Document assistant

Find the right information in your documents.

Your answers often already exist, scattered across procedures, folders and tools. A document assistant can help your team find useful information without having to know every location.

Let’s discuss this need

The starting point.

The project starts with the sources and questions your colleagues actually use. We examine quality, updates and permissions before selecting the search journey and the model’s role.

Use cases to explore.

  • Help a support team find the passages in a procedure needed to draft a reply, with a link to the document for verification.
  • Let a new colleague search a selected onboarding collection and find the people or documents needed to complete a task.
  • Help a technical team find instructions across multiple versions, distinguishing the current reference from historical documents.

What the project can include.

  • An inventory of sources and their owners.
  • A search prototype using a selected document collection.
  • Answers linked to available source passages.
  • Tests for relevance, permissions and missing information.

How to move forward.

  1. 01

    Select the knowledge.

    We select documents relevant to the first use case and identify their update frequency. Conflicting or outdated material needs to be identified.

  2. 02

    Test real questions.

    Representative requests let us assess answers, sources and situations where the assistant should report insufficient information.

  3. 03

    Establish the right workflow.

    We define where to use the assistant, how to check its references and who maintains the collection. Integration and permissions follow this workflow.

Your questions.

Can we start with just a few documents?

Yes. A small, carefully selected collection lets you test search against a specific task. Its organisation and reliability matter more than immediately collecting large numbers of files.

Are the answers always correct?

Generated answers can be incomplete or wrong. We plan accessible references, test cases and a verification process suited to the consequences of using the answer.

How are new documents added?

That depends on available connections. We define manual or automated updates, along with rules for replacing versions and removing sources that are no longer needed.

A first conversation

Let’s talk about your project.

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