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Enterprise search, knowledge bases, and assistants.

Staff ask a question in plain language and get an answer from approved policies, manuals, and tickets, with the source shown and permissions respected. When nothing matches, it declines and flags the gap for the content owner.

Approved documents and records are indexed with their permissions; an assistant answers a question from them and shows the source, or declines when nothing matches.Policies and manualsTickets and recordsShared drivesIndex with permissionswho may see what · freshnessAnswer with sourceNot found: declineda question
  1. Policies and manuals
    Tickets and records
    Shared drives
  2. Index with permissionswho may see what · freshness
  3. a question
    Answer with source
    Not found: declined
The assistant answers only from approved sources and shows which one; anything it cannot find, it says so.

Who this is for

Operations, support, and HR leaders whose staff answer the same questions from the same documents every day, or spend their time finding the current version of a policy, a procedure, or a past case. The same applies to multi-site businesses where the answer depends on the site.

What makes it urgent

  • New staff take months to learn what the experienced ones carry in their heads.
  • The same question is asked in the support channel every week.
  • Three versions of a procedure exist and nobody knows which is current.

What usually breaks

  • Documents are spread across drives, wikis, tickets, and inboxes.
  • Search returns everything and answers nothing.
  • A general chatbot was tried and invented policies.

The workflow

Before and after the first release.

The steps we see most often in this kind of operation.

Today
  1. QuestionAsked in a channel or of a colleague
  2. SearchDrives, wiki, inbox, memory
  3. AnswerWhatever was found first
  4. RecordNone; asked again next week
With the first release
  1. AskOne place, in plain language
  2. RetrieveFrom approved sources the asker may see
  3. AnswerWith the source shown, or declined if not found
  4. ImproveUnanswered questions become the next documents to write

Features

What the system can include.

Source connectors

Indexes documents from drives, wikis, ticketing systems, and shared inboxes, keeping each source’s permissions and refreshing content on a schedule.

Cited answers

Answers questions in plain language with links to the exact passages used, so staff can check the source before acting on the answer.

Site and role filtering

Tailors answers to the asker’s site, department, or role, so a policy that differs by location returns the version that applies.

Assistant in existing tools

Brings the assistant into the chat and email tools staff already use, so answers arrive where questions are already being asked.

Feedback and correction loop

Lets staff flag unhelpful answers, which route to the content owner with the question and the sources used, feeding the next improvement.

Content health reporting

Shows the most asked questions, unanswered topics, and outdated documents, giving content owners a clear list of what to write or retire.

Your first release

What the first release could include.

In the first release

  • An index of the approved sources, with permissions carried through
  • An assistant that answers from those sources and shows where the answer came from
  • A decline when nothing matches, rather than a guess
  • Evaluation on a set of real questions before rollout, with the result written down
  • A view of unanswered questions and stale sources for the content owner

Usually later

  • Tickets and case records as sources
  • Answers inside the tools people already use
  • Drafting responses for a person to approve

Systems it may connect

  • SharePoint, Google Drive, Confluence, and file servers
  • Ticketing and support systems
  • CRM and case records
  • Identity providers for permissions
  • Microsoft Teams, Slack, and email
  • Model providers chosen for the task and the data

How the work runs

Scoped in writing, built in releases, handed over to your team.

Scope

We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.

Build and test

We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.

Handover

Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.

Scope and price

What shapes the scope and price.

Every project is priced from a written scope. These are the factors that move it most.

Number and type of sources

Each drive, wiki, ticketing system, or database brings its own connector, permission model, and refresh approach, which scales the indexing work.

Permission complexity

Sources with simple team access are contained, while fine-grained, per-document permissions across several systems need careful mapping and testing.

Condition of the content

Duplicate, outdated, and conflicting documents need an owner’s decision before indexing, since the assistant answers only as well as its approved sources.

Data residency and model choices

Requirements about where content is processed and which model providers may see it shape the hosting, the models available, and the evaluation work.

Multi-site operations team

Site managers ask a question in plain language and see which document the answer comes from.

In a multi-site business, site managers tend to send the same questions to the operations team, and the answer depends on which copy of the manual someone finds. A first release indexes the approved manuals, policies, and site-specific notes in SharePoint or Confluence, with permissions carried through, and gives managers a single place to ask. Every answer shows its source. When nothing matches, the assistant declines and adds the question to a list for the content owner, which becomes a practical writing plan. Answers inside Teams or Slack are a common next phase.

Questions

Questions about enterprise search, knowledge bases, and assistants.

What buyers ask before a project like this starts.

Will it make things up?

It answers only from the approved sources and shows which one. When nothing matches, it says so. That behavior is tested before rollout on your own questions.

Does it respect permissions?

Yes. Who may see a document in the source system decides who may get an answer from it.

Where does our data go?

We agree on it in writing before anything is built: which sources, where they are processed, and what never leaves your systems.

How is it kept current?

Sources are re-indexed on a schedule, stale documents are flagged to their owner, and unanswered questions show what needs to be written.

How do you measure whether the answers are good?

A set of real questions with approved answers is collected from the teams before rollout. The assistant is scored against that set for correctness, sourcing, and correct declines, and the same set is rerun after every significant change to sources or models.

Who keeps the content accurate?

Each source has a named content owner. The system shows them stale documents, questions nobody could answer, and answers staff flagged, so maintenance becomes a regular, focused review rather than a large cleanup project for the team that owns the content.

Can the assistant draft replies to customers?

Yes, as a later step once internal answers are trusted. The assistant drafts a reply from approved sources inside the support tool, shows its references, and a person edits and sends it. Every reply reaches the customer only after a staff member approves it.

Scope a knowledge assistant.

Tell us about the workflow and the systems around it.
We’ll come back with a written scope for a first release.