Wolfia
Also known as: Wolfia Portal Agent, Wolfia Expert, Wolfia Trust Center
Security review platform whose Portal Agent logs into OneTrust, ServiceNow, Ariba, Coupa and 45 plus vendor portals to complete assessments end to end, and which also runs the public trust centers for companies including Notion, Miro and Amplitude.
Wolfia automates inbound security reviews for B2B SaaS teams and works both sides of the review. Its Portal Agent covers more than forty-five vendor assessment portals, including OneTrust, ServiceNow, Zip, Ariba, Coupa and Prevalent, completing assessments inside the portal with a review step before submission, and questionnaires arriving as Excel, PDF or Word are answered and exported back into the original file.
On the buyer-facing side it runs trust centers as a product: Notion, Miro, Amplitude, Handshake and Tellent publish theirs on Wolfia, and the platform matches an incoming prospect against the CRM, approves them, handles NDA signature and releases reports. Twelve sources feed one self-updating knowledge base, every answer carries a citation with each claim linked to its source fact, Wolfia Expert supplies benchmark answers where documentation is silent, and a legal review module redlines security addenda and DPAs.
Security covers SOC 2 Type II with a public trust center, SSO and SCIM provisioning guides, per-tenant isolation and AES-256 at rest. An API with key authentication covers user management and conversation insights. Nothing documents which portal the agent entered or what it submitted. Pricing is scoped to volume on a call, with unlimited users and every agent in every plan.
Vendor details
Canonical URL
https://wolfia.com
Category
GTM / revenue agent
Subcategory
Security review and trust center automation
Funding status
Independent. No funding figure is published on the vendor's site. Customers named on the vendor's own pages include Notion, Miro, Amplitude, Handshake, Tellent and ThoughtSpot, several of whom publish their public trust centers on Wolfia.
Company status
independent
Use cases & customers
Primary use cases
Target customers
Deployment options
Integrations
Twelve sources feed a single corpus, named as Google Drive, Confluence, SharePoint, Slack and Notion for documentation, plus a Vanta integration; CRM is connected for prospect matching and automatic trust center approval, and a Chrome extension carries the platform into the browser and vendor portals. Outbound, answers return in the original file, into vendor portals, into Slack and into the trust center. docs.wolfia.com documents an API with X-API-Key authentication for user management and conversation insights, and mentions MCP without documenting a server.
In practice
A customer sends a OneTrust link rather than a spreadsheet. The Portal Agent logs in and completes the assessment inside the portal end to end, so nobody on your team navigates the fields.
A question arrives that your documentation has never covered. Wolfia Expert supplies an industry standard benchmark answer so the gap produces a defensible draft rather than a blank field.
Your security posture changed last month and your answer library has not caught up. The knowledge base syncs from Drive, Confluence, SharePoint and Slack and updates itself rather than waiting on a grooming cycle.
Sources & related URLs
Related / legacy domains
Research sources
Agentic Index coverage score
9.5 / 14 capabilities · 68%
| Integrations & Tool Calling | Full |
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Breadth across classes, with the vendor putting a number on it. Twelve sources feed the single corpus, named as Google Drive, Confluence, SharePoint, Slack and Notion for documentation, with CRM connected for prospect matching and trust center approval, analytics included, and a Chrome extension carrying the platform into the browser. Connections are read continuously rather than synced on a cycle, so the corpus reflects current documentation and posture without manual grooming. Outbound, answers land back in the original file, into vendor portals, into Slack and into the trust center. No public connector directory is published, so the breadth rests on the vendor's own count and the named sources rather than a catalog a buyer can check. Sourcewolfia.com homepageread 2026-09-04 |
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| Workflow Orchestration | Full |
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A chain that runs from an inbound request to a submitted assessment and then past it into the contract. Questionnaires arrive in any format, Excel, PDF, Word or as a link into a vendor portal, and Wolfia answers and exports back into the original file rather than producing something the customer has to reformat. The Portal Agent completes an assessment end to end inside the portal with review before submission. A legal review module then takes the DPA or security addendum that follows and produces a cited first pass redlined against the customer's own policy corpus, so the chain covers the document that actually closes the deal rather than stopping at the questionnaire. On the buyer-facing side the trust center runs as its own workflow, matching a prospect against the CRM, approving them automatically, handling NDA signature and releasing the report without anyone on the security team touching it. Sourcewolfia.com homepageread 2026-09-04 |
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| Knowledge Grounding & RAG | Full |
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One corpus feeding every surface, kept current without a grooming cycle. The vendor's own framing is that twelve sources feed one source of truth and every surface answers with the same verified facts, with the knowledge base syncing from Google Drive, Confluence, SharePoint, Slack and Notion and updating itself as documentation and security posture change rather than waiting on manual tagging. Every answer is cited to the real corpus, with each claim linked to the exact fact behind it so a reviewer verifies in one click, and the vendor states plainly that nothing is invented. Two things extend the grounding past retrieval: an editorial guide that sets answer rules once and is applied on every surface, and Wolfia Expert, which supplies industry-standard benchmark answers where the customer's own documentation has never covered a question, so a gap produces a defensible starting point rather than a blank. Sourcewolfia.com homepageread 2026-09-04 |
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| Human Oversight & Guardrails | Full |
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A review-first workflow with the rules set once and applied everywhere. The agent completes the work and the team approves before submission rather than after, which is the ordering that matters when the output is going into a customer's procurement portal, and verification is designed to be cheap: each claim links to the exact fact behind it so a reviewer confirms in one click rather than re-reading a policy. Behind that sit a stated set of ten or more hallucination prevention guardrails, a citation on every answer, and the vendor's flat commitment that nothing is invented. The editorial guide is the governance layer: a customer sets answer rules once and every surface follows them, so the constraint travels with the agent rather than living in a reviewer's head. Review is a step in the flow rather than a gate the system enforces conditionally, since no confidence threshold that automatically withholds an answer and no escalation rule is documented. Sourcewolfia.com homepageread 2026-09-04 |
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| Security, Identity & Governance | Full |
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Compliance and access are both documented. Wolfia holds SOC 2 Type II, audited annually, with the attestation on the public trust center at trust.wolfia.com. On access, the docs carry SSO setup and SCIM user provisioning guides, the pricing page lists SSO and an audit trail on every plan, and isolation is per tenant. Sourcedocs.wolfia.com SSO setup and SCIM setup, wolfia.com/pricing and trust.wolfia.comread 2026-10-01 |
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| Observability & Auditability | Partial |
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Verification on the answer, and no record of what the agent did to produce it. Every answer carries a source citation, each claim links to the exact fact behind it so a reviewer confirms in one click, and analytics are included in the base offering. Nothing traces the agent. There is no log of which portal the Portal Agent entered, what it submitted, what it changed between the draft and the submission, or what the Slack autorespond answered on the team's behalf. That gap matters because the agent acts inside a customer's procurement portal under their identity, and the artifact it leaves is a completed assessment somebody else will rely on. Verification of a claim is not a record of an action. Sourcewolfia.com homepageread 2026-09-04 |
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| Memory & State Persistence | Not documented |
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A self-updating knowledge base, not memory. Twelve sources feed one corpus that updates as documentation changes, and prior questionnaires and answers accumulate in it. No memory the agents keep and read back as their own state, with a scope, lifetime or delete path, is documented. Sourcewolfia.com and docs.wolfia.com Knowledge baseread 2026-10-01 |
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| Deployment & Data Residency | Not documented |
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Multi-tenant cloud with isolation by design and no location control offered. What the vendor does document is separation rather than placement: per-organization data isolation so one customer cannot see another's content, AES-256 at rest via AWS KMS with keys rotated annually, and prompts neither stored nor used to train models. No region selection, EU or other in-region option, private cloud, VPC, single-tenant tier or on-premises route is published, and naming AWS as the key management provider discloses a supplier rather than a data location. The trust center publishes EU-US Data Privacy Framework participation, which is legal cover for transfers and not a residency option, and this product is sold to teams answering residency questions on behalf of others. Sourcewolfia.com/enterprise and trust.wolfia.comread 2026-09-04 |
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| Prebuilt Agents, Templates & Packs | Partial |
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Named modules that constitute the product, with nothing offered to browse and adopt. The set is real and wide: the Portal Agent, Wolfia Expert supplying benchmark answers for questions the documentation has never covered, a legal review module redlining security addenda and DPAs, a Slack surface, and a branded trust center that ships configured. None of that is a catalog a customer selects from, and no template gallery, play library, agent marketplace or adoptable configuration set appears on the property. Coverage of the 32 questionnaire portals the homepage lists comes prebuilt. An editorial guide lets a customer set answer rules once and have every surface follow them, which is configuration the customer authors rather than a supplied asset. Sourcewolfia.com homepageread 2026-09-04 |
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| Triggers & Channel Coverage | Full |
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Work arrives in whatever shape the buyer chose, and some of it arrives without anyone forwarding it. Excel, PDF and Word files are uploaded and exported back in the original file, and links into the 32 questionnaire portals the homepage lists are handled in place. Two channels bring work in. In Slack a rep mentions the agent to get a sourced answer, and an autorespond mode catches the question without being addressed, which is an event trigger rather than an invocation. The trust center is the other, where a prospect pulls documentation on their own and requests access, so the intake starts outside the customer's organization entirely. CRM matching drives automatic approval and NDA release on that path. No scheduled or recurring run is documented, so automatic firing is driven by signals and messages rather than the clock. Sourcewolfia.com homepageread 2026-09-04 |
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| Model Flexibility & Routing | Not documented |
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The customer does not choose the model and no provider is named. Wolfia publishes no model list, routing policy, per-workspace selection or bring-your-own-key option. The product advertises no token limits as a commercial promise, which is a pricing property rather than model control, and the vendor's stated commitment that prompts are neither stored nor used to train models is a data boundary. Both describe how the models are used rather than which they are or who picks them. Sourcewolfia.com homepageread 2026-09-04 |
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| APIs, SDKs & MCP Extensibility | Full |
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A documented API for the vendor's own platform, narrow in scope. docs.wolfia.com publishes an API overview with a base URL at wolfia.com/api, X-API-Key authentication, rate limits and endpoints such as POST /organizations/invite, with a separate guide for retrieving conversation insights, and mentions connecting internal tools over MCP without documenting a server. The reference covers user management and insights rather than questionnaires. Sourcedocs.wolfia.com API overview and Retrieve conversation insightsread 2026-10-01 |
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| Testing, Debugging & Optimization | Partial |
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A quality gate on every answer, and nothing that compares. The vendor states a set of ten or more hallucination prevention guardrails with a mandatory source citation on each answer and each claim linked to the exact underlying fact, so output is checked before a reviewer sees it and the check is inspectable rather than a score alone. The editorial guide adds a consistency criterion applied across every surface. Nothing runs a controlled comparison. There is no scored evaluation set, no benchmark, no regression check when the corpus or the guide changes, no sandbox or dry run before the Portal Agent acts inside a live procurement portal, and no outcome loop connecting completed assessments to whether deals cleared security review. The absence of a dry run matters most, given what the agent does unattended. Sourcewolfia.com homepageread 2026-09-04 |
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| Browser & Computer Use | Full |
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An agent that works inside third-party procurement portals. The homepage says the Chrome extension fills vendor portals directly in the browser with cited answers, naming OneTrust, ServiceNow, ProcessUnity, UpGuard and Zip among dozens of others, lists SAP Ariba, Coupa, Whistic, AuditBoard, LogicGate, Drata and Panorays as supported, and links to the full set of 32 questionnaire portals. The same page says the product auto-answers questionnaires, SIGs, CAIQs and vendor portals from the customer's corpus, and the team reviews cited answers instead of writing from scratch. The vendor's posts go further, naming a Portal Agent that completes an assessment end to end with a review step before submission across more than forty-five portals, Prevalent among them. Sourcewolfia.com homepageread 2026-10-05 |
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The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Pricing
Not published; a plan scoped to volume on a short call
plan scoped to questionnaire and review volume; unlimited users
What is public
The pricing basis (scoped to volume, not per seat), unlimited users and what every plan includes; no figures.
Billing mechanics
One flat annual rate covering unlimited questionnaires, unlimited users, unlimited trust center access, CRM integrations and analytics, with no tiered feature gating and no Year 2 increase. Answer fifty questionnaires in a month or five hundred and the rate is stated to be unchanged.
Cost watchouts
The plan is scoped to volume, so the quote turns on how many reviews the team expects; the figure is not published.
Variable cost rationale
The plan is scoped to volume at the outset with unlimited users, so seat growth does not move the bill; the volume terms are quoted rather than published.
Additional watchouts
Bring expected questionnaire and portal volume to the pricing call, since the plan is scoped to it.
Sales call required
Mixed (some tiers require a call)
Free / trial
No published trial; talk to Wolfia about pricing
Commercial notes
Every agent and the knowledge base come with every plan, with unlimited users and no per-viewer fees, so access is not rationed by seat.
Key ambiguities
No figure or volume band is published; the quote follows a short call.
Missing data
Any price, volume bands and contract minimums.
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Alternatives to Wolfia
The closest documented capability profiles to Wolfia among GTM and revenue agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Artisan8.5 / 14A lighter documented profile than Wolfia
- Conveyor9.0 / 14Fuller documented coverage on APIs, SDKs & MCP Extensibility
- Loopio8.0 / 14A lighter documented profile than Wolfia
- Responsive9.0 / 14Fuller documented coverage on APIs, SDKs & MCP Extensibility
- SiftHub8.0 / 14A lighter documented profile than Wolfia
- Actively AI7.5 / 14A lighter documented profile than Wolfia
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded