Knowledge assistants

Find the answer. Open the source.

Give your team an assistant that answers from the documents they can access.

Discuss your knowledge sources

Who approves a non-standard discount?

Handbook answer

The sales manager reviews the request before a quote is issued. [1]

Sales handbook

4.2 · Discount approvals

The sales manager reviews the request before a quote is issued. Non-standard discounts must include the business justification and be attached to the opportunity.

View source

Sales handbook · Section 4.2

Content owner: Sales operations. Example source for the sales team.

Illustrative policy example

When an answer
is missing

No source found

The assistant flags gaps so someone can check the policy.

Ask the policy owner

Pass the original question to the document owner. Once they confirm the answer, update the approved source and test the question again.

What we put in place

Source register

A clear list of the documents, locations and owners behind your answers.

Access checks

Role-based checks so each person gets answers from sources they can open.

Answer test set

Real questions to check answer quality, evidence and gaps in your documents.

Which questions slow your team down?

Plan an assistant