Policy and procedure copilot
Staff ask in plain English and get the answer with the clause it came from.
◆ Service
Custom AI Copilots
An AI copilot is an assistant grounded in your own documents and data, so it answers questions about your business rather than the internet. AI Easy Mode builds copilots for support, sales and operations teams, with citations back to the source and permissions so people only see what they are allowed to see.
The answer exists — nobody can find it
It is in a contract, a policy document, an old proposal or last year's board pack. Finding it means interrupting the one person who remembers, so the same questions get asked and answered forever.
- Institutional knowledge concentrated in a few people
- New staff take months to become useful
- Inconsistent answers reaching customers
Grounded answers, with the receipts
We index your material, connect it to a model, and build an assistant that answers in plain language with a link to the exact source. Access follows your existing permissions, and unanswerable questions get handed to a person instead of guessed at.
- Citations on every answer so nothing has to be taken on trust
- Permission-aware: people see only their own material
- Escalation path when confidence is low
Who this is for
- Support teams answering the same questions repeatedly
- Sales teams needing fast, accurate product and pricing answers
- Professional practices with deep document archives
What we actually build
Sales copilot
Specs, pricing rules and past proposals available mid-call, without opening a folder.
Ask-the-data assistant
Questions about your own numbers answered from your reporting database with the query shown.
Meeting and call summariser
Notes, actions and follow-ups written up and filed against the right client automatically.
How we do it
01
Pick the question set
We start with the questions people actually ask, not everything you have ever written.
02
Index and structure
Documents and data prepared so retrieval returns the right passage, not a vague match.
03
Build with citations
Answers always show their source, and low-confidence answers say so.
04
Evaluate
We test against a real question set and tune until the answers hold up.
Typical integrations
- Document storage
- Intranet and wikis
- CRM
- Databases and warehouses
- Chat platforms
Why it's worth doing
Faster onboarding
New staff ask the copilot instead of interrupting a senior colleague.
Consistent answers
Everyone gets the same answer from the same source.
Checkable
Citations mean nobody has to trust a black box.
Cost and timeline
Copilot projects are quoted after we see the material. The main drivers are document volume, how clean and current the content is, and whether permissions have to be enforced per user.
§ FAQ
Questions people ask before starting
- How is a copilot different from ChatGPT?
- A general assistant answers from public training data. A copilot answers from your documents and data, respects your permissions, and cites the source so answers can be verified.
- Does our data get used to train a model?
- We configure providers so your content is not used for training, and we can keep processing inside infrastructure you control when that matters for your industry.
- What happens when it does not know?
- It says so and hands off to a person. A copilot that guesses is worse than no copilot.
Tell us the problem. We'll tell you if we can help.
A free 30-minute call, a written scope, and a fixed number before anything gets built. If software isn't the answer, we'll say that too.
Explore what we could build →