AI business intelligence

Your company knows.Now you can ask it.

Connect your documents, systems and company knowledge. Give teams an AI assistant that answers from the sources, understands the context and respects each person's access.

Connect your knowledge
Illustration · example sources and answer

Your company sources

  • Documents & policiesGoogle Drive™, Notion. Guides · procedures · files
  • Projects & customersSalesforce, GitHub. Projects · accounts · tickets
  • Business dataPostgreSQL, SharePoint. Databases · ERP systems
  • Team conversationsSlack, Microsoft Teams. Messages · meeting notes

Example platforms. Connect your own systems and APIs, too.

Connected knowledgeMeaning, relationships & access
Your company assistant
A question from the team

What is missing to finish this customer's onboarding?

An answer in context

The agreement is approved. To complete onboarding, collect the security document and update the project owner.

  1. Customer onboarding guide · §3
  2. Customer record · onboarding stage

Access scopeCustomer success team

Follow the answer

Every answer has a path you can follow.

Connect the sources, preserve the context and define what can be shared. Keep each answer tied to the information behind it.

Bring the knowledge together.

Connect relevant resources, prepare their content for retrieval and retain the source, ownership and update context.

Documents, business systems and databases

Find what this person can use.

Combine semantic search and relationships where useful. Filter by role, team and source permissions before composing an answer.

Question context · role-based access

Show where the answer came from.

Respond with references to accessible sources. Define when to ask for clarification, acknowledge missing information or route a question for review.

Source references · uncertainty handling

Shared knowledge. Different questions.

Start where finding information slows the work. Shape the sources, permissions and answers around the people using them.

Support & customer success
Example question

What have we tried, and what should happen next?

Bring the context to the conversation.

Connect tickets, customer records and guides to find the history and relevant next steps without searching across systems.

Possible sources
  • Support tickets
  • CRM
  • Knowledge bases
Operations & finance
Example question

What is missing before we approve this purchase?

Understand what holds up the process.

Bring together policies, orders and operational records, with access suited to each role and the financial information involved.

Possible sources
  • ERP
  • Purchasing policies
  • Supplier documents
People & HR
Example question

How do I request a professional development budget?

Make company policy easier to navigate.

Help employees find policies, benefits and processes while separating general company knowledge from restricted personal information.

Possible sources
  • Company policies
  • Employee portal
  • Onboarding documents
Sales & leadership
Example question

What did we agree with this customer, and what is still open?

Connect what you know to the next step.

Connect meeting notes, proposals and account history to prepare conversations, coordinate teams and identify missing information.

Possible sources
  • CRM
  • Proposals & documents
  • Meeting notes

Knowledge shared. Access defined.

Build the boundaries into the solution: what the assistant can retrieve, what it can share and how its activity can be reviewed.

RBAC

Role and context-based access

Define access by role, team and information type, and align retrieval with the permissions available in source systems.

PII

Personal and sensitive data controls

Plan detection, minimization or masking for sensitive information around your data types and organizational policy.

Guardrails

Clear rules for answers

Define permitted sources, restricted topics and how to respond when available information cannot adequately support an answer.

Governance

Governance that fits your organization

Shape activity records, retention and review processes around organizational requirements with the relevant teams.

Start with one team. Build with room to grow.

Designed around your needs and systems, from a growing business to an organization with many departments.

A first connection with a clear purpose

Choose a team, relevant sources and recurring questions. Evaluate answer quality and permission boundaries against real work.

Expand from what works

Add sources and departments gradually, with consistent evaluations, information ownership and rules suited to each group.

Where does your knowledge get stuck?

Let's start with the recurring questions, the systems holding the answers and the people who need them.

Talk about company knowledge