See how the
parts come together.

Inputs: Approved document repositories, source owners and the organisation’s identity and access rules.

Flow: Ingest and index → apply user permissions → retrieve supporting passages → prepare a source-linked answer.

Controls: Document entitlements, version freshness, citation support and a clear “not enough information” path.

Evaluation: Test known questions, conflicting versions, deleted documents and users with different access rights.

Inputs: A bounded task, the current business record and a small set of explicitly permitted tools.

Flow: Receive a task → retrieve context → propose an action → request approval where required → execute and record.

Controls: Server-side authorisation, argument validation, approval gates, duplicate prevention and an exception queue.

Evaluation: Test unavailable tools, misleading input, repeated requests and approval after a record has changed.

Inputs: Selected operational records, reports and open exceptions from agreed systems of record.

Flow: Collect source signals → reconcile and label freshness → identify exceptions → prepare a reviewable management view.

Controls: Data lineage, source timestamps, access separation and human judgement over the interpretation.

Evaluation: Check stale sources, conflicting figures and missing inputs; distinguish a source fact from a generated summary.

Inputs: Customer enquiries, approved service information, qualification rules and the existing CRM.

Flow: Capture an enquiry → identify missing details → prepare a response → obtain approval → update the record and follow-up.

Controls: Verified service information, consent requirements where relevant, review of commercial commitments and manual escalation.

Evaluation: Test incomplete requests, duplicate contacts, unsupported services and a CRM connection failure.

Inputs: An authorised document collection, a defined extraction or drafting task and approved working templates.

Flow: Classify and extract → link fields to source passages → flag uncertainty → prepare a draft → professional review.

Controls: Confidentiality boundaries, original-source preservation, document version tracking and a qualified reviewer.

Evaluation: Check scans, missing pages, ambiguous fields and conflicting versions; measure the reviewer’s correction work.