Internal knowledge assistants
Help staff find answers in company procedures, guides and documents. Include references to the relevant sources so people can open the material behind an answer.
AI FOR BUSINESS OPERATIONS
Help your team find information, prepare work and handle incoming requests. We build AI tools around the documents, knowledge and processes your business uses every day.
From business knowledge to useful work
Business information
A question or task
A prepared response
Team review
Relevant information. A defined task. A useful starting point.
Start with a specific task: finding a procedure, reading a document or preparing a response. Define the information the tool uses, what it should produce and where your team reviews the result.
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BUILT AROUND EVERYDAY TASKS
Give your team practical support with the information they read, prepare and pass on throughout the day.
Help staff find answers in company procedures, guides and documents. Include references to the relevant sources so people can open the material behind an answer.
Pull selected details from invoices, forms and other documents into structured records for checking. Highlight missing or unclear fields before the information moves to the next step.
Bring lengthy documents, conversations and project updates into a concise overview. Organise the decisions, outstanding actions and context for the person taking over.
Identify the subject of incoming requests and suggest the relevant category, team or workflow. Set aside unclear requests for review before they are assigned.
Prepare responses, reports and working documents using the available context and your business templates. Give the team a draft to check, adapt and approve.
Connect these capabilities to your CRM, projects, portals and administrative tools. Pass reviewed information into the next step, with approval before agreed actions.
AI IN EVERYDAY WORK
Build around the moments when people need to find, organise or prepare information to move the work forward.
Ask a question about a task, find the relevant procedure and open the source to check the instructions in context.
Extract the required details, identify missing or unclear fields and review the information before saving it to the business record.
Gather the project history, prepare a summary of decisions and outstanding work, then review the next actions with the person taking over.
FROM A SPECIFIC TASK TO A USEFUL TOOL
Start with a clear job, agree the information the tool can use and test its responses against real working situations.
Agree who will use the tool and what it should help them do.
Choose the documents, records and access rules for the task.
Create the interface, instructions and connections around the workflow.
Check useful answers, missing information and cases that need review.
Introduce the tool to the team and agree how feedback is reviewed.
Bring relevant procedures and information closer to the person who needs them. Source references help the team move from an answer to the underlying detail.
Give the team a starting point for recurring summaries, responses and document processing. People can focus their effort on checking, adapting and completing the work.
Make decisions, context and outstanding actions easier to find. A structured summary helps the next person understand what happened and what still needs attention.
CLEAR BOUNDARIES & HUMAN REVIEW
Define what the tool can access, what it should produce and which actions need approval. Build review into the places where the information is used.
Select the sources the tool can use and apply permissions for each team. Define who maintains the documents and how updated information becomes available.
Show source references where relevant and build in a route for questions the available material does not answer. Test how the tool handles incomplete or conflicting information.
Keep approval before agreed actions, such as sending a response or updating a record. Optional team training covers how to use the tool, check its output and handle uncertain results.
Yes. We review the documents and formats you want to use, select the relevant sources and define how they are kept up to date. The tool is built around the information needed for its agreed task.
Yes. We define permissions around the sources and records each role can use. Access checks are part of the implementation, including which information appears in responses and linked sources.
We design the tool to indicate when the selected sources do not provide enough information and route the question for review. AI can still make mistakes, so we test this behaviour and keep checking steps where the answer is used.
We check the connections supported by your CRM, project software, portals and document systems. Then we define which information is shared and which actions require approval before anything is sent or changed.
Yes. Start with a specific job and a defined set of information. Test it with the people doing the work, review the results and decide what to add next.
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