Consistent service no matter who's working
AI Knowledge Base and SOP Assistant for Your Team
Answers your team can find in seconds.
Your team asks a private AI assistant how something is done and gets the answer from your own manuals, SOPs, price sheets and policies, with a link to the source. The owner stops being the help desk.
Starting from $199/mo · Final price after your free audit
Fewer interruptions for owners and managers
Faster onboarding for new hires
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $2,000
- Collection of your manuals, SOPs, price sheets, policies and training videos
- Short voice interviews turned into written SOPs where gaps exist
- A private assistant that answers only from your documents, citing the source
- Access set up in Slack, Teams, a web page or by text
- Permission levels by role, so people see only what they should
- Testing with your team's real questions, then a walkthrough
Every month · Starting from $199/mo
- Adding new and updated documents so answers stay current
- Monitoring answer quality and fixing wrong or missing answers
- A monthly report of the questions asked most and gaps found
- Support by call, text or email
Extra costs, billed at cost
- AI usage from an enterprise provider that doesn't train on your data
- Seats or plans for Slack, Teams or Notion, only if you don't have them
- All tools opened in your business's name and billed at cost, with no markup
What I need from you
- Access to where your documents live (Google Drive, SharePoint, Notion, Confluence)
- Time from you or key staff for short SOP interviews
- Approval of which documents each role can see
- Review of draft SOPs before they go live
Not included
- Training on anyone else's data: it uses your documents only
- Legal, HR or compliance review of your policies
- A customer-facing website chat (offered as a separate service)
- Rewriting your full manual library from scratch
What you get at launch
- A private assistant your team can use where they already work
- Written SOPs from the interviews, yours to keep
- Role permissions and sources documented in plain English
- All AI accounts and data in your business's name
Example conversation
See it work
Ask a question, get your company's answer.
- 1
Your team asks
In Slack, Teams, a web page or by text, they ask the way they'd ask you: "How do we handle a warranty callback?"
- 2
It answers from your documents
The assistant answers only from your manuals, SOPs, price sheets and policies, and names the source so anyone can check it.
- 3
Gaps get filled
Questions it can't answer show up in a monthly report, and I turn short interviews into new written SOPs.
The problem
Why it matters.
Know-how lives in the owner's head and a few long-time employees. New hires interrupt them constantly, mistakes repeat, and when someone leaves, their knowledge leaves too.
What's included
What it does.
- Private assistant trained only on your documents
- Answers cite the source document
- Works in Slack, Teams, a web page or by text
- Captures new SOPs from voice notes and videos
- Permission levels by role
- Shows which questions come up most
How it works
From first call to live.
- 1
Collect what exists
Manuals, docs, emails, training videos and price sheets.
- 2
Fill the gaps
Short voice interviews turned into written SOPs.
- 3
Launch to the team
Where your team already works, with usage reports.
Who does what
The assistant answers. You decide what it knows.
- Answering routine how-to questions from your documents
- Citing the source document with every answer
- Showing each role only what it's allowed to see
- Adding new and updated documents so answers stay current
- A monthly report of top questions and gaps
- Approving which documents each role can see
- Reviewing draft SOPs before they go live
- Judgment calls that aren't covered in your documents
Example
A month of team questions, before and after.
- About 15 interruptions a day with the same questions
- Pricing and policies explained differently by different people
- New hires shadowing someone for weeks to learn the basics
- Know-how that leaves when a long-time employee does
- Routine questions answered in seconds, with the source named
- One answer, from the same approved document, every time
- New hires look things up themselves instead of waiting
- Key procedures written down and kept current
Illustrative example for a 15-person field service company, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Multi-location businesses
- Franchises
- Medical and dental offices
- Field service companies
- Manufacturers
- Agencies
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- Google Drive
- SharePoint
- Notion
- Slack
- Microsoft Teams
- Confluence
Pairs well with
Related services.
Hiring and Onboarding Automation
Fill roles faster and keep crews staffed.
Starting from $149/moLearn more ›AI Training for Teams
Every employee gets more done.
Starting from $750 per workshopLearn more ›AI Website Chat Assistant
Converts visitors who would leave without calling.
Starting from $149/moLearn more ›AI Knowledge Base and SOP Assistant questions.
Is our information kept private?
Yes. It runs in your accounts with enterprise AI providers that don't train on your data, and access is limited by role.
What if our SOPs aren't written down?
That's common. I turn recorded walkthroughs and interviews into written SOPs as part of the project.
Can customers use it too?
A customer-facing version can power your website chat with approved information only.
What is an AI knowledge base?
It's a private assistant that answers your team's questions using only your own documents, like SOPs, manuals, price sheets and policies. Each answer names the document it came from.
How is this different from ChatGPT?
A general chatbot answers from the internet and can make things up about your business. This assistant answers only from your documents, cites the source, and says so when the answer isn't there.
What happens when it doesn't know the answer?
It tells the person it couldn't find it in your documents instead of guessing. Those questions show up in the monthly report, so the gap can be filled with a new or updated SOP.
Can the AI make mistakes?
Yes, like any AI. That's why every answer cites its source, I test it with your team's real questions before launch, and I monitor answer quality and fix wrong or missing answers each month.
How much does an AI knowledge base cost?
From $199/mo plus a $2,000 one-time setup. AI usage is billed at cost in your business's name. The final price depends on how many documents and how many SOP interviews you need, and you get it in writing after the free audit.
How do I keep it up to date?
Updating the document updates the answer. Adding new and updated documents is part of the monthly plan, so your team isn't working from an old price sheet.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.