Internal knowledge assistants cited to the source that governs.

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Asking as
Employee

Which policy applies to this request, and is it current?

Assistant

Requests above the standard allowance need written approval from the cost-centre owner before booking.

Access applied · Identity · groups · role
Owner · Finance operations

4 sources searched · 1 governs

How an answer is produced

Sources · access · citation · currency · conflict · handoff

YPAI designs and builds internal knowledge assistants around the sources, the access rules and the questions your employees actually ask. Each answer shows the passage it came from, applies the access model chosen for the project, and makes a stale, conflicting or missing source visible in the answer itself.

The sources

policy library · shared drive · wiki · intranet · service desk

Search finds a document. The employee needs the governing answer.

An employee finds several plausible documents across a policy library, shared drive, wiki, intranet or service desk. They still need to know which one governs, which version applies, whether they may use it and who owns the conflict.

The source map separates authoritative, supporting, historical, restricted and excluded material.

The source floor: the systems a knowledge assistant reads from, laid out as one map
Source map · five classes
  1. authoritative 3 passages
    • Travel and expense policy · v4.2
    • Working from home guideline · v2.0
    • Equipment request procedure · v1.4
  2. supporting 3 passages
    • Parental leave summary · v1.0
    • Onboarding checklist · v5
    • Travel booking guide · v1.1
  3. historical 1 passage
    • Travel and expense policy · v3.9
  4. restricted 1 passage
    • Supplier payment terms · v2.1
  5. excluded 1 passage
    • Expense rules, working draft · v0.3
Asking as
Employee

Which policy applies to this request, and is it current?

Assistant

Requests above the standard allowance need written approval from the cost-centre owner before booking.

Access applied · Identity · groups · role
Owner · Finance operations

4 sources searched · 1 governs

Add your own document

9 sample passages from 5 sources. An illustration, no customer data.

The access model

Identity · groups · role · project membership · document permissions · explicit exclusions

Does access apply to the answer and the citation?

Identity, groups, role, project membership, document permissions and explicit exclusions can all enter the project design.

The access model as a row of doors: each answer and citation passes only the ones the reader may open
One question · three roles
Asking as
Employee

When are supplier invoices paid?

Assistant

Withheld. Access applies to the answer and to the citation.

Access not granted for this role · Identity · groups · role
Owner · Finance operations decides access

1 source searched · withheld

Withheld. Access applies to the answer and to the citation.

  1. Employee withheld · citation withheld
  2. Finance cited · citation shown
  3. Contractor withheld · citation withheld

The citation

source · owner · version · effective date

Every answer can show the passage it came from.

A citation links the answer to the passage and can show the source, owner, version and effective date where the customer system provides them.

Employee · Which policy applies to this request, and is it current?

Travel and expense policy · v4.2 · 1 March 2026

Requests above the standard allowance need written approval from the cost-centre owner before booking.Receipts are filed within thirty days.

Source
Travel and expense policy
Owner
Finance operations
Version
v4.2
Effective date
1 March 2026

Current versus historical

Fresh retrieval does not prove that a policy is current.

The person accountable for employee knowledge is managing more than search. Source authority, ownership, permissions and freshness decide which answer an employee can act on.

  1. v3.9

    Requests above the allowance need approval from the line manager before booking.

    15 January 2024 · superseded 1 March 2026
  2. v4.2

    Requests above the standard allowance need written approval from the cost-centre owner before booking.

    1 March 2026 · current

Conflict or missing evidence

When evidence is missing or in conflict, does the assistant show that instead of filling the gap?

Two sources answer. The conflict is shown, not resolved.

No governing source. The assistant says so instead of filling the gap.

Conflict

Asking as
Employee

Who approves travel above the allowance?

Assistant

Two sources answer. The conflict is shown, not resolved.

Requests above the standard allowance need written approval from the cost-centre owner before booking.

Travel above the allowance needs approval from the line manager before booking.

Access applied · Identity · groups · role
Owners · Finance operations and Office services

3 sources searched · 2 answer

Missing evidence

Asking as
Employee

Can I expense a home office chair?

Assistant

No governing source. The assistant says so instead of filling the gap.

Access applied · Identity · groups · role
No owner yet · a named owner takes it

2 sources searched · 0 govern

Route to the owner

a cited answer · a link to a form · a service ticket · a handoff to a person

Where the assistant stops, a person starts.

An employee may need a cited answer, a link to a form, a service ticket or a handoff to a person. The answer rules agreed for the project state where the assistant stops and what the employee sees next.

  1. 01 a cited answer
  2. 02 a link to a form
  3. 03 a service ticket
  4. 04 a handoff to a person
Asking as
Employee

How long is parental leave paid?

Assistant

Withheld. Access applies to the answer and to the citation.

Access not granted for this role · Identity · groups · role
Owner · People operations decides access

2 sources searched · withheld

From answer to release

Evaluation · first job · shared foundation · pilot · brief

Start with one employee group, one knowledge domain and a bounded source set. YPAI maps who owns each source, builds the employee experience, tests it on real questions and records what is ready for release.

The evaluation

Evaluate the questions that can change an employee decision

The evaluation set combines routine questions with ambiguous requests, restricted material, expired sources, document conflicts, missing evidence and unsupported conclusions. Measures are chosen for the questions and the risk, and acceptance thresholds are set per question set.

  1. 01 The answer draws on the approved sources, and only those.
  2. 02 Access applies to the answer and to the citation.
  3. 03 When evidence is missing or in conflict, the assistant shows that and routes to the owner.
Case Question Outcome Source Retrieval
routine questions How do I request a laptop? cited Equipment request procedure · v1.4 keyword search
ambiguous requests Which policy applies to this request, and is it current? cited · v3.9 superseded Travel and expense policy · v4.2 keyword search
restricted material When are supplier invoices paid? withheld Supplier payment terms · v2.1 keyword search
expired sources Do I need written approval for travel above the standard allowance? cited · v3.9 superseded Travel and expense policy · v4.2 keyword search
document conflicts Who approves travel above the allowance? conflict shown Travel and expense policy · v4.2 and Travel booking guide · v1.1 keyword search
missing evidence Can I expense a home office chair? no source · routed none keyword search
unsupported conclusions Is it fine to book the trip and get approval afterwards? cited Travel booking guide · v1.1 keyword search

7 questions · 7 records · acceptance decided per question

The first knowledge job

Choose the first knowledge job

Start where repeated questions and unclear authority create real work. The first domain needs named sources, named owners, a known user group and the questions that decide acceptance.

Asking as
Employee

Who approves my access requests on day one?

Assistant

Access requests are approved by the hiring manager on day one.

Access applied · Identity · groups · role
Owner · People operations

4 sources searched · 1 governs

Onboarding

Who approves my access requests on day one?

Outcome
cited
Source
Onboarding checklist · v5
Owner
People operations

One routine question is enough to begin: "Which policy applies to this request, and is it current?" Other domains follow when their content and ownership are ready.

Shared foundation

Share the foundation without mixing access rules

A company-wide assistant and a finance assistant draw on different sources. Teams share the infrastructure while each keeps its own permissions, answer rules and test questions.

Company-wide

  • all
  • staff
Asking as
Employee

How do I request a laptop?

Assistant

Laptops, monitors and headsets are requested through the service desk form.

Access applied · Identity · groups · role
Owner · IT service desk

4 sources searched · 1 governs

Finance

  • all
  • staff
  • finance
Asking as
Employee

Who approves early payment of a supplier invoice?

Assistant

Early payment needs approval from the finance director.

Access applied · Identity · groups · role
Owner · Finance operations

3 sources searched · 1 governs

Company-wide One corpus · 9 passages · two rule sets Finance

The pilot

Define · Build · Pilot · Release

From employee questions to a release decision

  1. Phase 01

    Define

    Define the employee questions and the decisions that stay with people. Map sources, owners, permissions, versions and known gaps. Agree the answer contract and the acceptance criteria.

  2. Phase 02

    Build

    Build the retrieval layer and the employee experience for the selected domain. Evaluate representative and adversarial questions. Four records keep the main decisions inspectable: the source and ownership map, the permissions matrix, the evaluated question set and the release report.

  3. Phase 03

    Pilot

    Pilot the agreed scope with a bounded user group. Decide what is accepted, what must change and what is ready to operate. Scope and commercial terms are agreed before a pilot starts. Wider deployment follows the evidence from the accepted scope.

  4. Decision

    Release

    Decided by a person, on the four records.

  1. record 01 the source and ownership map
  2. record 02 the permissions matrix
  3. record 03 the evaluated question set 7 questions in this demo
  4. record 04 the release report

4 records · one release decision · a person decides

The desk corner where the channel ends and the brief docks

The brief

Send the questions your employees need answered

Bring the employee group, the recurring questions, the source systems, the access boundaries and the source owners.

The conversation with YPAI engineers decides which sources govern, which users to test with and what evidence a release decision needs. Start with the question set and the people accountable for its sources.

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