Choose and organize knowledge sources
Define the procedures, policies, service information and other documents the assistant may use. Prepare the content for the questions your team needs answered.
All servicesCompany information people can use
AI Knowledge Assistants
Help staff find answers in your approved business information. We organize the knowledge, access and question flow so procedures, policies and operating guidance are easier to retrieve during the working day.
Book Free 15Min ConsultationCompany knowledge
How do we onboard a new client?
Answer from your company documentsStart with the client intake checklist.
Collect the brief, confirm the owner and request the required documents.
Client onboarding guide View source
Your team can find the relevant guidance and identify the source or person needed for the next step.
What the service can include
Capabilities built around the job.
Your team can find the relevant guidance and identify the source or person needed for the next step.
Ask questions in everyday language
Let staff ask about a process or task without knowing which folder or document contains the answer.
Connect answers to their sources
Return useful source references so staff can review the underlying guidance and continue with context.
Configure access to information
Define the users and information boundaries supported by the knowledge setup, including content that should remain restricted.
Escalate gaps and unclear guidance
Give staff a route to the responsible person when information is missing, conflicting or needs judgment.
Keep the knowledge useful
Define how revised documents, new procedures and unanswered questions enter the review and update process.
Automation, step by step.
| When this happens | Rules we define | What happens next |
|---|---|---|
| A team member asks a process question | Search the approved knowledge available to that user. | Return the relevant guidance with a useful source reference. |
| The information is missing or unclear | Apply the knowledge-gap and escalation rule. | Route the question to the responsible person and retain it for review. |
| An approved procedure changes | Use the agreed content-review and update process. | Make the revised guidance available through the knowledge assistant. |
In your working day
A new team member needs the onboarding procedure.
They ask how to start a new customer. The assistant retrieves the approved checklist and its source. The staff member can review the required steps and contact the responsible person when the guidance does not cover the situation.
- 01Staff member asks a process question
- 02Assistant finds the approved checklist
- 03The source is available for review
- 04Unclear points go to the responsible person
From the first action to the handoff.
Define the knowledge
Choose the documents, business areas and user access in scope.
Organize for useful questions
Prepare the content around the tasks staff need to complete.
Answer with context
Retrieve the relevant information and source reference.
Review gaps and changes
Keep unclear questions and revised guidance in the improvement process.
What we deliverA defined setup.
A defined setup.
A usable workflow.
These are the building blocks we scope with you for this service. Your proposal identifies the specific deliverables and responsibilities.
- Approved documents and staff access plan
- Content preparation and organization
- Question and answer behavior
- Source-reference and escalation setup
- Representative question testing
- Knowledge review and update plan
The systems behind the work
Connections with a purpose.
We review access, available interfaces and information ownership before implementing the agreed connections.
- Approved company documents and knowledge stores
- Staff access and internal workspaces
- Support queues or improvement tasks
What we agree before implementation
The workflow and expected outcome. The software and access required. The data and content to prepare. The actions needing approval. The test and launch plan. The implementation price and ongoing support scope.
Clear expectations
Questions about this service.
Will it answer from anything on the internet?
The knowledge scope is defined for your project. An internal knowledge assistant can be limited to the approved business sources and access rules you select.
Can staff check where an answer came from?
Source references are part of the knowledge workflow we design, so the team can review the underlying material.
How is this different from an agent that takes actions?
A knowledge assistant focuses on finding and explaining information. A task-focused agent also needs specifically authorized tools, actions, approvals and handoff rules.
A focused first conversation
Book Free 15Min ConsultationLet’s define a useful starting point.
In 15 minutes, discuss the work, the tools involved and a practical starting point. We’ll explain what is needed to define the next step.