Onboarding
“What steps should I follow to onboard a customer?”
Look up procedures, guides, and checklists.
Applied AI / Knowledge assistants
When a business grows faster than its documentation, finding an answer can depend on knowing the right person. We build AI assistants that search internal sources and show where the information comes from.
01 / Where it can help
Illustrative examples; answers depend on your sources and permissions.
Onboarding
Look up procedures, guides, and checklists.
Internal support
Find instructions and escalation criteria.
Technical knowledge
Locate information in manuals and approved documentation.
02 / How it works
RAG means retrieval-augmented generation: finding relevant information before generating an answer.
Choose approved documents, who can access them, and how they stay current.
The application finds passages relevant to the question.
AI uses those passages to draft an answer with source references.
A reference makes an answer reviewable; it does not guarantee correctness. We evaluate errors, missing information, and when to ask a person for help.
03 / A focused pilot
Before building, we review whether your sources and needs suit an assistant. Sometimes improving documentation or search is the more useful first step.
A representative set of documents your team is authorized to use, along with questions that are difficult to answer today. We review formats, quality, and freshness before defining the scope.
We define permissions and access boundaries before connecting sources. The provider, hosting, and data handling are agreed based on the project’s needs.
We review existing systems and their integration options. Available connectors or APIs and the required permissions determine what can be included.
We agree on criteria before the pilot: answer quality, support from sources, time to find information, and usefulness to the team. We measure outcomes rather than promise them in advance.
A useful starting point
Bring a process, a data problem, or a technical question; we’ll find a useful first step together.