Data and control
Authorized sources. Controlled access. Validated knowledge.
The organization defines the sources. The expert validates the knowledge. The team gets answers it can stand behind.
How the knowledge is controlled
Authorized sources
Your organization decides which data sources can be connected: email (Gmail, Outlook), messaging (Slack, Teams), documents (Google Drive, SharePoint, Notion), analytics (Power BI, Tableau), and CRM (Salesforce, HubSpot), among others.
Access to knowledge
The knowledge is available only to authorized teams, based on the privacy levels your organization sets.
Expert review and approval
The expert reviews and approves the knowledge before it is published.
Knowledge traceability
Every answer can be traced back to the knowledge behind it, the reference case, and the review date.
Where an answer comes from
Knowledge: KPI breaches in service contracts · Reference case: availability below target with on-site interruptions · Reviewed August 11, 2026.
Limits and escalation
When the knowledge doesn't cover the case, the assistant says so and escalates the question.
Question log and case review
Questions the assistant can't answer become new cases to review with the expert. This lets your organization spot recurring questions and knowledge that needs to be revisited.
Question log
Illustrative examples.
- Can a penalty be applied if the interruption was reported by email but wasn't logged under the contract?
- Does a breach under the previous contract with the same contractor count as a repeat offense?
- Who authorizes the release of a batch on hold if the head of quality doesn't respond?
- Which preventive maintenance tasks can be postponed without management approval?
Keeping knowledge current
Questions and corrections keep the knowledge up to date. The expert adds new rules or exceptions when the business changes.
Let's figure out where to start.
Tell us which area depends on the knowledge of just a few people.
Request a demo