Source and access design
Identify approved documents or records, their owners, update cadence and user permissions. Retrieval must not make a private source public to another account.
AI agents & assistants
AI assistants and agents for defined business tasks. Test the answers and actions that matter before allowing a system to operate with real customer data.
An AI assistant is useful when a person has a repeatable information task with source material, a clear review point and a way to recognize a wrong answer. We begin with what the user asks, what data may be retrieved and what the assistant is allowed to do. Drafting a response is different from sending it or changing a customer record. That authority boundary determines the product more than the model name does.
A scoped implementation can bring together the information, controls and evaluation needed for one task:
Identify approved documents or records, their owners, update cadence and user permissions. Retrieval must not make a private source public to another account.
Describe which answers are advisory, which requests need confirmation and which actions need a named human approver. Log the decision without exposing sensitive text broadly.
Use representative questions, missing-information cases and unsafe requests to check usefulness, refusal and the route to a person before wider access.
Explore Evaluation setModels may misunderstand a document, omit a condition or present outdated information confidently. We show sources where appropriate and set review requirements for legal, financial or customer-impacting decisions. Provider terms, data residency, model costs and retention have to be checked against the chosen service and your policy. This page promises neither autonomous accuracy nor a particular return on investment.
A limited pilot can start with internal users and a narrow set of approved material. They report answers that were useful, incomplete or wrong; the team decides whether to revise the content, retrieval logic or task boundary. If action-taking is introduced, each permission and reversal path is tested separately. The business decides when customer information may enter the workflow and who handles an exception.
The handover records source ownership, prompt and tool configuration, access controls, evaluation cases, cost signals and who can disable an action. It explains how new content is approved and how a reported wrong answer is investigated. Continuing review is essential as documents, policies and model behavior change. A system should remain useful even when it must say it does not know.
Some of the teams we have worked with.
Across talent, fitness, mobility, payments and local commerce.That depends on the agreed task and risk, but we begin with a defined authority boundary. A draft-and-approve route is appropriate when the answer could misstate a policy, commitment or customer fact.
We define representative questions and expected behavior before rollout, then review source use, errors, refusals and escalation. A polished demonstration alone is not evidence of reliability in your workflow.
EXPLORE
Connect support requests, customer context and approved knowledge so people can find answers and staff can handle exceptions.
Explore Customer support automationGuideEvaluate an AI customer assistant against representative questions, access boundaries and escalation behavior. Answer fluency is not enough to establish reliability.
Explore Evaluating an AI customer assistantServiceAutomation maintenance for workflows, integrations and connected services. Find failures early and manage changes without losing track of what already ran.
Explore Automation maintenanceService hubBusiness automation, CRM integrations and AI implementation for defined operational tasks. Connect systems without hiding the rules or the exceptions.
Explore AI & automationShare what exists today and what you want to change. We can discuss the scope, dependencies and a practical way forward.