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AI assistants

Answers your team can trust.

An assistant that knows your business. It searches your own documents, email and systems, answers in plain language, and shows the source of every answer, so your team can check it before acting on it.

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From our team’s past work

A healthcare technology company

Language tools that read clinical charts and suggested ICD-10 codes, each one tied to the words in the chart that supported it, so coders could check and accept them quickly.

Read the example

Example: a fictional CFO asks why net revenue retention dropped in Q3. The analyst answers that it fell from 112% to 104%, explained by seat cuts at three mid-market accounts (minus 5 points), one enterprise downgrade (minus 2) and renewals signed late (minus 1), shows the last four quarters, names the billing, CRM and close-pack sources, and holds the draft for finance to review because the quarter has not closed.

Example An illustration of the kind of thing we build. All names and figures are fictional.

What we build

What it looks like in your business.

  • Answers from your own files

    Ask about a client, a contract or a past job, and get the answer with the document it came from.

  • Drafts your team approves

    Replies, summaries and quotes drafted from your records, waiting for a person to send them.

  • A second pair of eyes

    Flags what looks wrong or missing, like a policy about to expire or a figure that does not match.

  • An assistant for your customers

    Answers common questions on your website or by email from your own policies and price lists, and hands anything else to a person.

How it works

How your team uses it.

  1. 01Connect your sourcesWe connect the assistant to the places your answers already live: shared drives, email, your CRM, past quotes and contracts. Each person only gets answers from what they are already allowed to open.
  2. 02Ask in plain languageYour team asks the way they would ask a colleague, like “What did we quote Peachtree Dental last year?”, from a browser or a phone.
  3. 03See where it came fromEvery answer links to the document, email or record behind it, so anyone can check it in one click.
  4. 04A person decidesThe assistant finds, drafts and flags. Your team approves, sends and signs off.

Is it for you?

You might need this if…

  • Your team spends hours searching email and shared drives for answers.
  • The same questions come in every week.
  • What the business knows leaves when a senior person is out.

Where it helps

Who we build it for.

Common questions

What people ask us first.

Will it make things up?
Any AI can be wrong, so we design for checking. Every answer shows its source, and when the assistant cannot find support for an answer, it says so instead of guessing.
Who can see what?
The assistant follows the permissions you already have. A person only sees answers drawn from documents they could open themselves.
Is our information used to train AI models?
We build on business AI services whose terms keep your data out of model training, and we go through those terms with you before anything is connected.
What does it work with?
Common places like Google Workspace, Microsoft 365, shared drives, CRMs and PDFs. If your information lives somewhere unusual, we look at it during discovery.

How we work

Tell us what is slowing your team down.

A free discovery call, then a written recommendation with one agreed price. A deposit to start, and the rest when it does the job.

Book a free discovery call (opens Google Calendar in a new tab)See how we work