Business knowledge assistant
Answers from approved business documents—with sources.
Help staff find reliable information across policies, proposals and process documents without pretending that every file is current or correct.
Explore a pilotThe working flow
How the work moves.
Before we build anything, we check the documents and the permissions around them. The assistant must be able to say when the material does not support an answer.Receive a question
Search permitted sources
Compare and cite evidence
Answer or surface the gap
Access and responsibility
Enough access to do the job. No more.
It can look at
Approved SharePoint, OneDrive or document locations, respecting the permissions already attached to the user.
It can prepare
Source-linked answers, comparisons, draft procedures and a record of conflicting or outdated material.
People remain responsible for
Which documents are authoritative, how conflicts are resolved and whether a draft becomes official guidance.
Representative output
A useful answer includes where it came from.
When the sources disagree or do not answer the question, the assistant says so. Confident wording is not a substitute for evidence.Answer supported by 3 approved sources
1 older procedure conflicts
Document owner asked to confirm
The pilot
What the first pilot includes.
Source and permission review
Authority and citation rules
Test questions and expected behaviour
Assistant configuration, training and handover
Typical timing
Once the source locations and document owners are agreed, a pilot usually takes two to four weeks.When this is worth considering.
Worth a closer look
Staff lose time looking for established information and you can name a manageable set of documents that should be trusted.Hold off for now
Most documents are obsolete, permissions cannot be trusted or nobody can say which source takes precedence.Practical questions
Will everyone see every document?
No. The assistant should respect existing permissions and be tested with users who have different levels of access.
What happens when the documents disagree?
The conflict is surfaced with links to both sources. A document owner decides which guidance should stand.
Business knowledge assistant