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AI Assistant

Enterprise AI workspace grounded in approved internal sources.

A business-ready AI workspace that helps teams find answers, generate structured outputs, and complete daily work using the knowledge already stored in company systems. Instead of searching across documents, tickets, repositories, databases, emails, and CRM records, users ask in plain language and receive answers grounded in approved internal sources — designed for real operational work, not generic chat.

Operations lead · 09:40
Summarize the status and blockers on the EU rollout for the board.
AI Assistant
On track for Q3. Two blockers: pending DPA sign-off with partner A, and a data-migration dependency on the legacy claims export. Pulled from the project space, last ticket update, and the partner thread. Want this as a one-paragraph exec brief?
Platform highlights

Why teams choose AI Assistant

Internal knowledge search

Plain-language answers grounded in approved documents, tickets, databases, and CRM.

Drafting & summaries

Executive briefings, emails, reports, handovers, and decision-support summaries.

Decision support

Option and trade-off comparison from internal facts.

Role-based access

The assistant only surfaces what the asking user is allowed to see.

Traceability

Conversation history and source citations for every answer.

Phased pilot

Start with one team and one or two high-friction workflows, then scale on proven value.

Where it works

Use cases that make the difference

Executives & business teams

Status briefs, stakeholder updates, decision support from internal facts.

Operations & delivery

Triage, escalation, handovers, and routine process execution.

Insurance teams

Structured answers from policy, claims, customer, and CRM data.

Common questions

FAQ

What is the AI Assistant workspace?

A business-ready AI workspace that helps teams find answers and complete work using knowledge already in company systems.

How is it different from generic chat?

It is grounded in approved internal sources and designed for real operational work, not open-ended chat.

What can it produce?

Executive briefings, emails, reports, handovers, action lists, and decision-support summaries.

What sources does it use?

Documents, tickets, repositories, databases, emails, and CRM records, within access rules.

Does it respect permissions?

Yes. It only surfaces what the asking user is allowed to see, with role-based access.

Are answers traceable?

Yes. It keeps conversation history and cites sources for every answer.

Where is our data stored?

In the EU by default, with an on-premise option, inside your environment.

How do we start?

With a focused pilot on one team and one or two high-friction workflows, then scale on proven value.

How does it help insurance teams?

It gives structured answers from policy, claims, customer, invoice, and CRM data.

How is it priced?

Platform license plus implementation, scaling with users and connected sources.

Goes well with

Related products

See all in AI Products

Try it on your data

Two weeks. Your environment. A working proof of concept under NDA — see the impact before any commitment.