Internal Knowledge Agent
Stop being the answer key for your whole team.
Every "what's the warranty on this," "what did we quote the Johnson job," "where's this insurance doc" question, answered instantly by an AI trained on your SOPs, pricing, and paperwork — instead of pulling you off higher-value work.
The problem
The answers live in one person's head — and everyone waits on them.
In most established service businesses, the real operating manual is the owner or a senior lead. Warranty terms, what was quoted on a past job, which supplier to use, where a permit or insurance document lives — the fastest way to find out is to interrupt someone who is already busy.
It looks like a small tax until you add it up: a tech waits on hold in a customer's driveway, a quote goes out wrong because nobody checked history, and the owner spends the day answering the same questions instead of running the business.
What we build
What we build
- An assistant trained on your own SOPs, pricing history, warranty terms, and FAQs
- Answers drawn only from your documents, with the source shown so staff can trust it
- Access from the field by phone, text, or chat — wherever the question comes up
- Controls over what the agent can and cannot surface, by role where needed
- A simple way to keep it current as documents and procedures change
What changes
What changes
- A tech in the field gets an accurate answer in seconds, without calling the office
- New hires get up to speed without shadowing someone for every question
- Quotes and warranty answers stay consistent because they come from one source
- The owner stops being the bottleneck for routine questions
Typical scope
Typical scope
Scope depends on how much material exists and what shape it is in. A tidy set of SOPs and a price book is quick; years of scattered documents across drives and inboxes is the part that takes time to organize first.
Every operation is different — final scope and price are set after the free diagnostic.
Ready when you are