Service 02 · AI Automation & Integrations
Internal Knowledge-Base Assistant
An internal assistant that answers staff questions from your approved documents, policies and SOPs, and shows where every answer came from.
01 · Who it’s for
Is this you?
- Teams that keep asking the same people the same questions
- Businesses with policies and procedures spread across folders and drives
- Growing companies onboarding new staff regularly
02 · The problem
What it solves
The answer usually exists somewhere: a policy PDF, an SOP, an old email. Finding it takes longer than asking a colleague, so experienced staff become the search engine and interruptions pile up.
03 · What we build
What you receive
The exact list is confirmed in your written scope. Not every project needs every item.
- 01Ingestion of approved documents, SOPs, policies and FAQs
- 02Retrieval-based answers grounded in those sources
- 03Source citations with every answer
- 04Permission-aware access design
- 05Slack or Microsoft Teams integration where required
- 06Feedback and unanswered-question tracking
04 · Implementation
How it works
Step 1
Source selection
We agree which documents are approved and who may see what.
Step 2
Ingestion
Documents are processed and indexed. Outdated or conflicting material is flagged for your review.
Step 3
Assistant
Staff ask questions in plain language and get answers that cite the source passage.
Step 4
Improve
Unanswered questions and feedback show where documentation is missing.
05 · From you
What we’ll need
Client inputs
- The approved set of documents and an owner for each
- Access rules: which teams can see which documents
- Where staff should use it: web, Slack or Teams
Typical integrations
- Google Drive or SharePoint
- Notion or Confluence
- Slack or Microsoft Teams
Examples only. We confirm what your tools support during discovery.
06 · Data & human review
Safeguards built in
- Answers only from approved sources, with citations
- Says so when it cannot find an answer, instead of guessing
- Respects document permissions
- No training of public models on your documents
07 · Interactive demo
Ask the policy assistant
Ask about a fictional company’s policies. Every answer cites its source, and it says so when it doesn’t know.
Ask a question about company policy.
Try one of these, or type your own:
- Service 01Email & Slack Support AutomationWorkflows that sort incoming email and messages, draft replies, assign priority and route requests, with a person approving anything that goes out.
- Service 03Sales Follow-Up DraftingPersonalised follow-up drafts built from your CRM records and interaction history, ready for a salesperson to review and send.
- Service 04Reporting AutomationRecurring business reports assembled from your spreadsheets, CRM and accounting tools, checked for errors and delivered on schedule.
- Service 05Employee & Customer Onboarding AutomationAutomated onboarding that creates tasks, sends documents, notifies the right people and answers common questions, so nothing is forgotten.
Tired of being the company search engine?
Tell us about the workflow or website you have in mind. A discovery call is a 30-minute conversation with no obligation to go further.