AI & Automation
Custom Business AI Assistant
A configured internal AI knowledge assistant for your team’s recurring questions and tasks, grounded in approved documents, clear instructions, and documented tests on a suitable supported platform.
- One focused business use case
- Based on approved company files
- Tested before handover
- Instructions and usage guide
- 15 documented test scenarios
Delivery: Planned delivery in 5–7 business days after account, source files, and scope are approved.
Make company knowledge easier to use
Scattered company documents slow teams down when the same questions keep resurfacing. We scope one practical use case, organize approved references, configure response rules for known and unknown answers, then test realistic scenarios and hand over a documented setup.
What’s included
What's included
- One internal knowledge assistant for one defined use case, on a platform supported by the client’s account.
- Review and prepare up to 10 approved text-based files, totaling no more than 60 pages; no large archive cleanup.
- Configure role, tone, answer format, and boundaries for reference-based responses.
- Run 15 documented test scenarios, including questions not answered by the supplied files.
- One revision round based on agreed test findings.
- Hand over copyable instructions, knowledge-source summary, test results, and a short usage guide.
- Provide a customer-account access link if supported by permissions; otherwise a portable setup package.
Not included
- No foundation-model training, fine-tuning, bespoke API application or custom software development.
- No CRM/WhatsApp/live-cloud integrations or autonomous actions.
- No ongoing monitoring, continuous support or recurring knowledge updates.
- No guarantee of perfect accuracy or autonomous legal, financial or medical decisions.
- AI platform licences, seats and hosting fees are excluded.
- AI Content System N-35, AI Readiness N-37, and Team Training X-01-12 are separate services.
What we need to start
- One defined use case plus sample questions and expected answer style.
- Up to 10 approved files that may be lawfully and securely shared.
- A sensitive-data policy and authorization from the appropriate data owner.
- An eligible platform account and role-based access, without password sharing.
- One owner to review tests and approve handover.
Delivery & revisions
| Item | Details |
|---|---|
| Commercial model | One-time setup for one assistant |
| Input cap | 10 text files / up to 60 pages |
| Acceptance testing | 15 recorded cases |
| Revision round | One round within agreed scope |
| Delivery target | 5–7 business days after readiness |
| Defect fixes | 7 days for verified in-scope configuration defects |
| Handover | Instructions, test record, guide and access link if supported |
FAQ
FAQs
Are you training a new AI model?
No. We configure instructions and approved reference content in a suitable platform; no new-model training or fine-tuning.
Can you create a new Custom GPT?
Not as a guaranteed default. New GPT creation is restricted and retirement is planned. We check the account and choose a supported option.
Which platform will you use?
We assess Claude Projects or another suitable supported option, then agree one platform before setup.
How many files are included?
Up to 10 approved text-based files, with a 60-page total cap. Additional files need separate scope.
Can it connect to WhatsApp or a CRM?
Not in the base setup. Live integrations and actions require a separate technical project.
Are answers guaranteed to be 100% accurate?
No. We document realistic tests and limitations; sensitive decisions require human review.
Can the team share the assistant?
It depends on the plan, workspace rights and sharing permissions, which are checked before scope approval.
Are platform subscriptions included?
No. Platform subscriptions, seats and third-party fees are billed separately to the customer.
Is staff training included?
No. Team training and expanded procedures are available separately as X-01-12.
What do we receive?
Portable instructions, a test record, a knowledge-source summary, a short guide and an access link where supported.
Start with one use case you can validate
Tell us the use case, approved documents, number of users and current platform. We assess permissions, privacy and scope before confirming the quote and starting work.