Tools · Agents
Knowledge Assistant
Answers questions from employees (and from the other agents) only from approved documents, citing the source.
- Risk level: Medium
- Implementation complexity: Medium
- Performs tasks
Departments and use cases
- IT and internal knowledge — Documentation, procedures and internal help.
- Customer support — Tickets, e-mail, chat and common questions.
- HR — Policies, employee questions, schedules and documents.
- Operations — Orders, documents, processes and reports.
Human approval
Minimum: Sample review
A person checks a sample of the results afterwards.
A knowledge owner reviews a sample of answers and keeps the documents up to date.
Where a person approves
- The knowledge owner reviews a sample of the answers
Inputs
- Approved documents and procedures
- Questions from employees or agents
Outputs
- Answer with a source
- “I don't know” when there is no source
- List of missing topics
Prerequisites
- Selected, current documents
- Document-level access permissions
- A knowledge base owner
Main risks
- An answer from an outdated document
- Access to a document without the right permission
Required data
- Knowledge base
- Document storage
Integrations needed for implementation
- E-mail, calendar and chatMailboxes, calendars and messaging.
- Documents and knowledgerequiredDocument stores and knowledge bases.
Chat and messaging
Risk level
Medium
Works with personal data or acts externally — rules and review are needed.
Data: Internal documents — access follows the user's permissions.
Implementation complexity
Medium
Dependencies: None
Example workflows
Illustrative examples — they show the order of steps, not a working integration.
Resolving a customer question
- New ticket or message
- Knowledge Assistant
- Customer Support Agent
- Reply or hand-off to a person
Answers from internal knowledge
- Employee question
- Knowledge Assistant
- Answer with a source
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.
