Source supportExample team handbook · Getting started
Answer with a source
03 / Prepare only what the source supports
The example onboarding guide covers account setup, everyday tools and a first-week checklist. Open the team handbook to review the source.
Example team handbook · Getting started
04 / Inspect the source and keep a person responsible
Scenario ready
Choose an input to explore the outcome.
Owner
—
Next step
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An answer carries its source; a gap or disagreement carries a reason to ask a person instead of an invented answer.
Synthetic demonstration. Names, documents, records and outcomes are invented examples, not client results. These controls run locally; no message is sent, no appointment is booked and no external record changes. Sensitive or uncertain decisions stay with a person. Example policy passages are not HR, safety or legal advice.
Enable JavaScript to change the example. The complete workflow and its controls are described below.
30 minutes. One workflow mapped. You keep the map either way.
Answered from the approved documents, with both sources shown.
Amber is the human gate: what the documents don’t cover leaves the
system and ends on a named expert.
The operating rule
Every answer shows its sources. The part the documents don’t cover goes to a
named expert — not a guess.
Approved documents only
Two visible citations
One named owner for the gap
One question, end to end
Six steps. Two sources. One gap.
Press play, or click any step to jump there.
1 / 6
Step 1 of 6: Question received
ScenarioOps · process exception
EmployeeB. Nguyen · Ops
ChannelTeam chat
TopicCustom-order return
SourcesApproved SOPs + handbook
Click a step
Internal assistantApproved sources only · every answer citedDemonstration
Employee · 10:05
A customer wants to return a custom order — what’s the process?
System · 10:05
Searching approved documents only · 2 matches found
System · 10:05
Retrieved: SOP-04 §3 · Handbook p.12
Assistant · 10:06
Custom orders can be returned within 14 days with manager approval and a 15% restocking review. Sources: SOP-04 §3 · Handbook p.12.
System · 10:06 Human attention
Refund amount for partial use is not covered · routed to Ops manager — K. Patel
System · 10:06
Answer, sources, and documentation gap logged
Approved source set
3 documents · never the open internet
SOP-04 §3Returns and exceptionsIndexedCited
Handbook p.12Custom ordersIndexedCited
SOP-11Shipping and carriersIndexedNo match
Nothing in the set covers a partial-use refund — so the assistant
stops and a person decides.
What changed at this step
ArrivedChat message from B. Nguyen
System didCaptured the question with context
Record nowQuestion open · 10:05
OwnerAssistant
ArrivedThe question text
System didSearched approved documents only
Record now2 matches · 0 outside sources
OwnerAssistant
ArrivedTwo matching documents
System didPulled the exact passages
Record nowSOP-04 §3 · Handbook p.12
OwnerAssistant
ArrivedTwo retrieved passages
System didAnswered with sources attached
Record nowAnswer + 2 visible citations
OwnerAssistant
ArrivedOne uncertain sub-question
System didStopped instead of guessing
Record nowFlagged: partial-use refund
OwnerKPK. Patel — Ops manager
ArrivedAnswer plus one open gap
System didLogged both against the question
Record nowExchange saved · gap queued
OwnerK. Patel — Ops manager
Human keeps
Anything the approved documents do not cover. It stops here, with the
question attached, and goes to a person by name.
The part that matters
The answer it refuses to give.
A confident citation is the easy half. This page is about the other half — the
moment it reaches the edge of the documents and hands that piece to a person.
Covered by the documents01
It answers, and shows its work.
“A customer wants to return a custom order — what’s the process?”
Custom orders can be returned within 14 days with manager approval
and a 15% restocking review.
SOP-04 §3
Handbook p.12
Result
Answer with two visible citations
Owner
Assistant
Not covered — human attention02
It stops, and says it does not know.
“Refund amount for partial use is not covered.”
No paraphrase, no plausible-sounding number — the part the
documents don’t cover goes to a named expert, not a guess.
Result
Low confidence goes to a person
Routed to
KPOps manager — K. Patel
Next action
Expert answers directly
The same shape, other departments
Every gap has a name attached to it.
HR · policy question
“How much parental leave do I have, and when do I need to file?”
Twelve weeks, filed at least 30 days ahead when foreseeable.
HR-02 §5
Benefits guide p.8
Not covered
Intermittent-leave scheduling is not covered
DMRouted to HR lead — D. Moss
Safety · procedure
“What’s the lockout procedure for the compressor room?”
De-energize, apply personal lock and tag, verify zero energy before entry.
Safety §7.2
Equipment sheet C-4
Not covered
Contractor lock procedure is not covered
LGRouted to Safety officer — L. Grant
Before and after
The same question, two ways.
Manual today
Whoever is free answers.
Answers depend on who you happen to ask
Time is lost searching folders and threads
Uncertain answers become confident guesses
Connected system
The documents answer, or a person does.
Answers come from approved documents only
Every answer shows its sources
Uncertainty routes to a named expert
Never automated
Answering from outside the approved set
Presenting an uncertain answer as a confident one
Routing a gap to nobody
Explore another workflow
Six systems. One way of working.
Every demonstration follows the same shape: a trigger, a system action, a visible record,
a named owner, an exception path, and a recorded outcome.
The demo is simple — the operating rules are specific
Map your knowledge workflow.
A real build starts from your approved documents, confidence thresholds, and named
subject experts — mapped together on one call. Thirty minutes, one workflow, and
you keep the map either way.