Help your team find and understand internal information faster, using approved, identifiable sources and clear limits when there is not enough information to answer.
The goal is not a bot that knows everything. It is easier, more consistent access to the knowledge your company chooses to make available to it.
A useful answer needs more than convincing wording. It should make its basis clear and explain what happens when the available information is not enough.
A specific question, with the context the person can provide.
Information made available for the use case and intended access levels.
Guidance grounded in the available information.
References where available; gaps and a person or source to consult where needed.
Illustrations of the behaviour a pilot would aim to validate, not client responses or a live demonstration.
When a useful source is available
It can locate an approved procedure, summarise its guidance and link to it if the integration supports this. The person checks the source and continues the process.
When information is missing
If the sources do not cover the case, it should make that gap clear and point to the designated contact, if there is one. The team remains responsible for the exception.
Internal documentation, manuals, procedures and knowledge bases may live in SharePoint or Microsoft 365, Google Drive, Notion or other internal tools and systems.
An assistant can connect to internal sources and tools where a viable, secure integration is available. First, we assess what should be made available and to whom.
Tools differ in the integration, access and traceability they support. The design must reflect each company’s actual sources and permissions.
Find and connect information, prepare an answer, cite sources where possible and highlight limits or missing information. It can point to a person or source and suggest a next step where the sources or process clearly define it.
This approach does not include executing actions, modifying systems, sending communications, making business decisions or acting autonomously. The assistant supports people; it does not replace experts or human judgement.
A system that acts autonomously across other tools is a separate agent project, with different risks and controls.
Start with a specific set of questions, people and needs.
Identify which information the assistant can use and under what conditions.
Try it with one team and a limited scope before expanding.
Assess usefulness, trust and adoption before scaling, adjusting or stopping.
More sources do not necessarily make a better assistant. A focused, reliable and well-managed knowledge base is usually a better starting point.
View the pilot and implementation serviceAn assistant can grow to cover new sources, teams or use cases. Each extension needs review: it may introduce different permissions, versions and guidelines. Sources are added through a controlled process, not autonomous discovery or self-directed learning across company systems.
Sources relevant to the questions you want to cover: procedures, manuals, guides or a knowledge base. They need to be sufficiently current, have an owner and have clear access conditions.
No. You can start with a small set of reliable sources. If it is unclear which version is correct or who can access it, that needs resolving before the source is made available.
References or links can be shown where the sources and integration support them. Traceability needs assessing for each environment; a citation does not replace checking the content when needed.
This can be assessed case by case. It depends on available integrations, permissions and the conditions of your environment. Naming these tools does not guarantee compatibility or the same level of access.
Sources can be restricted and, depending on the environment, access can use the integration’s own permissions or respect each user’s permissions. The model depends on the company’s tools and system architecture. Access for each user group needs to be defined and validated.
The design should allow it to flag missing information and point to a suitable source or person. This capability is validated during the pilot; there can be no promise that it will never make mistakes.
Yes. A pilot with one team, specific questions and a limited set of sources lets you assess usefulness before expanding the scope.
Tell me where time is lost today, which sources you use and who ends up answering those questions. We can assess whether an internal assistant makes sense and where to start.
Tell me about your use case