01
Customer service
Where is order 1042?
Retrieve the authorised order record and delivery status. Pass a missing or conflicting answer to a person with the context attached.
AI assistants · Connected to the work
Ask a question. Get somewhere useful.
“When will this order arrive?” “Where is that procedure?” Give your team a more direct route to authorised information, with useful source references and a person to help when the answer needs a closer look.
Explore an AI use caseOrder supportA useful answer starts with a source.
The question
When will order 1042 arrive?
Connected assistant
Order 1042 is scheduled for Friday. It contains 12 items and is awaiting dispatch.
Order record · 1042Delivery status found
Put it in the context of your work
Picture this in your business.
Different businesses. Familiar problems. Here are a few useful places to start.
02
Internal knowledge
Which procedure should I use?
Find the relevant approved document and point back to the source, rather than asking colleagues to remember every detail.
03
A busy operations team
Can I ask instead of opening five screens?
Explore a focused text or voice interface for a read-only lookup or a controlled request inside your existing application.
The problem
The useful answer often lives behind another screen.
Someone needs a stock location, a job update, a procedure or the next person to contact. The information exists, but finding it means switching tools, asking colleagues or waiting for a reply.
An assistant can provide a more convenient starting point when its knowledge, permissions and actions are carefully defined.
What we can build
Start with a task worth making easier.
- Business-data assistants. Retrieve approved records through defined queries and APIs.
- Knowledge assistants. Help people find relevant procedures and documents, with references where the source supports them.
- Request routing. Collect the required details and send a request into the appropriate workflow or queue.
- Text and voice interfaces. Explore an interface inside an existing application, or a focused voice pilot.
- Human review dashboards. Show unresolved requests, conversation summaries and work that needs attention.
How it works
Clear access. Defined actions. A visible handover.
We agree the assistant's job, identify the sources it may use and define the actions it may request. Access checks and workflow rules stay in the application. Important actions can require review, and uncertain requests can be handed to a person with the relevant context.
A pilot is tested on representative questions, incomplete requests and cases outside its scope. That establishes what works before the assistant is expanded.
How this service works
From a customer question to an answer with a source.
A support team wants delivery answers from authorised order records.Follow the example through five stages, with a clear output at each step.
01Understand
Start with the questions people actually ask.
We review recurring support questions, the information needed to answer them and the requests that need a person. We inspect where the records live and how access is controlled.
What you take away
A question set, source inventory and boundaries for the assistant.
The starting pointStart with the inputs.
01Customer question
02Order record
03Support guidance
The question to resolveCan we answer this—or should a person help?
02Agree
Agree what the assistant may answer or do.
The first pilot reads delivery status from authorised order records. It shows the source and asks for help when information is missing. We agree data access, provider dependencies and the escalation route.
What you take away
A focused pilot scope and clear answer/action limits.
The agreed scopeA focused first result.
- Read authorised order status
- Show the information source
- Route unsupported changes to a person
Keep the boundaries clear
Payment decisions and unapproved record changes are outside the assistant’s role.
Confirm access, dependencies and costs before work starts.
03Build
Connect the conversation to useful information.
You review the answer alongside its source record. We refine the wording, missing-information prompts and handoff so the assistant fits the team’s actual support process.
What you take away
A reviewable assistant connected to the agreed sources.
A view to reviewMake the work visible.
First working view
01Question · When will order 1042 arrive?
02Source · Order record 1042
03Answer · Friday; awaiting dispatch
Review together → refine the important details
Check it against the purpose
Does this view make the next decision clearer for the person using it?
04Test
Test useful answers and sensible limits.
Representative questions include delivery updates, missing orders and address changes. We check that the assistant uses the right record, respects access and does not fill an information gap with a confident guess.
What you take away
An evaluation set, documented limitations and an escalation path.
The checks that matterThe condition changes the decision.
The input or conditionOrder 1042 · Friday · awaiting dispatch
Expected resultAnswer with the order source
The response uses the authorised record, not an invented tracking update.
Agree the check. Inspect the result. Keep exceptions visible.
05Hand over
Give the team a way to keep answers current.
The handover explains source ownership, provider configuration and how to review poor answers. New knowledge or actions need a controlled update and another round of relevant checks.
What you take away
A source-maintenance guide and a review process for assistant behaviour.
Ready for everyday useThe result comes with context.
Sources & permissions
The records and guidance the assistant can access, and who keeps them current.
Limits & escalation
Unsupported requests, missing information and the handoff to the support team.
Review & improvement
A question set, evaluation approach and a way to report answers that need attention.
The next stepKnow how to use it.
Know who owns it.
Know who owns it.
Maintenance and continuing support are agreed around the project.
See the wider approach to scope, collaboration and handover.
How we work togetherA few useful answers
Questions before
the first conversation.
Can an assistant use our SQL data?
Yes, through a suitable integration. The application should expose authorised lookups rather than give a model unrestricted database access.
Can it work inside an application we already have?
That is often the best starting point. We review the application's architecture and available APIs before choosing the integration.
Can it make changes as well as answer questions?
Potentially. Each action needs a defined scope, permission checks and an appropriate confirmation or review step.
Can you build an AI phone assistant?
A scoped phone or voice pilot is a possible project. Call handling, provider costs, consent requirements and human escalation need to be agreed before it becomes a live service.
The next useful conversation
Which question or request keeps interrupting your team?
Tell us what people ask, where the answer lives and what should happen after the conversation.
Explore an AI use caseStart with what needs to changeA report I keep rebuildingA task I keep repeatingA website we’ve outgrownSomething else entirely