Solutions
Solutions to turn internal knowledge into useful agents.
We apply the Chatydata methodology to processes where data, documents and rules need to be well organized to create value safely.
Where to start
Three fronts where the methodology applies.
Pick the front closest to your situation — and see the use cases it covers.
Internal knowledge
To improve access to policies, processes, documents and training.
Internal support · Knowledge & training
Process & operations
To reduce rework, support internal flows and speed up decisions.
Operations & processes · Data analysis
Governance & scale
To control sources, scope, permissions and safe use of agents.
Governance & compliance · Sales & pre-sales
Most common use cases
Pick a case and see how we apply it.
Each case shows when it makes sense, how Chatydata works, which sources are involved and the expected impact.
Internal support
- When it makes sense
- When employees waste time hunting for policies, processes, internal documents and answers that depend on specialists.
- How Chatydata helps
- We organize the approved sources, define scope and build the base for an internal assistant to answer with clear provenance.
- Sources involved
- Internal policiesPDFsDrive/SharePointNotion/ConfluenceKnowledge baseInternal systems
- Expected impact
- Less rework, more consistent answers and less dependence on specialists.
Sales & pre-sales
- When it makes sense
- When sales teams waste time hunting for scattered proposals, material and commercial policies.
- How Chatydata helps
- We connect approved material, proposals and policies to a sales-support agent, with clear rules of use.
- Sources involved
- ProposalsSales materialPrice listsCommercial policiesCRMProduct base
- Expected impact
- Faster answers, greater consistency and less dependence on specialists.
Operations & processes
- When it makes sense
- When operational processes depend on scattered documents and the tacit knowledge of a few people.
- How Chatydata helps
- We structure procedures and sources so an agent can guide process steps and show where the information came from.
- Sources involved
- Procedures (SOPs)ManualsFlowsInternal documentationOperational systems
- Expected impact
- Fewer errors, faster decisions and less dependence on key people.
Governance & compliance
- When it makes sense
- When there is no control over which data agents use or where answers come from.
- How Chatydata helps
- We define per-assistant scope, approved sources, rules of use and audit trails.
- Sources involved
- Usage policiesAccess matrixSource catalogLogs and audit trails
- Expected impact
- More controlled use, with traceable sources, clear scope and adherence to internal policy.
Data analysis & reporting
- When it makes sense
- When reports and indicators are hard to interpret and cross-reference quickly.
- How Chatydata helps
- We connect reports and corporate bases to an assistant that answers with clear provenance.
- Sources involved
- ReportsDashboardsSpreadsheetsCorporate basesData warehouse
- Expected impact
- Faster insights, better access to information and less reliance on the data team.
Knowledge & training
- When it makes sense
- When onboarding and lookup of policies and processes are slow and inconsistent.
- How Chatydata helps
- We connect internal playbooks, policies and procedures to a knowledge assistant.
- Sources involved
- PlaybooksTraining materialPoliciesProceduresKnowledge base
- Expected impact
- Faster onboarding, more consistent answers and less dependence on specialists.
Not sure which case to prioritize?
The diagnostic helps identify where your company already has the data, context and conditions to move forward with agents.
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