Less searching
Give staff one place to ask about the sources included in their role and scope.
AI Company Brain
Bring selected SOPs, policies, price lists and other approved documents into an internal assistant. Staff can ask in plain English and follow the source behind an answer.
The business case
Repeated internal questions and time spent hunting for a price, process or document create a cost on every shift.
Give experienced staff more time for decisions, customer work and training that needs a person.
Measure lookup time and repeat questions before and after, then subtract review time, Care and AI usage.
Cost out this workflow →Our six-month payback guarantee
We scope qualifying projects for payback within 3–6 months. If agreed savings have not covered our setup and management fees by month 6, we waive management fees and keep improving the system until they do.
We agree the baseline, the work being automated and the way to measure it before you commit. The clock starts at the agreed go-live date.
Build my payback planYour written proposal sets the scope, current workload, labour rate, outside costs and measurement plan. Qualification is based on your workflow and quote, not the examples on this page.
We compare the baseline cost with the remaining human work, outside bills and added software or usage costs. Each hour and cost is counted once. Time is valued at the agreed labour rate; extra sales are not assumed.
We review the figures monthly and check cumulative value at months 3 and 6. Payback means that measured value covers the setup and management fees paid. Freed staff time counts as capacity value, not an automatic payroll cut.
If the target is not met by month 6, management fees stop from month 7. We continue improvements within the agreed scope at no extra service charge until payback. Third-party software, usage and applicable tax remain payable; new scope is quoted separately.
The guarantee applies to projects with an agreed baseline and measurement plan in the written proposal. Keep the agreed workflow in use and make the records available so progress can be checked. This is a fee-waiver commitment, not a promise of a fixed cash saving or a refund.

Connected knowledge
Bring approved documents into a searchable knowledge base, with source references and permissions that fit your business.
What the work should improve
Give staff one place to ask about the sources included in their role and scope.
Show the supporting document so people can check the detail and understand where an answer came from.
Make approved procedures easier to find while highlighting gaps that still need a person to explain or document.
Built around your business
We identify authoritative documents, agree access rules, test answers against real staff questions, and define how sources stay current. A web interface or supported team chat connection is scoped with you.
The assistant depends on the quality and permissions of its source material. It should acknowledge missing answers. Writing all your SOPs, public customer chat and taking actions across systems are separate scopes.
Inside the scope
Identify the correct SOPs, handbooks, policies, price lists and other approved documents. Resolve competing versions before treating one as the answer.
Build a private internal assistant through an agreed web or team-chat interface. Keep source references close to the answer so staff can inspect the underlying material.
Prepare selected documents and drives. Scanned records, email archives and ticket history need explicit scope because their quality and access can vary substantially.
Define who can see each source and test those boundaries through the assistant. Sensitive information should not become broadly available just because it is searchable.
Use questions staff actually ask to test useful answers, source references and acknowledgement when the information is insufficient.
Document how sources are added, changed or removed, train the team and agree continuing refresh and review work. Question patterns can help reveal gaps in the written process.
From discovery to everyday use
These are planning steps. Your proposal confirms timing, access and the people needed for review.
Our planning estimate is 3–6 weeks for a scoped company assistant. Source cleanup, permissions and the number of systems affect that estimate.
Organise the agreed sources, configure the interface and implement the planned access boundaries.
Test real staff questions, conflicting information, restricted documents and questions the source material cannot answer.
Train staff, hand over the source-management guide and review early questions. Assign responsibility for keeping the underlying documents current.
The practical questions
Questions supported by the approved sources in scope, such as SOPs, policies, price lists and past quotes. Email and ticket history are optional sources. The assistant should show supporting references and acknowledge when the material is insufficient.
Your team defines the roles and approved sources. Those boundaries must be implemented and tested, including questions that might expose restricted material. Sensitive records are not included by default.
You identify the authoritative documents, resolve conflicting versions and supply the questions staff need answered. Gathering and cleaning the source material is often the largest part of your effort, and someone needs to own updates after launch.
Possibly. Microsoft 365 Copilot can use connectors to access external business content as well as Microsoft sources. We assess the tools and licences you already have against your source coverage, permissions and support needs before recommending a separate build.
The fixed quote depends on the number and condition of sources, permission complexity, departments and required connections. Document cleanup and optional archives are scoped explicitly, with ongoing refresh and review work agreed through Care.
A clear starting point
Scoped by the number and condition of approved knowledge sources. Requires a Care Plan from $299/mo.
All prices are CAD, excluding GST/PST where applicable. Your written quote defines the scope.Bring your process and the tools you use. We’ll talk through the starting point.