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Agent · OperationsAvailable
The Institutional Memory.
Knowledge Agent
Thirty years of jobs, quotes and fixes live in filing cabinets, old drives and your best people’s heads. When someone retires, it walks out the door. This agent indexes what you already have, so the answer to “what did we quote Acme in 2023?” takes seconds — not an afternoon, and not a phone call to someone who left.
A person approvesRetrieval only — it finds and cites. What you do with the answer stays with you.
ExampleIllustrative
“What did we quote Acme Manufacturing for the chiller retrofit in 2023, and who ran the job?”
Your March 2023 quote document and the job closeout report, with both files linked. (Illustrative example.)
All figures and documents shown are illustrative, not customer data. Results vary by business.
The Spec Sheet
Exactly what it does — and doesn't.
What it reads
- Project files and folders
- Quote history and job records
- Email archives
- Manuals and SOPs
What it does
- Indexes your documents where they already live — nothing is migrated
- Answers questions with the source document attached
- Keeps the index fresh as you drop in new files
What you get
- Cited answers from your own records
- A searchable memory that outlives turnover
What it connects to
- Shared drives
- Email archives
- Document folders
What it deliberately does not do
- Retrieves and cites your existing records — it does not create new quotes or pricing
- Does not expose documents beyond the access rules you set
- Does not answer from the public internet unless you turn that on
Start with one agent. Add more as you grow.Book a discovery