1 questioninstead of 5+ services
AI Knowledge Agent
A private AI agent connected to your documents, CRM and finance systems. Employees ask questions and get answers, reports and files, with role-based access.
AI Knowledge Agent
AI Knowledge Agent connects to your Drive, Notion, email, CRM and finance tools and answers employee questions in the messenger they already use. It runs on your server, with role-based access. Already running at client companies (under NDA).
Book a Free AI Transformation Call- answers in Slack, Telegram or WhatsApp
- 24/7
- access: each employee sees only their data
- Role-based
- instead of searching across 5+ services
- 1 question
About project
Why AI Transformation Matters for
The case in favor of artificial intelligence has long since moved beyond the purely theoretical — your competitors
- Industry
- Cross-industry
- Project type
- AI agent
- Duration
- 2–4 weeks
Integrated with
- Contracts
- documentation
- presentations
- any CRM
- finance systems
- Google Drive
- Notion
Main problem
What wasn't working
Finding one number or one file means opening several services, asking colleagues and waiting for replies. The more the company grows, the more time this takes.
5+ services to search for one answer
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Information scattered across services
Scattered documents, deals, and financial data make answers hard to find.
AI: ask in plain language and get the document, deal or figure you need.
-
Routine reports and presentations take hours
Pulling numbers together for a period or building a deck is manual work that keeps coming back.
AI: reports for any period and presentations
-
Sensitive data is hard to share safely
Not every employee should see contracts, finances or every client's deals.
AI: each employee gets answers only from the data their role allows
Our Solution
How the system works
The agent connects to your company’s data, finds the right answer and sends it to the employee in the messenger they already use.
-
It collects the data
Connects contracts, documentation, presentations, client deals, your CRM, finance systems, Google Drive, Notion, email and other company sources into one private knowledge base.
we built: integration
-
AI analyses it
The agent indexes all your sources, understands questions in plain language and finds the answer across them.
we built: AI mode
-
It takes action
Finds documents, pulls client deals, prepares reports and presentations in your brand style, and sends scheduled reports, for example every week.
we built: automation
-
Your team gets the result
Employees chat with the agent wherever your team already works: Slack, Telegram, WhatsApp or a dedicated app. They get clear answers within their access rights.
we built: dashboard
Result
Answers in seconds, not hours of searching
Employees stop digging through services and asking colleagues. Managers and finance teams stop answering the same questions over and over.
- One question instead of searching across 5+ services
- Answers, files and reports in seconds, 24/7
- Each employee sees only the data their role allows
- New hires find what they need without asking around
- All data stays on your server
On your server. The agent is deployed on your infrastructure, so contracts, documents and financial data stay under your control. Access is limited to your team. Nothing goes to services you haven’t approved.
Any CRM, finance systems, Google Drive, Notion, email and other tools with an API. It works with contracts, documentation and presentations in common formats. Employees talk to it in Slack, Telegram or WhatsApp. New sources can be added after launch.
The agent answers based on your own documents and data, not on general knowledge from the internet. It can point to the source, so the employee can check the original file. If the answer isn’t in your data, the agent says so instead of making something up. [?]
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