Skip to content

Artificial Intelligence • Automation • SaaS

AI Business Workspace

A secure AI workspace designed to connect company knowledge, teams, software and workflows.

Industry
Professional services

Illustrative interface. Replace with a real screenshot by setting the project’s image field in the content configuration.

Challenge

The problem

Institutional knowledge was scattered across documents, tickets and inboxes. Staff spent significant time locating information that already existed, and an earlier assistant experiment had been abandoned because its answers could not be verified.

Goals

  • Make internal knowledge searchable in natural language
  • Show sources so answers can be verified rather than trusted blindly
  • Respect existing document permissions
  • Provide an audit trail of what was asked and answered
Approach

How we tackled it

  • Retrieval before generation

    Answers are grounded in the organisation's own documents, with citations shown alongside every response.

  • Permission-aware retrieval

    The index respects source-system permissions, so the assistant cannot surface a document the user could not open directly.

  • Evaluation set

    A set of real questions with known good answers was built before launch, so accuracy could be measured rather than assumed.

  • Explicit uncertainty

    The interface distinguishes a sourced answer from a low-confidence one instead of presenting both identically.

Design

Design process

The central design problem was trust. Layout, citation placement and the treatment of uncertain answers were prototyped and tested with staff before the surrounding application was built.

Technology

  • Next.js
  • TypeScript
  • Vector search
  • PostgreSQL
  • Role-based access control
  • AWS

Security considerations

  • Role-aware retrieval so the index cannot bypass source permissions
  • Audit logging of queries and returned sources
  • Explicit agreement on what data may be sent to model providers
  • Access-control review and application security testing before rollout
Outcome

What we delivered

A workspace where staff ask questions in plain language and receive answers with citations they can open and check, inside the permissions they already have.

Results

  • Answers grounded in internal sources with citations shown
  • Existing document permissions preserved in retrieval
  • Accuracy tracked against a defined evaluation set
  • Full audit trail of queries and sources returned

Results describe delivered capability. We publish measured figures only where the client has supplied the data and approved its use.

Building something similar?

Tell us where you are and what needs to be true at the end. We will come back with an approach.