Internal Knowledge Agent
Your credit union's knowledge, available when your staff need it
Policies, procedures, product information, internal guidance and operational documents contain everything your team needs to know. But finding the right information can take time, particularly when it is spread across folders, documents and different systems.
The Internal Knowledge Agent gives your staff one place to ask questions and find answers from your organisation's own knowledge.
Available as a standalone product, or alongside our Member-Facing AI Chatbot.
Instead of searching through documents or asking a colleague, staff can simply ask a question in plain English. The Internal Knowledge Agent searches your approved internal documents and provides a clear answer based on the information available to it.
It can help staff find information, understand complex documents, compare policies and procedures, summarise lengthy documents and quickly locate the details they need to do their job.
More than a chatbot
The Internal Knowledge Agent is designed to make your existing knowledge easier to use, while also helping your credit union keep that knowledge accurate and up to date.
Ask questions about your documents
Staff can ask questions in natural language and get answers based on your credit union's internal knowledge, without having to manually search through multiple documents.
Summarise lengthy documents
Turn lengthy policies, procedures, reports and other documents into concise summaries and key points, helping staff understand important information quickly.
Find specific information
Ask for a particular detail, requirement or process and let the Internal Knowledge Agent find it within your documentation.
Compare documents
Compare policies, procedures or other documents to identify differences, changes and important points.
Understand individual documents
The Internal Knowledge Agent can answer questions about a specific document, helping staff quickly understand what it says and what is relevant to them.
Work with uploaded documents
Staff can upload a document and use the Internal Knowledge Agent to ask questions, extract key information, summarise it or explore its contents. Uploaded documents can be used within that conversation without becoming part of the credit union's permanent knowledge base.
Keep your knowledge up to date
Good internal knowledge is not just about finding information. It is about making sure the information staff find is current and consistent.
The Internal Knowledge Agent can work alongside your existing document storage, such as SharePoint document libraries, so your existing systems remain the source of truth.
When a new or updated document is added, the Internal Knowledge Agent can scan the wider knowledge base and identify existing documents that may contain conflicting information.
For example, if a credit union updates its loan policy, the Internal Knowledge Agent can highlight other documents that appear to contain the previous requirements or different information. Staff can then review those documents and update them where necessary.
This helps reduce the risk of outdated information being left elsewhere and makes it easier to maintain one consistent source of knowledge for your staff.
Never forget a document review
Policies and procedures often need to be reviewed regularly, but review dates can be easy to overlook.
The Internal Knowledge Agent can monitor review dates and send an email reminder two months before a policy or procedure is due for review, giving your team time to assess and update it.
Rather than relying on someone to remember when a document needs attention, the Internal Knowledge Agent helps bring upcoming reviews to your attention automatically.
One place for your team's questions
From onboarding a new member of staff to checking a detailed procedure, the Internal Knowledge Agent gives your team a faster way to access the knowledge they already have.
Give your staff a better way to use what they already know
Your credit union has already invested time creating policies, procedures, guidance and documentation.
The Internal Knowledge Agent makes that knowledge easier to access, easier to understand and easier to keep up to date.
Less searching. Less asking around. More time getting things done.
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