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Custom AI Assistant Development

Make Your Company Knowledge Findable

The answer usually exists somewhere in your business. We build an assistant that finds it in your documents and systems, and shows where it came from.

  • Answers link to the source document
  • Existing access permissions are respected
  • Built in your environment, and you own the code

The Problem

Most companies do not lack information. They lack a quick way to find the right piece of it.

  • Documents nobody can find

    Policies, contracts and specifications sit in shared drives under names that made sense to one person.

  • CRM data behind reports

    The numbers are in the CRM, but getting them means building a report or asking the one person who knows how.

  • Decisions buried in chat

    Agreements made in chat threads are hard to find later, so the same questions get asked again.

  • Experts as the search engine

    Senior staff spend part of each day answering questions that are already written down somewhere.

The Solution

Four kinds of assistant. Most clients start with one.

  • Document retrieval with citations

    Staff ask a question in plain English. The assistant searches your documents, writes an answer from what it finds, and links to each source so the answer can be checked.

    • Works across common document formats
    • Says so when it finds no source
    • Follows existing folder permissions
  • Plain-English CRM queries

    A sales lead asks which accounts have gone quiet. The assistant turns the question into a query, runs it with read-only access, and shows the filters it used.

    • Read-only by default
    • Shows how the result was produced
    • Limited to the fields you approve
  • Governed website chatbot

    Visitors get answers drawn only from content you have approved. When the assistant has no approved answer, it says so and offers a handover to a person.

    • Approved content only
    • Handover to your team
    • Conversations logged for review
  • Internal help desk assistant

    Staff ask about IT, HR or process questions. The assistant answers from your internal guides and raises a ticket when the question needs a person.

    • Answers from your own guides
    • Creates tickets in your existing tool
    • Gaps in the guides are reported

An assistant can still be wrong. Citations and logs exist so that people can check.

From Kickoff To Production

Five phases. Each ends with something you can review before the next begins.

  1. 1
    Phase 1

    Kickoff

    We agree one use case, the people who will use it, and the questions it must answer well. An NDA is signed before any data access.

  2. 2
    Phase 2

    Data review

    We look at the sources, their quality and their permissions. Out-of-date or duplicate content is flagged for you to decide on.

  3. 3
    Phase 3

    Pilot build

    We build a working assistant for a small group of users, connected to the agreed sources.

  4. 4
    Phase 4

    Evaluation

    The assistant is tested against a set of real questions with known answers. We fix what fails and test again.

  5. 5
    Phase 5

    Production

    We add monitoring, access control and logging, then open the assistant to the wider group. Feedback feeds the next round of changes.

Scope And Pricing

Three scopes. The price depends on the number of sources, users and integrations.

  • One use case, one team

    Pilot

    On request

    • One assistant type
    • A limited set of sources
    • A small group of users
    • Evaluation against agreed questions
    Discuss A Pilot
  • Multiple departments and assistants

    Company-wide

    On request

    • Everything in Department
    • More than one assistant type
    • Sign-in through your identity provider
    • Handover and training for your team
    Discuss Company Scope

You own all code and IP. Terms run month to month with no exit fee.

Production AI vs Proof Of Concept

A demo that works on a handful of documents is not the same as a tool staff can rely on.

Proof of conceptProduction assistant
DataA small sample, loaded by handLive sources, kept up to date automatically
PermissionsEveryone sees everythingAnswers limited to what each user may access
TestingA few questions tried by the builderA maintained set of questions with known answers
Wrong answersNoticed by chanceLogged, reviewed and used to improve the assistant
CitationsOften missingShown with every answer drawn from documents
MonitoringNoneUsage, cost and answer quality tracked
OwnershipOne enthusiastA named owner and a support process

See It Work On Your Kind Of Data

Book a demo. We will walk through one use case and answer your questions about data and access.

Book A Free Demo

What we will cover

  • One use case you choose
  • How sources and permissions are handled
  • How answers are tested

What helps us prepare

  • Where your knowledge lives today
  • Who would use the assistant
  • Any data rules we must follow

Tell Us About Your Use Case

No data is shared before an NDA is signed.

Frequently Asked Questions

Have More Questions?

We choose the model with you, based on your data rules, hosting requirements and budget. The assistant is built so that the model can be changed later.

We configure the assistant to use your data for answering questions, not for training. The exact terms depend on the model provider you choose, and we review them with you before any data is connected.

Yes. Any AI assistant can. That is why answers cite their sources, conversations are logged, and the assistant is tested against questions with known answers before and after release.

The assistant is designed to follow the permissions already set on your sources. We test this with accounts at different access levels before release.

You do. The code is committed to your repository, and all code and IP are assigned to you by contract.