Industry

Where a made up answer costs the most

In finance, insurance and legal services a mistake does not end with an unhappy customer. So the whole construction rests on keeping the model's freedom at the level of word choice, never reaching the substance.

Four areas

01

Questions about scope

What the contract covers, what the exclusions are, how to file. Answers only from content your team approved.

02

Intake before a case

The agent asks the questions from a list you define and hands the complete set to a human instead of deciding.

03

Case status

What stage the matter is at and what is still missing. Reading data without any right to change it.

04

Matters requiring judgement

A topic beyond the agreed scope goes to a human with the reason recorded in the audit log.

A sample conversation

A demonstration conversation. It shows the moment the agent stops answering rather than improvising.

Customer Does my policy cover water damage caused by a neighbour?
Agent In the standard variant, water damage caused by a third party is covered, with an excess of 500 zloty. Source: General terms, section 12 point 3.
Customer And if the damage is 40 thousand and the neighbour has their own policy?
Agent I cannot settle that case from the terms I have. I am passing the conversation to an adviser together with the full history and what the question concerns.
terms lookupsource citationno coveragehandoff to a human

The last turn matters most. The citation gate rejected an answer with no coverage instead of letting the model guess.

What to show the compliance team

Public documents
The data processing agreement template, the subprocessor register and the AI systems notice are published, not sent after an NDA.
Decision trace
For every turn you can reconstruct which content was retrieved and what was sent.
Redaction before writing
Identification and account numbers are replaced with markers before the event is created.
Data in the European Union
The application and database run in Warsaw. The places where data leaves that area are named individually.

How many questions are answered in approved content

In regulated industries the better the documentation, the higher this share tends to be.

Questions about status, policy, setup and pricing, where the answer already exists somewhere in your company.
0 conversations a month taken by the agent
0 team hours returned to other work

Calculated on your figures. Change the values above to see your own case.

The four mechanisms this rests on

Answers only from your content
The citation gate acts before the customer sees the first character. An answer without coverage is rejected whole and the conversation goes to a human.
Operations only with human consent
A data change becomes a confirmation card. There is no path by which the agent performs it alone.
A trace on every turn
The audit log records what was retrieved and what was decided, after sensitive data is redacted.
Your data separated from everyone else's
Organisation scope is a condition of the knowledge base query, not a filter over its result.

Documents before the sales call

The processing agreement, the subprocessor register and the security description are public. You can read them today.