Use case
/
Custom Knowledge Base Agents
Custom Knowledge Base Agents

Organizations can create multiple AI assistants with tailored knowledge bases to different departments and team requirements:
Examples
HR Assistant – Answers employee questions about policies, leave, and onboarding
Non-QM Assistant – Provides guidelines and loan requirements
Compliance Assistant – Helps teams follow regulations and procedures
Operations Assistant – Supports internal processes and daily tasks
What makes this powerful
Each assistant is trained on your company’s knowledge
Answers are consistent and reliable
Employees don’t need to search multiple systems/documents for answers manually
Knowledge Base Integrations
Our platform ensures assistants always use the latest company information through the following integrations:
SharePoint Integration
Pull documents directly from your corporate SharePoint sites
Automatically update assistant knowledge
Reflect latest policies and guidelines
Web Crawler
Admins can input websites to fetch information and store in the assistant’s knowledge base
Pull updates from selected websites
Update website information automatically in the knowledge base
How this helps employees
Prevents outdated information
Reduces manual updates
Improves accuracy of answers
Use Cases
- Corporate Sidekick
- CRM & Total Expert Integration
- Custom Knowledge Base Agents
- Loan Client & Sales Assistant
Share with your community!


