An AI assistant that knows your business — and knows when to ask you.
Help customers find answers, prepare everyday work, and save your team time. You choose what information AI can use, what it can do, and what needs a person.
✓ Uses your approved information ✓ Follows your rules ✓ Involves a person when needed
Customer support assistant
Do you offer weekend appointments?
Our regular appointments are Monday to Friday. I can take your details so the team can check whether a weekend appointment is possible.
↳ Source: Booking Policy
✓ Based on approved information · No booking promised
Illustrative preview — not a live AI chat.
What could AI help you with?
Practical ways to save time and stay responsive using your business information.
Customer Questions
Answer common questions, collect enquiries and pass unusual requests to a person.
Team Knowledge
Help employees find procedures and approved answers in company documents.
Documents & Emails
Find selected details, draft summaries and flag information for checking.
Writing & Content
Prepare replies, descriptions and posts using supplied facts, ready for your approval.
Try an AI assistant
See how it answers, where information comes from, and when it involves a person.
INTERACTIVE EXAMPLE · SCRIPTED DEMO
What happens when someone asks your assistant?
Choose a question. See what the customer receives, which information is checked, and when the assistant asks a person.
Answer supported by an approved policy
The assistant finds the matching information before replying.
- 1Question received
Customer asks about estimates.
- 2Knowledge checked
Services & Estimates Policy contains the answer.
- 3Rules checked
General service information may be shared.
- 4Response prepared
Answers from the policy without making commitments.
Safe to answer with the supplied policy information.
What this demonstrates: Approved business knowledge + clear rules + a human handoff when needed. AI can still make mistakes; real implementations need testing and oversight.
This is a scripted educational example, not a live AI assistant. Answers refer to a fictional business. No questions, customer details or messages are collected or sent.
A good assistant does not need to answer everything. When important information is missing or a request is outside the rules, it can ask for clarification or pass the question to your team.
Now see where the answers come from
In the next demo, switch company documents on and off to see which answers remain available — and which requests still need a person.
You set the rules
Choose where information comes from, what the assistant can say and what needs approval.
A few rules can make a big difference
These are example safeguards that can be configured and tested for a real assistant.
Use approved information
Selected policies, files or pages — not unrestricted access to company data.
Don’t guess when information is missing
Ask for clarification or send the question to a person.
Get approval for sensitive requests
Discounts, refunds and important changes require the right permissions.
Let customers reach a real person
Provide a clear handoff path with relevant conversation context.
Keep record editing off by default
Only enable actions after permissions, limits and testing are in place.
Can AI still make mistakes? Yes. AI can make mistakes. We reduce the risk with approved information, access controls, careful testing and human review. No setup can promise perfect accuracy.
Where do answers come from?
It doesn’t need to know everything. Just the right things about your business.
INTERACTIVE KNOWLEDGE DEMO · SCRIPTED EXAMPLE
What happens when you change the information AI can use?
Turn example documents on and off. Then ask the assistant a question to see what changes — and what still needs a person.
Approved knowledge
4 of 4 sources available
Services & estimates
FAQ & servicesPreview sample information
Free written estimates are available for standard services. Final repair prices are confirmed only after the team reviews the job.
Business hours
Company informationPreview sample information
Office hours are Monday to Friday, 9 AM–5 PM. The office is closed on Saturday and Sunday.
Booking policy
Customer policyPreview sample information
Weekend appointments may be requested, but availability must be confirmed by a team member. No appointment is guaranteed without confirmation.
Discounts & refunds
Approval policyPreview sample information
Only the business owner may approve discounts or refunds. An assistant must not promise or issue them independently.
Choose a customer question
Are estimates free?
Yes. Free written estimates are available for standard services. Our team confirms final prices after reviewing the job.
Evidence available — no binding commitment made.
What would the business owner see?
A customer asks about estimates.
Services & estimates is enabled.
This information may be shared.
Give a source-based answer.
Your assistant does not have to search everything. We select appropriate sources, configure access, and test answers against the approved documents. Source-based responses reduce risk but do not guarantee perfect accuracy.
AI + Human: a team, not a replacement
The assistant takes care of repetitive information tasks. Your team stays responsible for important decisions.
Routine requests
Find answers, draft responses and collect basic details.
Human decisions
Approve exceptions, handle sensitive requests and maintain your business policies.
Every question takes time
Customer asks → Owner opens the message → Finds a policy → Writes and sends the answer.
Routine answers take fewer steps
Customer asks → Assistant checks approved knowledge → Answers or passes the question to a person.
You still decide: approvals, exceptions and sensitive matters.
Realistic examples
Explore how different assistants might work in everyday businesses.
Customer Support Assistant
Uses approved service and policy information to answer common customer questions and hand over exceptions.
Team Knowledge Assistant
Helps employees find approved procedures and answers in internal company documents.
See the full process, not just the answer
This area is reserved for two short walkthroughs: a website customer assistant and an internal team knowledge assistant.
Customer Support
A question, an approved source, and a handoff when needed.
Video / animation coming later
Team Knowledge
An employee finds the right company procedure without searching folders.
Video / screenshot coming later
When you might not need AI
Sometimes a simpler solution is better.
If you only have a few fixed questions, a clear FAQ page might be enough. If the task follows the same steps every time, a standard automation may be more reliable and less expensive.
Setup, tools & costs
We choose tools based on your needs, existing systems and budget.
Already using Microsoft 365?
Selected SharePoint content and a suitable Microsoft agent platform may provide a practical starting point. Licences and use charges depend on the setup.
Need something simple for your website?
We can assess a suitable website assistant, connect approved information, and configure review and handoff rules.
Typical costs: initial setup and configuration, possible platform subscription or usage charges, keeping knowledge up to date, and optional integrations.
How we work together
A straightforward process, from one useful idea to a tested assistant.
Explore
Understand one task and decide whether AI is a good fit.
Set up & test
Configure knowledge, rules and handoffs; test realistic questions.
Launch & improve
Review test outcomes, agree costs and support, then monitor and improve after launch.
Not sure if an AI assistant is right for your business?
Let’s look at your tasks, information and options — without obligation.