Internal knowledgePilot → company-wide rollout
For: teams drowning in repeated “where's the doc for…?” questions
We turned scattered SOPs, handbooks, and policy docs into an agent the whole team can ask in plain language. Every answer cites the source it came from, and it refuses to guess when something isn't documented.
Case study
One place to ask how the company actually works — answered from your own SOPs
Challenge
Policies and procedures lived across wikis, PDFs, shared drives, and a few people's heads. New hires asked the same questions for weeks, experts lost hours to repeat answers, and stale docs quietly handed out wrong ones.
Important requirements
- Every answer had to cite its exact source — no unattributed claims
- Sensitive topics (PII, legal, compensation) must escalate to a person, not improvise
- Answers had to stay current as SOPs change, without a manual re-train each time
What we did
- Indexed existing SOPs, handbooks, and policy docs — no rewriting required
- Every answer links the specific document and section it came from
- Scope and confidence guardrails: out-of-scope or low-confidence questions route to the right human
- Answers refresh automatically when the underlying documents change
Results
Self-served, with sources
Onboarding questions
Materially fewer
Expert interruptions
Cited to a document
Every answer
Escalated, never guessed
Unknowns
What we delivered
Retrieval over your docsCitation-first answersScope & confidence guardrailsAuto-sync with source docs
What we didn't automate
- The final word on legal, compensation, or HR-sensitive matters
- Answering when the source isn't in your documents
- Acting on a request — it answers; people decide
Next step
Similar challenge?
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