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Pilot offer

Private Knowledge Assistant Pilot

Turn SOPs, policies, manuals, onboarding docs, and FAQs into a private answer desk with citations back to the source text.

Best fitSmall operations-heavy businesses: field service, trades, property management, and practical local teams.
Pilot shape10–30 approved documents, one workflow, 10–20 validation questions, and a focused demo/training session.
Trust layerAnswers cite the exact source chunk, so employees and managers can verify instead of trusting a black box.
Problem

Most businesses already have the answers written down somewhere, but employees still hunt through folders, ask a manager, or guess from outdated instructions.

Pilot includes
  • local/private prototype setup
  • document ingestion and searchable index
  • simple web UI for asking questions
  • known-answer validation set
  • short usage guide and next-step report
Example questions
  • What should dispatch do if a technician is late?
  • How quickly should a lost laptop be reported?
  • When are timesheets due?
  • Can customer access codes be stored in personal cloud storage?
Boundaries

The pilot is grounded in approved documents only. Text-based PDFs, DOCX, TXT, and Markdown are supported; scanned/image-only PDFs need OCR first. Real secrets, payment data, recovery codes, and regulated data should stay out of the first pass.

Starter package

Private Knowledge Assistant Pilot: a fixed-scope local/private prototype for one department or workflow. Suggested validation price range: $500–$2,500, depending on document volume, deployment polish, and support needs.

Project details