Knowledge
Engine
Deploy an Adaptive Knowledge Agent across your entire document library.
Your business has years of knowledge locked in contracts, compliance manuals, policies and procedures. Finding the right answer means knowing which document to check and who to ask, and that know-how leaves with every employee who goes. Knowledge Engine puts an Adaptive Knowledge Agent across your whole document library. It answers in plain English, shows its sources, stays within your compliance boundaries, works from every document in full and can get better with every conversation. You decide what it keeps.
Not a search tool.
A knowledge system built for business.
Most businesses already have search: a document system that matches keywords and file tags. Knowledge Engine works differently. You have a conversation with your documents.
| Keyword and tag search | Knowledge Engine | |
|---|---|---|
| How you ask | Type keywords, or filter by tags and folders | Ask in your own words, the way you would ask a colleague |
| What you get back | A list of files to open and read yourself | A direct answer, with the source passage shown |
| Follow-up questions | Start a new search | Keep the conversation going, the way you would in ChatGPT, but answering only from your documents |
| Different wording | Misses documents that use other words | Finds what you mean, even when the words differ |
| Over time | Stays the same until someone re-tags the files | Gets better with every conversation, if you choose to keep what it learned |
We review up to 200 documents, resolve contradictions and organize everything into one knowledge base. Long contracts and manuals are used in full, never cut short. PDF, Word and plain text.
A chat interface your team can use from day one. Every answer shows the source passage behind it.
Strict mode answers only from your documents and flags gaps instead of guessing. It’s on by default, which matters for legal, HR, RIA and compliance teams. Assisted mode can add clearly labeled general context.
Every change to the knowledge base is recorded. Compliance officers can see exactly what the agent knew on any date.
Any conversation can add to the knowledge base, and your team decides what’s kept. It’s built to keep working as your library grows.
One question can draw on compliance policy, contract terms and HR procedure at once, and get one combined answer.
When a policy or contract changes, only that document is re-processed. Updates take minutes, not a full rebuild.
We test answers in both modes before handoff and document the results. If accuracy falls short of the agreed level, we fix it before we close out.
Bug fixes, document re-processing and answer tuning at no charge for 3 months, up to 10 hours a month.
- →Compliance Q&A — legal, HR and operations teams ask questions of policy manuals and regulatory guidance in Strict mode, which answers only from your documents and flags gaps. Long compliance frameworks are captured in full — not summarized.
- →Contract questions — sales and procurement teams pull out key terms, obligations and expiration dates from your whole contract library. Even agreements hundreds of pages long are searched in full.
- →Onboarding knowledge base — new hires get instant, cited answers from SOPs, training materials and process documentation. Gaps surfaced by their questions improve the agent for the next hire.
- →RIA / financial advisor compliance — advisors query firm policies, ADV disclosures and regulatory guidance in Strict mode. The versioned audit trail supports compliance review and demonstrates governance.
Organizations with a significant document library currently searched by hand or through older document systems — particularly where documents are long, knowledge spans several subject areas or the cost of a wrong answer is high. Ideal for RIA firms, legal teams, HR-heavy organizations and compliance-driven businesses.
- —Custom single sign-on or role-based access control
- —Automated live sync from existing platforms (SharePoint, Confluence, Google Drive)
- —Custom AI model training — the agent's accuracy comes from how your knowledge is organized and searched, not from retraining a model
Knowledge Starter gets you proof.
Knowledge Engine gets you there.
The difference isn't just how many documents it handles. It's the difference between a proven pilot and a full system, with the compliance controls, audit trail and reliability to roll out to regulated teams and hold up to scrutiny.
* Everything built in the Knowledge Starter pilot carries forward into the Knowledge Engine — no rework, no duplication.
Not ready to commit to the full package? Knowledge Starter ($7,500) sets up an Adaptive Knowledge Agent on up to 50 documents in 3 weeks.
Built for regulated industries: the same strict, human-approved approach also powers AI Sales Signal’s account research and outreach approvals for RIAs and wealth managers.
See AI Sales Signal →Need it shaped
around your business?
Any engagement can also be built to your own scope, starting at $10,000. We begin with discovery, then agree the output and the price in writing before any work starts. It's never an open-ended hourly bill. The terms match the packaged build: fixed price, a person approves every change and you own everything we build.
Scope a custom Knowledge Engine engagement →200 documents. Every word.
An Adaptive Knowledge Agent in 5 weeks.
Book a 30-minute scoping call. We review your documents, confirm the use case and query modes, and lock in the fixed price before any commitment.