Agents & Assistants
The answer exists somewhere in your company. Finding it takes too long.
Policies, proposals, specs, and procedures live across shared drives, inboxes, and people's heads. We build assistants that answer from approved sources with references, and agents that can take defined actions in your tools with appropriate permissions and oversight.
AI Agents & Knowledge Assistants
What we can build
Internal knowledge assistants
Answers grounded in your documents, with links to the sources so people can verify.
Sales and operations copilots
Help preparing proposals, summarizing accounts, drafting replies, and checking procedures.
Customer support assistants
Draft responses from your knowledge base and route complex cases to your team.
Research and document analysis
Agents that review long documents, compare versions, and summarize findings for a person to confirm.
Tool-using agents
Agents allowed to look up, create, or update records in approved systems, within clear limits.
Access control and escalation
Role-based visibility so people see only what they should, plus handoff to a human when needed.
Illustrative use cases
Where this tends to help
Examples of the kinds of problems this service addresses. They are not client case studies.
Policy and procedure Q&A
Staff ask how something is done and receive an answer citing the current procedure document.
Proposal preparation
A copilot pulls relevant past language and project details to draft a first version for review.
Support triage
Incoming tickets get a suggested reply and category, with uncertain cases escalated.
Typical deliverables
- Source inventory and content preparation plan
- Assistant or agent deployed where your team works
- Permission model and escalation rules
- Evaluation set of real questions with reviewed answers
- Usage and feedback reporting
- Admin guide for updating sources
What we need to assess first
- Which documents and systems are authoritative
- Who should be able to see which information
- Which actions, if any, an agent may take on its own
- How answers will be reviewed and improved over time
- Where people will use it: chat, email, browser, or an existing tool
Questions
Will the assistant make things up?
Any language model can be wrong. We reduce that risk by grounding answers in approved sources, showing references, testing against real questions, and routing uncertain cases to people.
Does our data train a public model?
We select providers and settings appropriate to your requirements and document how data is handled. We'll review the options with you before anything is connected.
Can it work inside Slack or Microsoft Teams?
Tools such as Salesforce, HubSpot, Microsoft 365, Google Workspace, Slack, and common ERP platforms are often possible to connect, but every connection depends on your plan, permissions, and available APIs. We confirm compatibility before committing to a design.
How autonomous are the agents?
As autonomous as you decide, within limits we agree on. Most businesses start with agents that draft or recommend and a person who approves.
Have a process in mind?
Describe it in your own words. We'll review it and respond with practical next steps, not a sales script.