A company chatbot with controlled access
We configure an authenticated AI workspace around a selected set of company documents. The assistant answers from permitted sources, shows where its answer came from, and escalates when it cannot support a response.
How we put it to work
Step 1 of 4
Decide what belongs in the workspace.
We select approved systems and review their data handling, retention, and access settings. A document owner confirms current versions and identifies material to exclude.
Your teamApproves the sources and the required handling controls.
Step 2 of 4
Keep access attached to the person.
We connect supported identity and permission controls and test accounts with different roles. A failed permission check blocks retrieval rather than falling back to a shared unrestricted account.
Your teamConfirms role permissions and checks representative access tests.
Step 3 of 4
Answer with evidence.
AI retrieves relevant passages and drafts a response with source links. Missing or conflicting policy sends the question to the responsible owner instead of producing a confident guess.
Your teamChecks the cited source before relying on sensitive guidance.
Step 4 of 4
Keep the workspace current.
We define document review ownership, feedback handling, and access removal. The launch checks include attempted cross-role access and questions that should receive no answer.
Your teamApproves source changes and periodically reviews access and behavior.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
