Sources, formats and update frequency
07
Internal knowledge
Procedures and answers available when the team needs them.
Organises conversational access to approved documents and procedures, respects permissions and shows the sources used to reduce searching and inconsistent answers.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE INTERNAL KNOWLEDGE AGENTSHow an enquiry travels through the system
Flow simulation, not live executionConsulta InternaSlack, Teams & Web App
Autenticación SSOVerificación Rol & Permisos
Motor RAG VectorialNotion, Drive, SharePoint
Filtro de ContextoVerificación Fuentes Vigentes
Síntesis TécnicaRespuesta con Citas
Auditoría BúsquedasMetrics Log & Frecuencia
Feedback DetecciónMejora de Documentación
PASO 1 · PREGUNTA DE EQUIPOConsulta Interna
Ingreso en Lenguaje NaturalEl colaborador consulta un procedimiento, política o dato interno.
- 1. Consulta InternaSlack, Teams & Web App
- 2. Autenticación SSOVerificación Rol & Permisos
- 3. Motor RAG VectorialNotion, Drive, SharePoint
- 4. Filtro de ContextoVerificación Fuentes Vigentes
- 5. Síntesis TécnicaRespuesta con Citas
- 6. Auditoría BúsquedasMetrics Log & Frecuencia
- 7. Feedback DetecciónMejora de Documentación
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
Google DriveSharePointNotionConfluenceDatabaseSSOOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackn8nStripeShopifyPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
SSODatabaseConfluenceNotionSharePointGoogle DriveMakeZapierMercadoPagoTypeformGmailOutlookSupabasePostgreSQLZoho CRMIntercomGoogle SheetsMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Google DriveSharePointNotionConfluenceDatabaseSSO
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Roles, permissions and visible collections
Answer, citation and abstention criteria
Interface, vocabulary and internal use cases
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Less time searching for documentation
Answers aligned with current sources
Access differentiated by role or team
Detection of gaps in documentation
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
AWSAzureGoogle CloudHubSpotSalesforceAnthropicOpenAIn8n
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orkelya.comEnterprise AI · B2B Diagnostic
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