Guide
Can’t Find Anything in Your Company Files? How a Private AI Assistant Fixes It
Procedures, manuals, customer notes and policies scattered across folders, email and old drives? Here is how a private AI assistant lets your team ask questions and get answers with sources.
Short answer: Put a private AI assistant on top of your company’s documents. Your team asks questions in plain English, like “what’s our procedure for this repair?”, and it answers from your own files with a link to the source, showing people only what they are allowed to see.
The real cost of “where is that?”
Every search through shared drives, email and old binders costs time, and new employees can’t find anything at all. Knowledge that lives in one person’s head walks out the door when they leave.
What your team can ask
- How do we handle this particular customer situation?
- What is our procedure for this repair?
- Where is the documentation for this product?
- What did we decide about this project?
- Can you prepare a report using these records?
How it works
- Connect the sources: shared drives, SharePoint, Google Drive, PDFs, manuals, tickets and your CRM.
- Clean up duplicate and outdated documents so the answers are right.
- Set permissions so people only see what they already can.
- Ask in a browser, Microsoft Teams or Slack, and get answers with sources.
Keep it safe
It should be read-only by default, never train public AI models on your data, log every question and need a person’s approval for anything beyond answering. These are part of our AI safety rules.
Learn more about a private ChatGPT for your business.
Frequently asked questions
Do our files need to be organized first?
It helps, but you don’t have to finish before starting. We organize the most important sources first, and the assistant’s reports show what to clean up next.
Is this only for big companies?
No. It is especially useful for small and midsize businesses that can’t afford an in-house AI team.