03 · UI

Internal copilots, grounded in your data.

Chat-style interfaces that actually cite their sources, use your real tools, and leave an audit trail. Grounded in your CRM, docs, and tickets — not generic ChatGPT with a logo on it.

What you get

  • Grounded retrieval — RAG over Notion, Confluence, Google Drive, your CRM, and your ticket system. Hybrid BM25 + embeddings with re-ranking.
  • Tool-use — the copilot doesn't just answer. It creates tickets, updates records, schedules, escalates. Every tool call is logged.
  • Cited answers — every response links back to the source chunk. No hallucinated references.
  • Auth & audit — SSO, per-user permissions, full query + tool-use log for compliance review.
  • Eval & drift detection — golden-answer suites on a nightly schedule so retrieval quality doesn't silently rot.

Surfaces we ship

  • Slack bots with /ask-style commands and threaded follow-ups.
  • In-app chat widgets embedded in your existing admin or ops tool.
  • Standalone web UIs for cross-team knowledge search with citation panels.

Process

  1. Week 0 — audit. Content sources, permission model, tool-use surface, success metric (deflection %, time-to-answer).
  2. Weeks 1–2 — retrieval. Chunking strategy, embedding model, index, re-ranker. Accuracy measured on a labelled eval set.
  3. Weeks 2–4 — copilot. Tool-calling, citations UI, auth, audit logs, rate limits.
  4. Weeks 4–5 — rollout. Pilot group, measure against baseline, tune, ship to full user base.

Pricing

Fixed-scope copilots from $10,000, delivered in 3–5 weeks. Multi-source or multi-tenant work scopes separately.

Find 20 hours in your week.

Book a free 30-minute call. We'll walk through your biggest manual workflows and tell you — honestly — whether automation makes sense. No pitch deck. No follow-up drip.

Book your free audit
Direct calendar link 30-min call No sales pitch