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AI assistants and automation

Help your team find answers in company documents and business records, with access controls and checks against the original data.

A manager asks which products are running low; the assistant reads the stock records and answers with the source attached.

01 — The problem

What has to stop going wrong.

You want an assistant over your own data, and you cannot have it inventing figures or reading records the user is not allowed to see.

02 — What we build

The system behind the surface.

Retrieval scoped to the caller's permissions, a whitelist of tools the model selects from rather than composes, and a grounding check that every number it states appeared in a real result. The model never writes a query.

  1. 01

    Bound it

    Define the failure modes, permissions and consistency rules before the interface hides them.

  2. 02

    Build it

    Ship production code in your repository, in phases with a written exit state.

  3. 03

    Try to break it

    Test the paths that carry money, identity, isolation and irreversible decisions.

03 — Decision material

Know whether it fits before a call.

A strong fit

  • Teams searching internal documents or policies
  • Products that need answers from live operational records
  • Workflows where permissions must survive retrieval

What leaves with you

  • Corpus, permissions and failure-mode map
  • Ingestion, retrieval and citation pipeline
  • Held-out evaluation set and refusal tests
  • Monitored deployment and handover

04 — Evidence

A claim should lead somewhere.

An assistant that answers from a business's own records and cannot state a figure that is not in them.

Shown in Nexora AI — Retail and trading

View the case study →