Enquiry & qualification assistant
Bring a new enquiry, useful context and a prepared first response into one review.
Explore the concept← AI agents & workflowsUseful context.
Support & knowledge assistant
Useful context.
Better prepared support.
An assistant that helps triage incoming questions, retrieve relevant approved knowledge and prepare responses or handoffs for your team.
One job. A useful response.
Fictional business · Illustrative previewA question about the work
What happens
before we import
the records?
Customer workspaceFictional project knowledge
Review the sample.
Then agree the import.
The project notes say the sample records should be reviewed before importing. Jamie owns that open review task.
“Review the sample records before importing them.”Customer workspace · Project notes
Still to confirm
Source-linked example answerThe available records do not specify the import date or confirm that the review is complete.
The work behind the task.
A simple question can still require a search across documentation, customer history and previous conversations. A difficult one needs that context before a person can help.
One possible workflow
From the brief
to a useful next step.
A question arrives
A customer asks how a process works. The assistant has access to the approved help material for that task.
A grounded draft
The support assistant retrieves relevant passages and prepares a draft, or highlights the information it cannot establish.
A useful handoff
A support person checks the source and response. Requests outside the agreed scope go to the appropriate reviewer.
A scoped concept, not a live run. Sources, permissions and review rules are agreed before implementation.
Built around your work
Useful at
every step.
Search the agreed knowledge sources and relevant request context within the access you approve.
Prepare a response draft or a concise handoff, with the supporting references alongside it.
Make missing sources, uncertainty and escalation reasons visible to the person reviewing the work.
Feed useful documentation gaps into an agreed improvement process.
A good fit when
There’s a repeatable job worth improving.
- Your team answers recurring questions.
- You have useful documentation that can be maintained.
- The support process needs a clear route for uncertainty and exceptions.
Connected where it helps
The tools
you work in.
- Help desks
- Knowledge bases
- Microsoft 365
- Google Workspace
- Customer records
Illustrative connections. We confirm available APIs, licences, access and ongoing costs for your setup.
A few useful answers
Before we begin.
Can it still make mistakes?
Yes. Source references, review rules and escalation paths help your team check the work. We evaluate the workflow against agreed examples instead of promising that an AI model will never be wrong.
Does it answer customers directly?
The concept shown here prepares work for a support person to review. Any direct response capability requires a separately agreed scope, permissions and evaluation.
What if our documentation is incomplete?
We identify the information the workflow needs during discovery. Improving and maintaining the sources may be part of the engagement.
Start with a conversation
Build around the work you do.
Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.
Book a free consultationA free 30-minute conversation.
A defined first step
£150Blueprint& Prototype
A paid blueprint for one agreed priority.
Explore the BlueprintImplementation and ongoing costs are scoped separately.
