Knowledge Assistant
Find and summarise authorised information with source references.
Agents that connect knowledge, tools and business rules—designed with evaluation, permissions, human approval and fallback from the start.
For teams working across multiple information sources or multi-step tasks that a question-answer chatbot cannot complete.
Define the outcome, scope and acceptance criteria before choosing technology, so the investment solves a real problem and remains maintainable.
Find and summarise authorised information with source references.
Qualify needs, prepare context and hand the opportunity to a person.
Extract, classify and route documents for human verification.
Gather across systems and prepare a governed action.
Follow a question through approved information to a draft reviewed by the sales team before it reaches a customer.
Check the question and permission to use the input.
Retrieve service facts and identify missing evidence.
Draft a response and questions for the team to check pricing, conditions and accuracy.
Pass the reviewed draft into the agreed workflow with status and an action history.
Sample: a prospect needs a bilingual company website, has existing content and wants editing access. Layout count and integrations are unknown.
A sourced summary and questions about layouts, CMS and timing. Sales estimates the scope and checks the response before sending; unavailable information is escalated.
An illustrative scope example. Integrations and acceptance tests follow each business’s data and permissions.
Connections, permissions and failure states are designed alongside the interface, so a simple front end does not hide operational risk.
Investment includes solution design and development, integrations and recurring model or platform usage. Data quality, risk and evaluation needs usually matter more than the number of screens.
Test coverage and operating responsibilities are agreed for the project before work begins.
Discuss goals, audiences and constraints to define a useful scope.
Make structure and interactions clear before development begins.
Develop the system and test critical journeys across real devices.
Launch, share documentation and use evidence to guide improvements.
Agree test cases, reviewers, account ownership and support before work. Test critical journeys with approved data before launch.
A chatbot usually responds. An agent can use data, call tools and continue through several steps, which requires stronger permissions, approval and monitoring.
Yes when those systems expose a suitable API or integration path. We review LINE OA, CRM, Google Workspace, databases and internal systems before defining the workflow.
We constrain sources and tools, validate outputs, build evaluation sets, log activity and escalate when confidence or policy requires a person. No approach guarantees 100% accuracy.
Estimate tasks, knowledge sources, tools, permissions and evaluation work. Separate development from model/API usage, hosting and knowledge maintenance. Begin with a scoped pilot, pass criteria, human approval points and usage limits before expanding.
Share the context, outcome and systems involved. We will help identify the questions to answer before investing.