Knowledge preparation
Connect selected repositories and define document ownership, updates, metadata and the handling of superseded material.
AI knowledge assistant
Answers from your knowledge, with evidence to inspect.
Build an internal knowledge assistant around approved content and real user questions. Preserve source permissions, provide evidence where available and make unsupported or ambiguous questions visible instead of forcing an answer.
Workflow design
From a user question to a source-supported response
The retrieval layer finds permitted material; the answer layer must use it appropriately. Source freshness, access controls and evaluation remain necessary even when a response contains citations.
- 01
Ask with identity
Establish the user, question and available permissions before selecting business content.
Output
A bounded question and user context
- 02
Retrieve approved sources
Search permitted documents or records and retain relevant source and freshness information.
Output
Candidate evidence with access boundaries
- 03
Answer or clarify
Generate a response from the available evidence, cite supporting material where possible and disclose missing support.
Output
A grounded response, clarification or fallback
- 04
Review and improve
Collect permitted feedback and evaluate failed answers, retrieval gaps and content changes.
Output
Evaluation examples and an improvement backlog
Controls across the workflow
- Source permissions
- Content freshness
- Evidence visibility
- Evaluation coverage
Decisions that shape the scope
- Which sources are authoritative?
- Agree ownership, conflicting versions and update rules before indexing content. Retrieval cannot decide which of two contradictory policies the business intended to apply.
- What if no reliable answer is available?
- Provide a useful fallback such as clarification, source search or escalation. A confident response without support is not an acceptable substitute for missing information.
- Can the assistant also change business records?
- Reading knowledge and taking action require different controls. Add write actions only with explicit authorization, validation and the appropriate human confirmation.
Evidence before expansion
Define what better means.
These are proposed evaluation measures, not reported client results. Agree the baseline, sample and acceptance threshold before the pilot, then review the evidence with the workflow owner.
- Evidence support
- Review whether factual answers are supported by the cited material, not simply whether a citation appears.
- Retrieval usefulness
- Check whether relevant permitted sources are found for representative questions and identify missing or conflicting content.
- Permission isolation
- Test users with different roles against restricted and public material, including attempts to request content outside their access.
Before you commit
Is this the right engagement?
People spend time searching scattered documents, and an answer is hard to trust when its source, freshness or access permissions are unclear.
- What we need from you
- Approved source repositories, access roles, representative questions and expected evidence, content owners and update or retention requirements.
- How you accept the work
- Evaluate source retrieval, answer support and permission isolation using representative users and questions. Include outdated content, conflicting sources and questions that should receive no answer.
- Scope & alternatives
- The initial solution answers questions from approved knowledge. It does not automatically include unrestricted web research, autonomous business actions or resolution of conflicting source policies.
Capabilities
Implementation scope
The proposal selects the relevant components and records the systems, review responsibilities and exceptions covered.
Permission-aware retrieval
Preserve user access restrictions across ingestion, indexing and retrieval, with explicit tests for information exposure.
Answer and evaluation experience
Expose source context and fallback behavior, and create a representative evaluation set for ongoing changes.
Pricing
Engagement options and pricing factors.
A proposal follows review of the workflow and its dependencies. It identifies implementation deliverables, client responsibilities, acceptance criteria and any platform or operating charges separately.
Discovery and scope
Approved source repositories, access roles, representative questions and expected evidence, content owners and update or retention requirements.
Defined implementation
Connect approved knowledge sources to a permission-aware retrieval and answer workflow with visible evidence and fallback behavior.
Ongoing operation
Agree maintenance, coverage, exception ownership and changes as an explicit operating scope.
Frequently asked questions
Questions before starting
01Does retrieval eliminate incorrect answers?
Does retrieval eliminate incorrect answers?
No. Retrieval provides context, but the system can still select irrelevant material or interpret it incorrectly. Evaluation, source visibility and fallback behavior remain part of the workflow.
02Can users see documents they normally cannot access?
Can users see documents they normally cannot access?
The design must preserve source permissions throughout retrieval and response generation. We test representative access boundaries rather than assuming the search index enforces every business rule automatically.
03How are document updates reflected?
How are document updates reflected?
Define refresh, deletion and version handling for each source. The operating scope should state how content freshness is checked and who owns failed updates.
04Is fine-tuning required for an internal knowledge assistant?
Is fine-tuning required for an internal knowledge assistant?
Not by default. Begin with the task, source quality and retrieval behavior. Training may address a separate behavior requirement, but it does not replace a maintained source-of-truth workflow.
05How is this different from a customer support chatbot?
How is this different from a customer support chatbot?
This solution focuses on internal knowledge access and evidence-backed answers. Customer support also involves customer identity, case routing, service policies and operational escalation across support channels.
Start a conversation
Map the workflow before expanding the scope.
Bring the process, representative inputs and the systems involved. We will help define the next useful increment and the evidence needed to accept it.