Map the source
Choose current documents and define who may see each source.
Efficiency and operations outcomes
Build an Internal AI Assistant with AI Automation
Staff spend time searching scattered policies and asking colleagues for the same information.
How to build an internal AI assistant
Give authorized staff a searchable assistant grounded in approved internal sources, with citations and a clear handoff when uncertain.
Build the flow
Answer questions with source references and explicit uncertainty.
Review exceptions
Send unanswered or sensitive questions to an owner.
Start with a focused pilot
Pilot with one team and a narrow, maintained knowledge base.
Define the baseline
Record the current tools, owners, handoffs and common exceptions.
Agree on a measure
Helpful answer rate, source freshness and escalations.
Keep people in control
Enforce source permissions and avoid using an answer for employment or financial decisions without review.
We adapt the workflow to your actual service areas, languages, working hours, privacy requirements and connected platforms after discovery. No location or performance result is assumed.
From bottleneck to dependable workflow
Test a narrow path and its edge cases before adding more systems.
Discover
Map the task, source data and accountable people.
Design
Set triggers, mappings, access and approval rules.
Build
Connect systems, validate data and test failures.
Improve
Review the agreed measure and refine exceptions.
Clear answers
Frequently asked questions
Can it read our private documents?+
Yes, after access, retention and document permissions are configured and tested.
How do we keep answers current?+
Assign content owners, review dates and a way to remove outdated sources.
Can it cite where answers came from?+
Yes. Source references make verification easier for the team.
Plan a reliable next step.
Tell us which task or handoff slows your team down. We will map a scoped pilot around this outcome, including its data, owners and exceptions.
Plan an Internal AI Assistant