SCOPING GUIDE
Internal knowledge tools
Define document access, answer evaluation, and escalation before putting an AI interface over internal information.
Questions to resolve first
- Which documents may each user access?
- How are source references and uncertain answers presented?
- How will revoked access and changed documents propagate?
One possible workflow
An internal search tool can show permitted source passages and route unanswered questions to a knowledgeable colleague.
Illustrative example, not a live integration or customer result. Feasibility depends on the systems, APIs, permissions, data, and support requirements reviewed during scoping.
What happens before a build?
We review the existing workflow and native platform features first. If custom development fits, scope, acceptance checks, milestones, pricing, and ongoing responsibilities are agreed before work starts.
Explore the engineering field notes →