AI Knowledge Platforms
One AI knowledge platform across your documents, wikis and business systems
We build knowledge platforms that join shared drives, wikis, ticket histories and business systems into one permission-aware index. People search or ask in plain language from a portal, their workplace chat or another application, and every answer links to the document or record behind it.
One searchable brain for the organisation.
The problem
The problem it solves
An AI knowledge platform is an organisation-wide system that connects documents, wikis, tickets and business records into one governed index and answers questions in plain language using retrieval-augmented generation. It applies each user's existing permissions, cites the sources behind every answer and serves the same knowledge to search, assistants, chatbots and agents through shared APIs.
Most organisations do not lack information. They lack a dependable way to reach it. Knowledge is split across drives, wikis, inboxes, ticket queues and line-of-business systems, each with its own search box and its own access rules, and isolated AI pilots on single folders add to the fragmentation rather than fixing it.
- 01Staff check several tools for one answer, then message the colleague who always knows, interrupting the people the organisation can least spare.
- 02Departments adopt separate AI assistants over their own folders, producing overlapping indexes, conflicting answers and several bills for the same capability.
- 03Each repository models access differently, through site groups, wiki spaces or CRM record ownership, and a search layer that flattens them can show restricted material to the wrong people.
- 04The same procedure lives as a wiki page, a PDF on a shared drive and an email attachment, each edited separately, with nobody responsible for deciding which copy is current.
- 05Facts held in CRM, ERP and ticketing systems sit outside document search entirely, even though many real questions need a policy and a live record together.
- 06Leaders have no view of what people are asking or where documentation repeatedly fails them.
Who it is for
Built for teams like yours
Knowledge-intensive firms
Law, consulting, accounting and engineering practices where precedents, templates and past project files decide how quickly good work gets done.
Multi-department enterprises
Organisations with several repositories, an identity provider and a growing list of AI pilots that want one governed platform instead of many disconnected tools.
Support and service organisations
Teams whose answers depend on product documentation, release notes and resolved tickets that change every week.
Technical and field operations
Manufacturing, telecoms and engineering teams that need manuals, procedures and service history on a phone, close to the equipment.
Solution architecture
How it fits together
The platform is built in layers that can be tested, scaled and replaced independently. Content enters through connectors, is processed and indexed once, and is served to every channel through a single retrieval API that checks permissions on each request.
- 01
Source connectors
Scheduled and event-driven connectors for document libraries, shared drives, wikis, ticketing tools, CRMs and databases, each running with read-only, least-privilege credentials.
- 02
Processing and enrichment
Parsing, OCR for scanned pages, table handling, language detection, de-duplication and metadata such as owner, department, version and review date.
- 03
Unified index
A hybrid keyword and vector index with an access label on every passage, alongside structured lookups for records that live in business systems rather than files.
- 04
Retrieval and answer service
One API that filters by the caller's identity, reranks candidates, writes a cited answer or declines when the sources fall short, and records each step for audit.
- 05
Delivery channels
A web portal, a workplace chat integration, widgets embedded in existing applications and endpoints for chatbots and agents, all calling the same service.
- 06
Governance and observability
An admin console for sources and owners, question analytics, unanswered-question reports, evaluation results, cost tracking and access logs.
Workflow
From request to result
- 01
Register a source
Each source is added with a named owner, a connector and a permission mapping, then syncs on a schedule or whenever its content changes.
- 02
Process and label
Content is parsed, de-duplicated against copies held in other sources and tagged with its access label, owner and review date before it reaches the index.
- 03
Ask from any channel
A person asks in the portal, in workplace chat or inside another application, and their verified identity travels with the request.
- 04
Retrieve within permissions
The platform searches only content that person may open, combines exact and semantic matches and ranks the strongest passages and records.
- 05
Answer or decline
The model writes an answer from those passages with numbered citations, or states plainly that the available sources do not cover the question.
- 06
Feed back to owners
Ratings, unanswered questions and citations to stale content are routed to the responsible owner, and evaluation reruns after every configuration change.
Capabilities
What the solution includes
Multi-source federation
Documents, wiki pages, tickets and database records searched together, with copies of the same file in different systems collapsed into one result labelled by its source.
Cross-source permission mapping
Each source's own access model, such as site groups, wiki spaces or CRM record ownership, translated into one set of access labels, with mapping reports your administrators can check.
Documents and live records combined
Questions that need a written rule and a current fact, such as a contract clause and the customer's open orders, answered from files and system APIs in one reply.
Ownership and review cycles
Every source carries an owner and a review date, with alerts when frequently cited content has passed its review point.
Question analytics by team
Reports on the most common questions, the ones the platform could not answer and the documents cited most often, broken down by team and over time.
Expert routing
When no source answers a question, the platform suggests the team or owner responsible for that topic and can open a request on the user's behalf.
Scoped access for other applications
Each chatbot, agent or internal application gets its own credentials, allowed sources and rate limits, while every call still applies the permissions of the person it acts for.
Platform administration
Sync status, connector health, permission mapping checks, usage and model spend visible to platform owners in one console.
Benefits
What changes for your organisation
Less searching, fewer interruptions
People find answers on their own instead of pulling specialists away from their work for routine questions.
One governed platform instead of many pilots
Departments share one access model, one set of controls and one cost line rather than running parallel tools.
Sources shown with their owner and age
Each citation names the system, the owner and the last review date, so people can judge how far to rely on an answer.
Documentation gaps made visible
Unanswered and poorly rated questions tell content owners precisely what is missing or out of date.
New joiners find their own answers
People new to a team ask how things are done and get answers from current procedures, with the owner's name when they need a person.
A foundation for later AI work
Assistants, chatbots and agents built afterwards connect to the same knowledge layer instead of starting from scratch.
Technology
Technology stack
Models
- OpenAI
- Azure OpenAI
- Gemini
Retrieval and data
- PostgreSQL
- pgvector
- Python
Services and interfaces
- FastAPI
- Node.js
- Next.js
- TypeScript
Platform
- Docker
- Kubernetes
- Terraform
- GitHub Actions
Delivered through
Services behind this solution
Related industries
AI Knowledge Platforms FAQ
Frequently asked questions
A knowledge platform is shared infrastructure, while a RAG chatbot is usually one interface over one collection of files. The platform connects many sources, maps permissions from each of them, gives every source an owner and exposes a retrieval API that several channels and teams reuse. A chatbot can be one of those channels. Building the platform first avoids each department paying for its own index and maintaining its own copy of the same content.
Yes, one query can cover all three, provided each system allows API or export access we can use with read-only credentials. Every source has its own connector, sync schedule and permission mapping, and results show which system each passage came from. We usually connect the source with the most questions first, confirm that permissions behave correctly, then add the others one at a time so problems are easy to isolate.
Their access follows your identity provider, so removing them from a group or disabling their account removes the matching content from their results. Depending on what the identity provider supports, group membership is checked on each request or refreshed on a short schedule you agree, and permission changes inside each source are picked up at its next sync. Before launch we test leavers, movers, shared links and nested groups, and every request is logged against the user.
Yes, by querying those systems through their APIs at the moment a question is asked rather than copying all their data into the index. A question such as what our standard terms are and which of them apply to this customer's current orders can combine a policy document with live records. Each system call is limited to the fields and records the user is entitled to see, and the answer cites both kinds of source.
Your content owners do, and the platform is designed to make that job lighter. Each source has a named owner who receives reports on unanswered questions, low-rated answers and frequently cited documents that are past their review date. Admins can withdraw a document from the index at any time, without waiting for the next sync. We set up these routines with you during the pilot so accuracy is maintained by process, not by occasional clean-up projects.
Yes, through a Microsoft Teams or Slack app that calls the same retrieval API as the web portal, so permissions, citations and logging behave identically. People ask in a direct message or by mentioning the app, and answers include links that open the source in its original system. In shared channels, answers are limited to content every member may see, or sent privately to the person who asked, so a reply does not expose restricted material to the room.
The platform reports which topics are asked about most, which questions went unanswered, which answers were rated poorly and which documents are cited most often, grouped by team and over time. Personal identifiers can be removed from these reports if your policy requires it. The reporting shows content owners and managers where documentation, training or processes are failing the people who rely on them, and which gaps to fix first.
If almost all your knowledge lives inside one productivity suite and its built-in assistant answers well enough, using it is usually the sensible choice. A custom platform earns its place when knowledge spans several suites and business systems, when you need control over models, hosting region and evaluation, or when other applications must reuse the same retrieval layer. We make that assessment with you during discovery, using your own sources and questions.
Yes, and that reuse is a large part of the platform's value. The retrieval service is published as an internal API with authentication, rate limits and per-caller logging, so a customer chatbot, an internal agent or a line-of-business application can request cited passages without building its own index. Each caller can be restricted to particular sources, and every request still applies the permissions of the person it acts for.
Yes, every source and folder is included only by explicit decision, and any of them can be excluded or restricted. HR casework, legal matters or board papers can be left out entirely, indexed for a named group only, or held in a separate index that general users never query. Rules can also stop particular sources from being sent to external models. Content, embeddings and logs stay in the cloud account and region you choose, deployed with infrastructure as code.
Enterprise search returns a ranked list of documents that match your words, while a knowledge platform also finds passages by meaning, reads them and writes a direct answer with citations. It can combine documents with live records from business systems, which keyword search alone does not do. A results list is still useful when people want the documents themselves, so the platform can offer both views over the same permission-aware index.
It is rolled out in stages, and timelines depend mainly on how many sources you have, how complex their permissions are and how much content needs cleaning before indexing. We start with one or two high-demand sources and a pilot group, which tests access control and answer quality on real questions. Further sources and departments are then added one at a time, each checked against its own evaluation questions, with working software to review every one to two weeks.
The cost depends mainly on how many sources the platform connects and how complex their permissions are, and we give a fixed quote for the first phase after discovery. Other drivers are parsing difficulty, the channels required and your hosting choices. Running costs cover hosting, storage, embedding new content and model calls per question. We estimate these from your document volumes and expected users, so you can see the monthly figure before each new source or department is added.
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