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AI & Intelligence

AI Assistant Studio & Vector RAG Engine

Construct, train, and deploy private OpenAI vector store AI assistants in minutes.

Create purpose-built AI assistants for your team, give each its own private knowledge base, and control exactly who can use them.

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Private per bot
Knowledge base
Role + person
Access control
Tokens & cost
Usage ledger

AI Assistants

The Problem It Solves

Teams already ask AI for help, but each person writes their own prompts and the answers depend on what they happen to paste in. Company knowledge sits in documents the assistant has never seen, and nobody knows how much it is used.

  • Everyone prompts differently

    The same question gets different answers depending on who asks and how.

  • Answers that ignore your documents

    General answers do not reflect your policies, price lists or procedures.

  • Sensitive material with no boundary

    It is unclear who may use an assistant that has seen confidential files.

  • Usage with no visibility

    Nobody can say how much AI is being used or what it costs.

  • Assistants that need engineers

    Setting one up for a team turns into a development project.

  • No record of changes

    Changes to an assistant's instructions or files are not tracked.

Without it, and with it

The same everyday work, before and after.

  • Without it

    Each person writes their own instructions.

    With it

    A bot captures its instructions and model once, so everyone gets consistent answers.

  • Without it

    Answers come from general knowledge.

    With it

    Answers draw on passages found in the bot's own knowledge base, built from the files you upload.

  • Without it

    Anyone with the link can use it.

    With it

    A sensitive assistant can be limited to specific people or roles, with manager oversight of all chats.

  • Without it

    AI spend is a surprise.

    With it

    A usage ledger records executions, tokens, estimated cost and failures.

What it does

AI Assistants captures a prompt setup once so everyone gets consistent, grounded answers. A bot is configuration, not code: write its instructions, choose its model, upload its knowledge files, decide who can use it, and it appears in their sidebar.

Each bot's knowledge lives in its own private vector store that only that bot searches. Chats keep their own conversation context, and a usage ledger records executions, tokens, estimated cost and failures.

Primary purpose

Build, manage, and audit custom organizational AI agents with private company knowledge bases.

Product tour

A preview of the interface with sample data. Select a screen, then hover or tap the markers.

AI Bot Factory & KB UploaderBot Builder
Active Enterprise Bots
12 Bots
RAG Vector Indexed
Private Vector KB
48 Documents
100% Encrypted
Token Spend Ledger
$42.10 / mo
OpenAI GPT-4o
Active RAG Bot Catalog+ Create New Bot
ProposalGPTGPT-4o
KB: 24 Sales Files1.2k chats
Requirement Analyzer AIGPT-4o
KB: 12 Spec Files840 chats
Tech Interview AIGPT-4o-mini
KB: 16 Question Banks620 chats
Legal & Compliance AIGPT-4o
KB: 8 Policy Files310 chats

Create your own automated workspace

Register your company and set up AI Assistants with the rest of the platform: one sign-in, shared roles and automations that connect your work.

One sign-in for every product
Workflow automations
AI across the products

Key features

What you can do with it, day to day.

  • No-code bot factory

    Name a bot, write its instructions, pick a model and publish it to the people who need it.

  • Private knowledge bases

    Upload PDF, Word, text, CSV and Excel files. Spreadsheets are converted so they can be searched, and each bot's files are indexed separately.

  • Role and person access

    Limit a sensitive assistant to specific people or roles, with manager oversight of all chats.

  • Chat workspace

    Every bot has its own chat page and chat history.

  • Usage dashboard

    Chats, executions, token usage, estimated cost and failures at a glance.

  • Audit log

    Every bot, file and chat change is recorded.

AI-assisted

AI capabilities

What the AI does in and around this product — concretely.

  • Retrieval from your files

    Answers draw on the passages found in the bot's own vector store, so replies are grounded in your documents.

  • Instructions and model per bot

    Each bot has its own system instructions and OpenAI model, so a proposal writer and a policy assistant behave differently.

  • Spend visibility

    Every execution is written to a usage ledger with tokens and an estimated cost, and AI usage counts toward the company's plan limit.

Automation & workflows

How work moves from start to finish without hand-offs and re-typing.

Launch an assistant

From idea to available in the sidebar.

  1. 1

    Create the bot with instructions and a model

  2. 2

    Upload knowledge files; each is processed into the bot's vector store

  3. 3

    Choose which roles and people can use it

  4. 4

    It appears in their sidebar and chats can start

Keep the knowledge current

Replace documents without rebuilding the bot.

  1. 1

    Upload the new version of a file

  2. 2

    Processing status updates until it is ready

  3. 3

    Disable or remove outdated files so they are no longer searched

Use cases

Real tasks, real roles.

  • Proposal drafting

    Sales uploads past proposals and the service catalogue, then asks the bot for a first draft for a new client.

  • Policy answers

    HR uploads handbook files so staff can ask about leave or conduct and get answers from the real policy.

  • Requirement analysis

    A business analyst feeds in specification files and asks for gaps and questions to raise with the client.

  • Meeting follow-ups

    A team uses a bot configured to turn rough meeting notes into action lists.

Supported business scenarios

  • A sales team that writes proposals from past wins
  • An HR team answering repeated policy questions
  • A delivery team that wants a specification reviewer

Benefits & business outcome

What changes for your business.

Staff stop re-pasting company context into a general chatbot, and managers can see what the assistants are used for and what they cost.

  • Consistency

    Everyone gets the same grounded answer instead of their own prompt experiment.

  • Privacy by structure

    A bot searches only its own knowledge base, and the API key never leaves the server.

  • Cost control

    A ledger shows who used what, so spend is not a surprise.

  • Speed to launch

    A new assistant is configuration, so teams build their own without engineering work.

Who it's for

AI-minded teams in sales, support, HR, business analysis and engineering who want assistants grounded in their own documents.

Departments

  • AI & Engineering
  • Business Analysis
  • Sales & Support
  • Product Management

Typical users

  • AI Engineer
  • Business Analyst
  • Product Manager
  • Team Staff

Works with

The other products and integration points it connects to.

AI Assistants

Frequently asked questions

Each file is stored in a vector store that belongs to one bot and is searched only by that bot. The application keeps metadata, such as file records and chat pointers.

Request a demo

Ready to put AI Assistants to work?

Create your company workspace, or ask for a walkthrough with your own scenarios.

  • Each company's data is kept separate from every other company's.
  • One sign-in and one role model across every product.
  • AI and automations that work across the products.

Tell us what you want to run and we will walk you through it on your own scenarios.