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US-based and US-owned · Rochester, MichiganHow we operate
A practical guide

Get your business information ready for AI

A helpful answer starts with a source your business actually trusts.

Find the current source

Choose the document, system, or person that owns the answer. Resolve conflicting versions and clearly date time-sensitive information.

Prepare only what the task needs

A booking question does not need your entire customer history. Scope the information to the task and remove material the workflow does not need.

Name a knowledge owner

Someone needs to update policies, prices, availability, and instructions when the business changes. Put this responsibility in the workflow.

Check the answer against the source

Test the same question with missing, contradictory, and old information. A useful system should identify the gap and ask for help.

A little clarity goes a long way

Let’s make this useful for your business.

Start with what is taking your time. We’ll help you find a sensible next step.

Find my starting point