Softment

AI Use Case

AI Knowledge Base Chatbot

Answer questions across policies, SOPs, and docs with grounded responses, citations, and permission-aware retrieval.

Start smallFixed-scope pilot
Delivery1–2 weeks typical
IncludesSource + handoff
Doc ingestion and chunking strategyCitations/excerpts for trustPermission-aware access rulesEval loop + monitoringClean handoff and extension plan

Problems

What’s slowing teams down

Common bottlenecks we see before AI workflows are implemented.

Slow knowledge retrieval

Teams waste time searching across scattered docs.

Inconsistent answers

Different people interpret SOPs and policies differently.

Permission requirements

Not all docs should be visible to all users.

No measurement loop

Without evals, you can’t reliably improve retrieval quality.

Delivery

What we deliver

Implementation-ready modules designed for reliability, safety, and real operations.

Grounded KB assistant

Answer from docs with citations and safe fallbacks.

Retrieval tuning

Chunking/metadata, hybrid search, and reranking when it helps.

Access-aware retrieval

Respect roles, tenants, and document-level permissions.

Evals + monitoring

Eval queries and KPIs to prevent drift.

Deliverables

What you’ll get

Concrete outputs designed for predictable handoff and measurable improvements.

Knowledge base ingestion pipeline

Retrieval tuning + metadata strategy

Chat UI + embed-ready delivery

Citations/excerpts and safe fallbacks

Optional permission-aware retrieval

Eval set + handoff documentation

Process

How we work

A pilot-first approach, with the quality and governance needed for production rollouts.

1
2–5 days

Ingest

Connect docs and build indexing.

2
3–7 days

Tune

Optimize retrieval for real queries.

3
3–7 days

Ship

Chat UX, citations, monitoring, rollout plan.

Stack

Suggested implementation stack

A practical stack we can adapt to your constraints and existing systems.

Embeddings + chunkingVector DB (pgvector / Qdrant / Pinecone)Hybrid retrieval + reranker (optional)Auth/RBAC (optional)Tracing + monitoring

Automations

Example automations

A few workflows that usually deliver ROI quickly.

Policy Q&A for support teams

SOP assistant for operations

Document comparison and summaries

Onboarding Q&A with permissions

Standard

AI delivery standard

Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.

Logging + tracing

Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.

Guardrails + safety

Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.

Evals + regression tests

Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.

Cost + latency controls

Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.

Documentation + handoff

Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.

Security-first integration

Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.

Pricing

Typical pricing ranges

We confirm scope before starting. These ranges help you plan a pilot versus a full rollout.

Pilot KB chatbot: $900–$3,500

Multi-source KB with permissions: $3,500–$12,000

Timelines

Delivery timelines

Common timelines for pilots and production hardening, depending on integrations and governance.

Pilot: 1–2 weeks

Multi-source rollout: 2–4 weeks

Risks

Risks & mitigation

The failure modes we design for so reliability and trust stay high.

Stale content

We define refresh cadence and monitor ingestion failures.

Weak grounding

We use citations/excerpts and safe fallbacks, plus eval sets for measurement.

AI Case Examples

Micro case studies (anonymous)

A few safe examples of outcomes we build for real operations—no client names, just results.

Secure Mobile Solution in Australian Defence Ecosystem

Problem: Secure data workflows were required in a regulated environment with strict access controls.

Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.

Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.

AI Knowledge Base Across 2,000+ Pages

Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.

Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.

Outcome: Reliable answers with <10s response times and measurable improvements on real queries.

Ops Automation with AI + n8n

Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.

Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.

Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.

Compare

Decision guides

Quick comparisons to help you choose the right approach before building.

FAQ

Frequently asked questions

Can we connect Notion/Confluence/Drive?

Often yes. We select connectors based on access controls and document formats.

Do you support citations?

Yes. We can include citations/excerpts and links back to sources for trust and debugging.

Can this respect permissions?

Yes. We can implement access-aware retrieval aligned with your auth model.

How do you improve accuracy over time?

We add eval queries, track failures, tune retrieval, and introduce reranking if it measurably helps.

Can we start with one doc set?

Yes. A small pilot is the best way to validate retrieval quality before expanding.

Will we own the code?

Yes. Source code and handoff notes are included.

Ready to start?

Want an AI pilot for your workflow?

Start with a fixed-scope gig or request a tailored implementation plan for your systems.