An internal helper that answers staff questions from your own documents

The problem

Staff interrupt the owner or senior people with the same questions all day. The answers exist in a handbook, price sheet or old email, but nobody can find them quickly.

What SI does

SI is connected to an approved set of internal documents: the handbook, procedures, price lists, spec sheets and FAQs. Staff ask in chat, and SI answers with a short reply and a link to the source. When the documents do not cover a question, it says so and routes the question to the right person, and the gap is logged so the documents can be updated.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• HVAC distributor

  Counter staff ask which filters fit a given unit and get the answer with a link to the cross-reference sheet.

• Medical practice

  Front-desk staff check the procedure for a new patient's insurance verification and get the steps from the office manual.

• Multi-location retailer

  Store staff check the holiday return policy and price-match rules.

What it takes to set up

A tidy set of approved documents and a chat tool. Setup is often one to two weeks, mostly organizing the documents.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Answer staff questions using only these documents [folder]. Give a short answer and link the source. If the documents do not cover it, say so and suggest who to ask [contacts]. Keep a log of unanswered questions. Pause and show me before sending, submitting, posting or changing anything.