Illustrative use case · Company Knowledge
Ask Your Company Anything: An AI Knowledge Agent
One place to ask a question and get a sourced answer from your policies, proposals, contracts and systems, within each user’s permissions.
The Business and the Problem
The business
An illustrative $50 million professional-services firm with 120 knowledge workers and information spread across SharePoint, Google Drive, the CRM and email.
The problem
- Employees repeatedly search for policies, pricing rules, proposals and product information.
- Answers depend on knowing who to ask.
- Different teams give different answers to the same question.
- New starters take months to learn where things are.
What it costs
Hours are lost every week to searching, decisions wait on the few people who know where things are, and inconsistent answers create risk.
What Agentic Resources Builds
A knowledge agent that connects securely to approved sources, respects existing permissions and answers questions with links to the documents it used.
Secure connection
Connects to approved company information and respects user permissions.
One question, many systems
Searches multiple systems from one natural-language question.
Sourced answers
Returns answers with sources and identifies the latest approved version.
Summaries and comparisons
Summarizes or compares documents on request.
Next steps
Starts related workflows, such as requesting approval after retrieving a pricing rule.
How It Works
Question asked
An employee asks in plain language.
Permissions checked
The agent searches only what that person may see.
Sources searched
Documents and systems are searched together.
Answer drafted
A concise answer is written from the sources.
Sources shown
Links to the documents are included for checking.
Workflow started
Where needed, the agent starts the next step.
Where People Stay in Control
Permissions respected
Users only see answers from content they are allowed to access.
Sources always shown
Every answer links to its sources for verification.
Approved content
Owners decide which sources the agent can use.
Low-confidence answers
Uncertain answers are flagged and routed to an expert.
Potential Results
Less time searching
Answers in seconds instead of hunting through folders.
Faster decisions
Information reaches the people who need it.
Less key-person risk
Knowledge is no longer locked in a few heads.
Faster onboarding
New starters find answers on their own.
Potential Financial Value
Illustrative model, not a client result. Figures are assumptions for a business like the one described above. Your own figures come from the measured baseline in our readiness diagnostic.
| Source of value | Modeled assumption | Annual value |
|---|---|---|
| Time spent searching | 120 knowledge workers; 2 hours a week searching; 40% saved; 46 working weeks; $45 per hour loaded cost | $198,720 |
| Potential annual value (illustrative) | $198,720 | |
Technology
Have a Process Like This in Your Business?
Tell us how it works today. We can help identify what can be automated, what should remain under human control and where the financial return may be greatest.