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Client work

AI assistant in Slack, plus internal tools

The organisation's own knowledge, answerable in the tools people already use.

An AI assistant connected to the firm's own knowledge base and available inside Slack, delivered with workflow tooling and hands-on workshops so the team can keep extending it.

Result
  • 5 working tools delivered
  • 2 months delivery period
Industry
Professional services
Users
Teams across the company
Project flow
  1. Question in SlackAsked in the flow of work, in plain language
  2. Knowledge lookupSearches the organisation's own material
  3. Answer in SlackReturned in the same conversation

What needed to change

The knowledge existed. It just wasn't reachable at the moment someone needed it.

In a knowledge-driven organisation, the most valuable asset is also the hardest to reach. It's spread across documents, projects and people, and every unanswered “where's the thing on…?” is time lost and consistency eroded.

The work had to fit workflows people already used: no new system to learn, and no leap of faith about where an answer came from.

What we built

01

Scoped before building

A focused discovery sprint defined exactly what the assistant draws on and how it should behave.

02

Answers inside Slack

The team can ask questions about company documents in Slack, with clear limits on what the assistant will and won't answer so it stays reliable.

03

Tooling and workshops

Additional workflow tooling and hands-on workshops so the team can read, change and extend the work themselves.

What changed

Teams can now ask for company knowledge in the tools they already use, instead of hunting for it.

5

working tools delivered

2 months

delivery period

The capability is owned in-house, not operated by Casper.