Service 03 · Operations
Internal AI operations.
Give the team a copilot with guardrails. Document Q&A, vendor and ops assistants, and approval workflows with a human on every irreversible action.
- Best for
- Ops & vendor teams
- Pilot
- 4–6 weeks
- Approach
- One workflow first
- Review
- Approvals on actions
The problem
SOPs live in three tools, half of them stale. A general assistant has access to everything and no audit trail. Staff copy answers out of documents and hope the version is current.
The useful version is narrower: retrieval over the documents that are actually authoritative, tool access scoped by role, and approval before anything irreversible happens.
What I build
Document retrieval
Answers grounded in SOPs, contracts, and runbooks, with sources.
Ops assistants
Vendor, procurement, and internal support workflows inside your chat tool.
Tool actions
Scoped reads and writes, with approval steps for irreversible actions.
Permissions
Role-based access that mirrors your existing systems, not a shared key.
Audit log
Who asked, what was retrieved, what changed, and which approval covered it.
Model routing
Right model per task, token budgets, caching, and provider fallback.
How it runs
-
01
Workflow audit
1–2 weeks
Pick one workflow, map the documents, systems, and approval points.
-
02
Retrieval
1–2 weeks
Index the authoritative sources, set permissions, and test retrieval quality.
-
03
Pilot
2–3 weeks
A real team uses it daily; actions require approval; every call is logged.
-
04
Handover
1 week
Runbook, permissions matrix, budget alerts, and a rollout plan for the next workflow.
What you get
- One working internal assistant, in the chat surface your team already uses.
- A retrieval index with source attribution and freshness rules.
- A permissions matrix and approval flow for actions.
- An audit log and retention policy.
- Token budgets, routing rules, and cost alerts.
- A runbook for adding the next workflow without starting over.
Guardrails: least privilege, human approval for irreversible actions, source citation on answers, and a retention policy agreed before launch.
Questions
Which tools does this connect to?
Your existing chat surface and systems, through their APIs. The pilot is scoped to one workflow and the minimum access it needs.
How do you stop it doing damage?
Read and write scopes are separate. Irreversible actions require approval, and every call is logged.
What about adoption?
The pilot is judged on weekly active use, not demo quality. If the team does not use it, the workflow is wrong.
Start
Book a fixed-scope audit. You leave with one workflow selected, an access map, and a pilot plan.