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Brownsmith Dynamics

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BizFlow · AI knowledge assistants built around approved information

AI Knowledge Assistants for Business Documents

Brownsmith prepares approved policies, product information and procedures for question-based search, with source passages shown where supported. Staff verify important answers and handle decisions or gaps in the material.

AI knowledge assistants built around approved information workflow
Approved documents
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        v
Review + prepare sources
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        v
Searchable knowledge index
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User question --> Find relevant passages
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                         v
                 Draft grounded answer
                    /            \
            source is clear    missing / uncertain
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                  v                   v
          Show source + answer   Ask a person / abstain
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                  v
          Review and improve

How a Knowledge Assistant Works

It is a question-and-answer interface that searches a selected set of business information and uses relevant passages to prepare a response.

The business decides which documents are authoritative, who may use them, and what the assistant should do when the answer is absent or ambiguous. An assistant might help an employee locate a leave procedure, find a product specification, or navigate an onboarding checklist. It should make the relevant source easy to inspect so the person can confirm that the response fits the question.

Coca-Cola Andina's published case describes an HR assistant that answers from managed HR content, tailors information using employee context, and creates a ticket when a person needs help. The company reports 1,200 monthly users among roughly 3,600 active employees in Argentina and a 4.1/5 satisfaction score from 976 surveys. For a small team, the useful lesson is to start with owned, current source material, access rules, and a clear route to a person.

Tasks It Can Support

A bounded assistant can make frequently used, approved reference material easier to search and explain.

Employee Procedures and Onboarding

Staff can ask where a procedure is documented, which form to use, or what checklist applies to a routine task. The employee checks the cited policy before acting when the answer affects a person's rights, safety, or employment.

Product and Service Information

A sales or support team can search approved catalogues, specifications, compatibility notes, and service guidance without relying on memory. Current source documents remain the authority for quotations and commitments.

Document Question Answering

An assistant can retrieve relevant sections from selected manuals, policies, and reference files. It works best when ownership, versions, language, access, and update cadence are clear.

Customer Support Assistance

A staff-facing assistant can prepare a sourced answer for review. A public-facing assistant needs additional testing, clear boundaries, safe escalation, and a deliberate decision about what information can be exposed.

Privacy and Access

Privacy planning covers document selection, access controls, hosting, model providers, retention, and the assistant's integration with the business.

We explain how your documents and questions are handled, which information may be shared with the selected provider, and how your team controls access. Your business approves the source material and user group before setup.

Where users need different access, the architecture enforces and tests permissions at retrieval time. A proof of concept starts with an approved, bounded set of source material. The agreed design documents access, logging, encryption, and deletion; the client provides legal and regulatory review where required.

Preparation and Evaluation

The implementation moves from approved source documents to retrieval, representative questions, review, and an ongoing update process.

Select the Sources

Agree which documents are approved, who owns them, what versions are current, and which records must be excluded. Remove obsolete or conflicting material where possible before ingestion.

Prepare and Retrieve Information

We review your approved document types and choose a supported way to make their information searchable. Your team provides clear, current source material.

Test with Real Questions

Use representative employee or customer questions, including ambiguous and unanswerable examples. Check whether the right passages appear, whether the response stays within them, whether citations are useful, and whether escalation works.

Keep Knowledge Current

Define who approves document changes and how the index is refreshed. The update process reprocesses approved sources and removes superseded content as part of its operational steps.

Answers and Escalation

The assistant should answer within its selected sources and ask for help when information is missing, conflicting, sensitive, or consequential.

In Coca-Cola Andina's HR assistant, a request can become a support ticket with the conversation carried forward to the team. Brownsmith plans this handoff alongside the answers, so employees can move from finding information to getting help from the right person.

Test sets cover questions with clear sources, questions that combine sources, missing information, and requests outside the intended scope. Subject-matter owners review the criteria and define acceptable answers; the agreed test set provides a practical measure for launch and future review.

Standard Setup and Custom Work

The scope defines the knowledge set, user group, retrieval behavior, model/provider, evaluation questions, and escalation path before any assistant is launched.

Standard First Assistant

One purpose, a bounded set of approved files, one agreed user group, a supported retrieval pipeline, source display where available, a representative test set, and a simple route to a person can establish a first version.

Configuration

Tone, chunking, retrieval settings, selected model, supported document loaders, approved answer boundaries, access method, feedback prompt, and update cadence can be configured within the chosen components.

Custom Development

Role-specific access, multiple knowledge areas, tailored interfaces and integrations can be added when your business needs them.

Delivery and Support

We confirm the source material, user group, setup and timing after reviewing your documents, tools and access needs.

Your team provides approved source documents and confirms who may use the assistant. We prepare it, share setup notes and training, then provide 1–3 months of initial support. Ongoing assistant upkeep is a separate scope and does not include new development. Provider licences and infrastructure are separate.

Related Services

Knowledge assistants prepare grounded answers from approved sources. Workflow Automation can classify requests or carry out connected actions, with review and recovery rules.

Workflow Automation

Move approved information into a notification, report, or human-reviewed business process.

Starting Prices

Estimate the cost of connecting tools, automating workflows and implementing business systems.

AI knowledge assistant

From INR 70,000 / USD 1,000

Per implementation

Starting estimates are per service. Your final quote reflects the pages, content, features, integrations and ongoing work involved. INR and USD figures are independent starting prices. Third-party subscriptions, licences and usage charges are separate where applicable.

BizFlow implementation includes 1–3 months of initial post-delivery support without an additional support fee. The exact duration is specified in the proposal. New development, ongoing maintenance and hosting are separate services.

Optional software maintenance is listed with BizFlow starting prices.

Seeking Answers?

What your team shares, how we deliver and what happens after launch.

Will the assistant always give the right answer?

We evaluate retrieval and responses with representative questions, show source material where supported, and define how the assistant handles weak or conflicting evidence. Staff review answers before consequential action.

Can it use our private documents?

It can use documents your business approves for the assistant. We explain which information is stored or sent to a provider, who can access it, and how updates work. Sensitive information may need a specialist review before inclusion.

Can each employee see only documents they are allowed to read?

Yes. We review the access controls available in your source systems, configure the assistant for the intended user roles, and check that access works as expected.

Can it answer questions from PDFs, manuals, or product catalogues?

We review sample files to check text quality, supported formats, languages and any scans or tables, then confirm which documents the assistant can use effectively.

Can it update our systems or make decisions?

The assistant can retrieve and explain approved information. When classification, record updates or other actions are useful, Workflow Automation handles those steps with authentication, validation, logging, approvals and recovery. Consequential decisions stay with an authorised person. Workflow automation →

How long does setup take?

We confirm timing after reviewing your source documents, access needs and current tools. Clear, approved material helps us prepare and review the assistant efficiently.

Who updates the source documents and assistant?

Your team names an owner for source accuracy and approval. We explain how to refresh or remove documents. Ongoing technical maintenance can be scoped separately and does not include new development.

What is included after launch?

Your team receives 1–3 months of initial support for the delivered assistant. Ongoing upkeep is separate and does not include new development. Provider licences and infrastructure are separate.

See how an assistant could answer one recurring question

Share one question your team answers often and where the approved answer lives. We will outline a useful first assistant task.

What you will receive

A sample answer structure, source requirements and a suggested handoff to a person.

A complimentary first review, prepared by our team and sent by email. We focus on one starting point so you can decide what to improve next.

Have something else in mind? Email us.

Step 1 of 2 · Share one starting point

One or two sentences is enough. Please leave out passwords, private links, customer details and confidential information.

We use your submission and email to prepare your review and reply. This request does not subscribe you to marketing. See our privacy policy and content policy.