Scattered documents
The team searches across files, folders and email for the same answer. Time spent searching easily goes unnoticed.
If an internal question means searching through files and emails, or asking round your colleagues, we can help make the selected knowledge searchable. The aim is for colleagues to get not just an answer, but a source they can check.
Briefly describe which internal question you would like to find answers to more easily. We will then agree on a time to talk.Already live at a Hungarian SME.
25+
years in software development
7
years of Odoo experience, since Odoo 13
50+
modules
Official Odoo Learning Partner
MKIK-accredited ICT supplier
The answer often exists somewhere. The problem is having to look in too many places — and not always knowing which version is current.
The team searches across files, folders and email for the same answer. Time spent searching easily goes unnoticed.
An experienced colleague explains time and again where to find a procedure or customer information.
A quick, confident-sounding AI response is not enough: you need to know what it is based on and what needs to be checked.
Not every question needs AI. Discovery starts by finding where it would actually help.
From these tasks, we choose which one is worth trying first.
Colleagues can search the selected material with their own questions. In the trial, we check whether the source given for an answer really supports it.
A team member can find the right product or service information more quickly.
The relevant passage from the policy relating to the question can be highlighted along with its source.
New colleagues can find approved information in the same place as the rest of the team.
When preparing a proposal, it can search the chosen product and service materials.
With Odoo integration, colleagues can ask about selected system data they are allowed to access.
Both versions follow the same three rules: it works from your own knowledge, cites its sources, and only people with permission can see the data. We choose the right route during discovery.
When your team already works in Odoo, selected documents and permitted system data can be accessed within the same working environment.
Without Odoo, a separate knowledge-search interface can be configured for the chosen documents and users.
We design access around the selected colleagues and data sources. Where data is stored and processed by AI, and any external providers involved, are agreed before any documents are brought in.
Request a 30-minute consultationIn a demo, every assistant answers well. We look at how it works with your own documents and whether your colleagues can rely on it.
We agree on the checks before the trial; results depend on your data and workflows.A good assistant is not just about the answer. You also need to know its source, who was allowed to see the data and which step needs approval.
In the first consultation, we review the task and what information is needed to move forward. The content, terms and fees of a detailed assessment and a limited trial (pilot) are agreed separately.
Which questions come up repeatedly, and who needs the answers?
Which documents, system data and versions could be included?
Who can see what, and where is human review mandatory?
Which questions should be tested and against what acceptance criteria?
Bring a few typical questions; together we look at the documents, roles and actual task. This is separately commissioned work that follows the free consultation.
We choose a narrowly defined set of documents and a few questions with verifiable answers to start with.
The team asks real questions. We also check the source, missing answers and permissions.
We use feedback to choose whether to refine, expand or take another route.
Not necessarily. An integrated solution may be suitable if you use Odoo, or a separate internal interface if you do not. The right choice depends on your existing systems and the data you want to include.
The aim is for the assistant to signal when it has not found enough supporting sources. We test this specifically in the trial; I do not promise unconditional accuracy.
During discovery, we define user groups and access rules. Permissions need to be tested before rollout, especially for sensitive data or data accessible through Odoo.
Storage and processing depend on the technical approach selected. Before uploading documents, we agree on hosting, processing, access and retention.
That is not the goal. The assistant can find information and draft responses; human review is required before communicating with customers, carrying out financial transactions or making decisions.
The fee is made up of a one-off setup fee and a monthly operating fee. Its size depends on document volume, users, access rules and the depth of Odoo integration. Based on the assessment, I define the task and scope of the trial, then prepare a proposal for it.
A few typical internal questions and a brief description of where you currently look for answers are enough. Please do not send sensitive documents in advance; we will agree separately on how to include them.
Tell me briefly what is happening. In the first consultation, we can decide whether an AI assistant or a simpler change would help, and what to do next.
A first look at the risk questions around introducing AI.
View the checklistTwo pages on what the private AI assistant does and how we start.
Download the PDF (Hungarian)The checklist is not legal advice and does not classify your particular use case.