Ground it in approved knowledge
Start with a defined document collection or connected source and decide which information is authoritative enough to answer from.
AI knowledge agent / BAY AREA
Ask your business.
Get the approved answer.
Give employees an internal AI knowledge base and assistant grounded in approved SOPs, policies, manuals, documents, and company knowledge with citations and access controls.
DREAM PROTOCOL / IMAGINED SCENE. REAL PURPOSE.
Your company answers itself / Dream ProtocolA practical starting point
AI knowledge agent.
Built around your work.
The answer is often somewhere inside the company, buried in a SharePoint folder, PDF, SOP, handbook, or old document. A knowledge agent gives staff a faster way to find approved information while keeping the source visible.
Keep the source visible
Return answers with citations or source links so employees can verify the underlying policy, procedure, or document instead of trusting an unsupported response.
Control who can see what
Scope user access, source permissions, update rules, and the situations where the assistant should say it does not know.
An illustrative workflow
An employee asks how to process a return
The assistant answers from the approved SOP, cites the relevant section, and points the employee to the current source document instead of inventing a process.
Context→Clear rules→Next step
Example only. The final workflow is agreed with your team.What’s included
From $3,500 / project
One initial knowledge collection and one user experience. Data sources, permissions, update process, and answer-verification requirements are scoped first.
- One approved knowledge collection
- Grounded answer experience with source references
- Access and update rules for the agreed scope
- Testing against real employee questions
- Handoff documentation and support options
Software licenses, third-party usage, custom APIs, data cleanup, and additional scope are quoted separately where needed.
Build my starting point ↗A little more clarity
Questions, answered.
Can it connect to SharePoint or Google Drive?
Often, yes. Feasibility depends on the source, API access, permissions, identity model, and how current the knowledge needs to be.
Does it train the AI on our private data?
The architecture and data flow are reviewed during scoping. We choose an implementation that matches the approved systems and handling requirements.
What happens when the answer is not in the documents?
The assistant should say it does not have an approved answer and route the user to the right person or source.
READY WHEN YOU ARE
Make room for
what matters.
Tell us where the day gets away from your team. We'll map a practical starting point, what the system could handle, and where a person stays in control.