Planned product · Custom development enquiries open
This is a proposed product scope. There is no released software, working demo or source-code download yet. You can download the planning brief below or discuss a custom implementation.
Who this is for
B2B SaaS companies and service teams answering recurring product questions.
The problem worth solving
Useful answers are scattered across product documentation, internal notes and previous conversations. A generic chatbot can sound confident while using the wrong source.
A useful first workflow
A support agent asks a question, sees a draft answer with source passages, checks access permissions and approves the response. When evidence is missing, the system routes the question to a person.
Proposed first release
- One approved document collection with upload, indexing and deletion
- Source-linked answers and an explicit insufficient-evidence state
- Workspace access checks and a support-agent review screen
- A small evaluation set, feedback capture and a human handoff
Designed for further development
- Replace the document connector without rewriting the answer interface
- Add a help-desk adapter after the internal assistant works
- Configure retrieval, prompts and escalation rules per workspace
The implementation plan calls for a customer-controlled repository, documented module boundaries, migrations, sample data and setup instructions. Deliverables, third-party licenses and any redistribution rights are agreed in the project scope. No existing reusable implementation is claimed on this page.
Acceptance checks to agree
- A user cannot retrieve another workspace’s documents
- Answers cite passages that support the response; missing evidence triggers handoff
- Deleting a source removes it from subsequent retrieval
- An agent can review and correct a draft before it is sent
Scope boundaries
Autonomous customer replies, unrestricted web browsing and claims of perfect answer accuracy are outside the initial scope.
What to bring to a discussion
Prepare an approved document sample and 20 representative questions, including questions the system should refuse to answer.
Explore the related planned demonstration for a concrete user journey and validation plan.
Use this scope with your team
Free Markdown planning brief. This is a requirements document, not a software package.
Build it for your workflow
I lead the technical work directly and involve collaborators when the agreed scope needs them. We begin with the data, integration constraints and acceptance checks, then agree the release and handover.
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