Operations & Back Office

AI Knowledge Assistant

Your SOPs, price lists and policies, available to every employee as instant answers.

Why it matters

The problem we solve

  • The answers your team needs exist somewhere, but they are buried in shared drives, old emails and one senior person's memory.
  • New hires take weeks to get up to speed because they don't know what to ask or where to look.
  • Public chatbots don't know your policies, and pasting internal documents into them raises real privacy questions.
What’s included

What you get with AI Knowledge Assistant

Ideal for: Teams that keep asking the owner or manager the same questions.

  • Knowledge base from your documents
  • Access by web, Slack or Teams
  • Permission controls
  • Regular updates
In practice

A boutique hotel group trains front desk staff faster

Illustrative example with a fictional business.

Velmora Hotels, a fictional group of three boutique properties, keeps its procedures in a mix of binders, Google Docs and a manager's head. A new night auditor asks the assistant in Microsoft Teams how to handle a guest who wants a late checkout during a sold-out weekend. It answers from the group's policy document, links the exact section, and notes that rate exceptions need manager approval. Later, a housekeeper asks in Spanish how to report a maintenance issue and gets the steps in Spanish. When someone asks about an employee's personal file, the assistant declines, because HR documents are outside that user's permissions. Each week the operations manager reviews the questions it couldn't answer and fills those gaps.

How it works

From kickoff to live

01

Gather sources

We identify which documents, wikis and folders the assistant should use, and which it should never touch.

02

Set access rules

Permissions mirror your existing roles, so people only get answers from content they are allowed to see.

03

Build and test

We load the content, connect it where your team works and test with real questions from your staff.

04

Keep it current

Sources sync on a schedule, unanswered questions are reviewed, and gaps in your documentation are flagged.

Deliverables

What you receive

  • A connected knowledge base built from your approved sources
  • An assistant available in Slack, Microsoft Teams or a private web page
  • Role-based access that mirrors your existing permissions
  • Answers that cite the source document so staff can verify
  • A report of unanswered questions to guide documentation updates
Honest fit check

When we’re not the right fit

  • Teams with almost nothing written down; we can help document, but the assistant needs sources to answer from
  • Use cases that require legal, medical or financial advice to clients without professional review

AI Knowledge Assistant connects with

  • Google Drive
  • SharePoint
  • OneDrive
  • Confluence
  • Notion
  • Slack
  • Microsoft Teams
  • Dropbox
  • Zendesk

Plus most tools with an API. We connect where the vendor provides API access; names are trademarks of their owners.

FAQ

Frequently asked questions

Will it make up answers?

We design it to answer only from your sources and to cite where each answer came from. When the information isn't there, it says so. No AI system is perfect, which is why citations let staff check anything important.

How do you handle confidential documents?

We use business AI plans whose terms exclude training on your data, limit which sources are connected, and apply permissions so people can only retrieve content they could already open. Sensitive folders can be left out entirely.

Can customers use it too?

The internal assistant is built for staff. A customer-facing version uses a separate, reviewed set of public information and identifies itself as AI, so internal notes never leak into customer answers.

How does it stay up to date?

Connected folders and wikis sync on a schedule, so when someone updates a policy document the assistant uses the new version. Outdated documents can be archived so they stop appearing in answers.

Let’s put AI to work in your business.

Tell us what you want to automate. We’ll show you a live demo built for a business like yours and send a tailored proposal.