Document and Knowledge AI Agent
Every answer traces back to a source you own
Turn company knowledge into a searchable internal AI assistant. Semantic retrieval, permissions, and citations — not a black-box chatbot.
Multi-format ingestion
PDF, Word, Excel, SharePoint, Confluence, Notion, Google Drive, databases, and websites — kept in sync as content changes.
RAG pipeline & semantic search
Embeddings, semantic chunking, hybrid retrieval and reranking so the agent pulls the right policy — not the loudest document.
Permission-aware answers
Respects SSO and document ACLs. Users only see what they are already allowed to open.
Source citation & audit
Every reply shows which sections were used — ready for compliance review and continuous corpus cleanup.
One assistant, tuned for how each team works
Customer Support
Agents and customers get instant answers from your knowledge base.
- Agent Assist Copilot
- Customer Help Center Bot
- Ticket Deflection
- Product Documentation Q&A
- Troubleshooting Assistant
- Onboarding Guide Bot
- Multilingual Support
Sales & Marketing
Surface the right content at the right moment in a deal.
- Sales Enablement Assistant
- Competitor Battlecards
- Proposal & RFP Assistant
- Marketing Content Search
- Case Study Finder
- Objection Handling
- Campaign Brief Assistant
Finance & Collections
Fast answers on policy, terms and compliance.
- Expense & Policy Assistant
- Finance SOP Assistant
- Contract Terms Lookup
- Audit Support Assistant
- Vendor Agreement Search
- Billing Policy Q&A
- Compliance Assistant
HR & Operations
One place for employees to ask internal questions.
- HR Policy Assistant
- Employee Handbook Bot
- Onboarding Assistant
- Benefits Q&A
- IT Helpdesk Knowledge Bot
- SOP & Process Assistant
- Internal Wiki Search
Process business documents automatically
Extract, classify and validate paperwork — invoices, contracts, IDs, resumes — with OCR, LLM extraction, and validation rules.
Customer Support
Process customer-submitted documents without manual review.
- Support Ticket Attachment Parsing
- ID / KYC Verification
- Claims Document Intake
- Warranty Document Lookup
- Return & Refund Forms
- Correspondence Summarization
- Multi-format Upload Handling
Sales & Marketing
Move deals through paperwork faster.
- Proposal & Quote Generation
- Contract Redlining Assistant
- RFP Response Drafting
- Signed Contract Data Capture
- Competitive Bid Comparison
- Sales Collateral Extraction
- Marketing Brief Parsing
Finance & Collections
Extract and reconcile financial documents at scale.
- Invoice Data Extraction
- Purchase Order Matching
- Bank Statement Reconciliation
- Expense Receipt Processing
- Collections Notice Generation
- Financial Statement Parsing
- Audit Trail Documentation
HR & Operations
Handle people and vendor paperwork automatically.
- Resume Parsing & Screening
- Employee Contract Processing
- Onboarding Paperwork Automation
- Compliance Document Tracking
- Policy Document Classification
- Vendor Agreement Review
- Shipping & Logistics Documents
Production RAG, not a prototype
Models
Claude
OpenAI GPT
Gemini
Llama
Custom fine-tuned
Tech stack
Works with the systems you already use
Connect knowledge sources and document systems without ripping out your stack.
Confluence
SharePoint
Notion
Google Workspace
Slack
Microsoft Teams
Zendesk
Salesforce
DocuSign
SAP
Google Drive
Zapier