Find a procedure
Help colleagues locate the current process and understand the next step.
CUSTOM-BUILT SOLUTION
Team knowledge companion
Find the answer. Know where it came from.
Make approved company information easier to find and use. Build an internal companion that turns a question into a grounded answer, useful source links and a clear next step when the information is incomplete.
Custom scoped around approved information. Supported repositories and permission behaviour are confirmed during discovery.
DESIGNED AROUND YOUR TEAM
WHERE IT FITS
A practical starting point.
Support onboarding
Guide new team members to approved material without exposing unrelated information.
WORKFLOW MAP
How the workflow can work
Illustrative workflow. The final steps and supported platforms are confirmed during scoping.
- 1
A colleague asks
Identify the question and the user’s permitted context.
- 2
Retrieve allowed sources
Find relevant information within agreed access boundaries.
- 3
Draft with references
Answer from the available evidence and link the sources.
- 4
Review the exception
Escalate conflicting or incomplete guidance to its owner.
- 5
Use the next step
Open the source or approve a supported follow-up action.
POSSIBLE BUILD SCOPE
The pieces your project can include.
Source organisation
Map the documents and systems that belong in the assistant’s knowledge.
Answer experience
Provide concise answers with references to the material used.
Access boundaries
Define which sources each user or role may retrieve.
Feedback and ownership
Route outdated or missing information to an agreed content owner.
Workflow connections
Scope drafts or suggested tasks with approval before consequential actions.
SCOPE TREE
The pieces we scope together
Team knowledge companion
Information
- Approved repositories
- Source ownership
- Refresh rules
Team experience
- Questions and references
- Permissions
- Feedback
Next steps
- Suggested tasks
- Review gates
YOUR PROJECT BRIEF
Bring these to the first conversation
- Priority questions from real team workflows
- Approved repositories and document owners
- User roles and existing access restrictions
- Examples of missing, outdated or conflicting guidance
Can it search everything our company owns?
The first release should use selected sources. Access, document formats and update mechanisms need review before expanding coverage.
What happens when sources disagree?
Define a preferred source or a human escalation path. The interface should make uncertainty visible and point to the underlying material.
Can it take actions for colleagues?
Supported actions can be scoped separately. Agree the data each action needs, who can request it and where approval is required.
CONNECTED CAPABILITIES
Shape it around your business.
Share your starting point. We will agree scope, platform fit and acceptance criteria before proposing the build.