Client Knowledge Hub + Answering A.I. Agent

Client: professional services firm with multi-team, multi-region operations. One place for answers with citations across web chat, portal, and Slack/Teams.

Client at a glance

Teams: client services and internal operations
Channels: web portal, chat widget, Slack/Teams
Goal: faster, consistent answers with governance and citations

Knowledge Hub overview with curated content and search

Challenge

Knowledge lived in inboxes and outdated PDFs. People asked the same questions; answers varied.

Fragmented sources: SOPs, emails, proposals, and PDFs scattered
Slow answers: staff hunted for the latest version
Inconsistent guidance: old templates recirculated
Onboarding drag: new hires relied on “who to ask”
Unknown staleness: no owner or expiry tracking

Answering Agent with citations in web chat and Slack

Our solution

One hub for the source of truth.

Ingestion and normalization

Connectors for email exports, Drive/SharePoint, PDFs, and wikis.

Title, owner, effective date, tags, content hash
Version awareness keeps current doc visible

Answering with citations

Natural-language Q&A via chat, portal, and Slack/Teams.

RAG retrieves curated passages
Inline citations and confidence guards

Staleness and gaps

Flags outdated items; owners get nudges with due dates.

Recurring unanswered queries surface gaps
One-click propose-update with approvals

Role-aware governance

Internal vs client sets; sensitive docs restricted.

Client portal shows approved knowledge only
Download controls and PDF watermarking

Technology

Built to be trusted.

Front end

React SPA for Hub; chat widget
Slack/Teams apps for in-channel answers
Responsive UI

Orchestration

Node.js services with queues for ingestion and review
Policy guardrails

LLM layer

RAG over vector index (pgvector/FAISS)
Citation-first prompts and tool use

Storage and security

Postgres (docs, owners, versions); S3 (originals); Redis (sessions)
SSO/MFA; role-based access; object-level permissions
Audit logs; TLS; PII redaction in chat logs

Connectors

Google Drive / SharePoint
Gmail / Outlook exports
Confluence / Notion (optional)

Pilot

Scope and challenges.

Eight-week pilot across two departments (client services and operations)
Messy sources: duplicate PDFs handled via hashing and owner review
Citation trust: weighted by effective date; “approved-only” mode for client answers
Change management: short Loom-style tips; “Ask the Hub first” adopted

Outcome: questions funneled to the Hub; governance improved without slowing delivery.

Impact

First 60–90 days.

Repeat questions−38% in Slack/Teams
Onboarding ramp−28% time to first productive week
Answer quality92% responses with 2+ citations
Update velocityrefresh cycles >90 days → <30 days
Search time~3–5 min → <30 sec

Roadmap

What is next.

Client-safe snippets auto-generated from internal policies
Content quality scoring from usage and feedback
Owner alerts when related regulations or templates change
Multilingual answers with side-by-side citations

Handover: Knowledge Hub, Answering Agent, curation workflow, and dashboards.

Schedule a call or contact us to discuss your knowledge goals.