Internal Knowledge Assistant
An AI assistant that answers staff questions from a firm's own policies and documents, with citations and permission-aware search.
- Industry
- Professional services
- Category
- AI application
- Type
- Concept Project
- Project code
- NX-C05
Concept projects are explorations by Nexora. They are not client engagements and contain no client data or results.
The challenge
Knowledge in professional firms lives across shared drives, PDFs and long email threads. New staff spend hours searching, and the answer they get depends on who they ask.
The solution
A secure assistant that indexes approved documents, answers with cited sources, respects folder-level permissions and lets administrators review unanswered questions to improve coverage over time.
Key features
- 01
Answers with citations
Every answer links to the passages it is based on, so staff can verify it.
- 02
Permission-aware retrieval
People only receive answers drawn from documents they are allowed to open.
- 03
Honest when unsure
When no approved source covers a question, the assistant says so instead of guessing.
- 04
Coverage review
Administrators see unanswered and low-rated questions and fill the gaps.
Visual gallery
Development approach
- 01
Curate the sources
Only documents an owner has approved are indexed, with clear version history.
- 02
Evaluate with real questions
A test set of real staff questions measures answer quality before each release.
- 03
Keep data in bounds
Documents stay in the firm's environment; only the passages needed for an answer are sent to the model.
Technology stack
- Python
- TypeScript
- PostgreSQL + pgvector
- Claude API
- OpenID Connect SSO
- Docker
Outcomes
This is a concept project, so there are no client outcomes to report. Verified results are only published for real client work.
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Building something similar?
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