Knowledge assistants for trusted information
Help people find and use approved knowledge with source traceability and permission boundaries.
The situation.
Teams spend time searching across policies, procedures and technical documents. A bounded assistant can support a specific task if it retrieves appropriate information, reflects access permissions and makes missing or conflicting evidence visible.
A practical approach.
- 01
Define the task
Choose the user group, question types, authoritative sources and actions the assistant may support.
- 02
Connect retrieval
Apply source permissions, freshness rules and traceable evidence to the answer workflow.
- 03
Evaluate usefulness
Test representative questions, conflicting documents, missing evidence and restricted information.
What to validate
- Keep retrieval within the user’s authorised information boundary.
- Require explicit authority before an assistant changes another system.
Typical outputs
- Use-case and information-boundary brief
- Retrieval and assistant architecture
- Evaluation set and pilot acceptance criteria
Example measures
- Answers supported by sources
- Correct handling of missing evidence
- Time and effort on the chosen task
Agree a baseline and acceptance criteria for the specific project.
Illustrative scenario and conceptual imagery. Scope, deliverables and acceptance evidence are agreed for each engagement; example measures are not achieved results.