Question 1

What exactly is a Custom AI Knowledge Assistant?

Accepted Answer

A Custom AI Knowledge Assistant is a chat tool trained on your own business documents — service policies, price lists, FAQs, staff handbooks and procedures. It answers questions from customers on your website and from staff in an internal tool, pulling responses only from your approved content and citing the exact source document for every answer.

Question 2

Where does the assistant appear?

Accepted Answer

The assistant can be deployed as a chat widget on your website for customer questions, as an internal tool your team accesses via a link or app for staff questions, or both. Dual-channel deployment, website chat and staff tool from the same assistant, is currently in development and available to select clients. Website chat is available now. Ask us about staff assistant access during your free call.

Question 3

What happens when it doesn't know the answer?

Accepted Answer

When the assistant isn't confident, it says so and escalates to a human contact — rather than guessing. The escalation path is configured during setup: suggest calling your office, opening an email or passing the chat to a team member. It never fabricates an answer not supported by your documents.

Question 4

How long does setup take?

Accepted Answer

Most implementations take 2–3 weeks from the initial knowledge audit to go-live. The timeline depends on how much content needs to be cleaned and structured before training, and how many channels (website and/or staff) are being deployed. A testing phase with real questions from your team runs before launch.

Question 5

How is this different from a standard website chatbot?

Accepted Answer

Standard chatbots follow scripts, they only answer questions that were pre-programmed. A Custom AI Knowledge Assistant reads and understands your documents and answers any question within its scope, in your tone of voice, citing its source. It handles variations in how questions are worded and escalates gracefully when it reaches its limits, rather than looping through canned responses.

Question 6

Is my business data safe?

Accepted Answer

Yes. Your documents are used only to train your own assistant, they are never shared with or accessible to other businesses. The assistant only draws from content you approve. We document exactly which systems store your data during onboarding and can host within your chosen cloud provider (Google, Microsoft) where your plan allows.

Service groups: <span>ai</span>

Custom AI Knowledge Assistant

AI Document & Quote Automation

AI Lead-to-CRM Automation