Solution Capability · 2.2
Help employees or customers find trusted answers from approved documents and data, with sources and clear limits.
Important knowledge is spread across SharePoint, files, policies, manuals, portals, databases, and subject-matter experts. Search returns documents, but users still have to find and interpret the answer.
Knowledge management leaders
Operations, service and support teams
HR, quality, compliance and policy teams
Field and frontline workers
Customer self-service owners
Identify the user questions and approved knowledge sources.
Assess document quality, metadata, ownership, freshness, permissions, and gaps.
Design retrieval, answer, citation, feedback, and escalation behavior.
Implement identity-aware access and source filtering.
Evaluate answer quality, groundedness, coverage, and unsupported responses.
Launch with content ownership and ongoing evaluation.
Policy and procedure assistant.
Product, service, or technical knowledge assistant.
Quality and compliance document assistant.
Employee or partner support assistant.
Customer knowledge and self-service assistant.
SharePoint, Microsoft 365, Teams, and OneDrive.
Azure AI Foundry, Copilot Studio, OpenAI, Claude, and IGNA.
Websites, file repositories, databases, and approved APIs.
Security & Governance
The assistant respects source permissions, displays citations where appropriate, handles unsupported questions safely, logs feedback, and routes high-risk or ambiguous questions to a person.
A readiness workshop is the fastest way to find out if this is the right starting point.
