Connect AI to useful information and actions
Answers from your documents
Make policies, product information and internal guidance searchable through a conversational interface. Answers can link back to source material so staff can check the detail.
Customer service assistance
Use approved information to draft replies, classify enquiries and collect the details needed by your team. Unclear requests can be handed to a person with the conversation attached.
Actions in existing systems
Connect narrowly defined tasks such as looking up an order or preparing a record. Access permissions, allowed actions and approval rules are set before the integration is enabled.
Test the languages your customers actually use
For a Hong Kong support assistant, include Traditional Chinese, English and mixed Cantonese wording in the evaluation set. Test company-specific product names, incomplete questions and documents that disagree. Agree when the assistant should cite a source, ask for clarification or transfer the conversation to staff.
Choose an assistant or an agent by its permissions
Searching a policy and changing an order are different scopes. Start with read-only access where the task allows it. For actions, specify the permitted fields, approval owner and recovery route. Estimate model usage, document indexing and hosting separately from the implementation fee.
Your deliverables
- Document ingestion and access rules for the agreed knowledge sources
- Assistant interface and scoped system connections
- Evaluation questions, fallback behaviour and usage monitoring
Before we scope the work
Choose one use case and supply representative documents and questions. Identify who may access each source, which actions the assistant may perform and where staff should take over.
Project questions
Will it always give the right answer?
No model can guarantee that. We test representative questions, require source references where appropriate and design a fallback for missing information. Sensitive actions can require human approval.
How are AI running costs handled?
Model API calls, document processing, storage and hosting are ongoing costs. We estimate them against expected usage and agree limits and alerts during scoping.
