Recover the context. Prepare the next action.
Service businesses rely on cases, conversations and knowledge. We design tools to find the context of a request, prepare work and organise handovers between the people involved.
Understand your context.
Confidentiality and case separation guide the project. We define useful sources for each task, user permissions and the points where someone must check or complete a result.
Situations to explore.
- Help teams find relevant methods and document templates when preparing their work.
- Prepare enquiry information in the tracking tool after agreed approvals instead of re-entering it several times.
- Suggest a summary of selected conversations in a case, for review before use.
A scope defined with you.
- Defined boundaries for cases and sources.
- Access rules for the people involved.
- A prototype using representative requests.
- An approval workflow and usage documentation.
A practical method.
- 01
Identify repetitive work.
We examine recurring searches, preparation and manual handovers. The initial use case is chosen with users.
- 02
Separate contexts.
We specify which information can be viewed together and by whom. Processing and data destinations are assessed before integration.
- 03
Evaluate useful results.
Tests examine result quality and how people verify it. We plan corrections and what to do when context is missing.
Your questions.
Can an assistant access every case?
Its scope must be explicit. We define authorised sources and permissions so document search does not expose restricted information.
Can someone review the result before use?
Yes. The tool can prepare a suggestion, show its sources and request approval. The person retains the decision over the next step.
Can you integrate the feature into our application?
We examine its code or exchange options. Integration depends on available interfaces, formats and access conditions.
Solutions to consider.
Document assistant
A document assistant connected to your sources, helping people find procedures and knowledge with checkable answers and defined access.
Explore the solutionProcess automation
Connect your tools and simplify repetitive work with defined automation, human approvals and exception handling.
Explore the solutionAI integration
Integrate an AI model into an existing application or workflow, with defined context, permissions and necessary approvals.
Explore the solution