Build, then Deploy and Training.

  • A searchable, on-brand base. Clear information architecture, with standardised article templates that include video embeds, transcripts and CTAs.
  • Three-tier access control. Built on HubSpot lists and access groups: prospects see public content, trial users get more, paying customers get the full gated library. That turns the base into a conversion lever.
  • A guided "Start Here" pathway. Onboarding with progress-tracking foundations, so advisors know where to begin.
  • The hero: a live AI agent. Built on HubSpot's AI agent capability, trained only on FP Alpha's own published content. It answers advisor questions in live chat, in FP Alpha's voice, and cites the exact source articles on every answer.
  • Full QA and handover. Search, gating per tier, links, mobile and agent accuracy all tested, plus recorded training and admin docs, so FP Alpha self-manages.
How the agent works

Grounded, cited, and safe to trust.

Grounded in approved content only
Trained solely on FP Alpha's own published library, so it will not invent answers from outside the source material.
Cites its sources
Every answer points to the exact source article, so advisors can check the detail and trust the reply.
Tone-tuned and tested
Tuned to FP Alpha's voice, then run through HubSpot's agent tester with knowledge-gap reporting before go-live.
"They helped us pivot and made recommendations to clean up our HubSpot platform so we can self-manage it better moving forward."
Ashley Yamamoto, HPM
Trust quote from another client. An FP Alpha quote is still to be confirmed before publishing.

If your best content is scattered and invisible, we can turn it into a knowledge base that answers in your voice.

Talk to Rikki or Emma about a gated HubSpot knowledge base with a live AI agent, grounded in your own approved content.

Speak to us →
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