Approved knowledge sources
Define document owners, revisions and ingestion rules. Superseded content must not silently become the current answer.
Find useful answers in approved SOPs, quality documents and technical records. Scope a knowledge assistant around citations, document versions, access boundaries and the decisions that need a person.
Plan your projectDefine document owners, revisions and ingestion rules. Superseded content must not silently become the current answer.
Make citations and relevant passages inspectable, with an explicit unsupported-answer state when the evidence is insufficient.
Design retrieval around authenticated roles and source permissions. Public demos illustrate this behavior; they are not production access controls.
Test representative questions, incorrect retrieval and missing evidence before connecting an assistant to consequential workflows.
A reference SOP assistant flow that separates document access, answer drafting and reviewer judgment.
Search the approved document set within the requesting user’s permissions.
Check superseded versions, access restrictions and how document changes reach the search index.
Illustrative planning model. Your architecture and deliverables are agreed during scoping.
Retrieve passages from approved documents and show their source and version beside each answer.
A knowledge-search pilot and an evaluation set of supported and unsupported questions.
The problem is clear, but the approach is not.
A bounded experiment, findings and a recommendation on what to validate next.
A prototype is not a production-ready service.
You know the workflow and can agree acceptance checks.
Agreed deliverables, verification evidence and operating instructions for the scoped release.
Changes to scope need an explicit decision on cost and timing.
A live system needs focused changes or ongoing care.
A prioritized backlog, reviewed changes and an agreed maintenance or support boundary.
Coverage, response targets and access are agreed per engagement.
Identify owners, data policies, permissions and the questions worth answering.
Evaluate retrieval and refusals with representative source material and role combinations.
Agree on monitoring, access enforcement and human review before deployment.
Technology is a scoping decision. These are relevant tools and building blocks to discuss against your existing systems, operating constraints and maintenance needs.
Document ingestionRevision metadata
Choose supported formats and update rules around the approved document collection.
Source citationsRole-aware search
Scope search and answer evidence to the user’s authorized documents and the agreed revision rules.
Evaluation casesHuman oversight
Choose model and deployment options after evaluating source-grounded answers and privacy requirements.
Turn quality expectations into reviewable evidence. The exact checks and responsibilities belong in the project scope.
Check that answers cite the relevant approved passage and do not silently rely on obsolete revisions.
Test restricted roles, unsupported questions and missing evidence before releasing access to users.
Document evaluation results and escalation rules; the public synthetic demo is not a validated operational assistant.
Practical answers to help turn your idea into a scope everyone understands.
A controlled workflow should make insufficient evidence explicit, rather than inventing an answer. Evaluation must include those cases.
No. The demo contains synthetic SOPs and has no document upload. Private deployment and data handling are separate project decisions.
The intended design must enforce the source permission model during retrieval and delivery. The demo only simulates roles for illustration.
Bring the problem you want solved. We’ll shape it into a project brief you can keep — or let AI draft a first approach.