Help employees find approved procedures and answers with visible source references.
Employees repeat questions because trusted knowledge is difficult to find.
Knowledge and SOP Agent helps employees find approved procedures without searching across multiple folders. Answers are grounded in selected SharePoint, OneDrive or document sources and can show the supporting reference.
Faster answers grounded in approved documents and existing permissions.
Begin with a bounded process where source information, decisions and exceptions can be clearly defined.
Answer routine internal questions from the current approved policy set.
Guide staff to the right SOP and show the relevant source context.
Give new employees a consistent route to approved operational knowledge.
Routine processing is automated while decisions and exceptions remain visible.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Content owners approve sources and handle sensitive or uncertain questions.
The pilot uses a curated source library with named content owners. FreedomX checks permissions, document currency and common questions, then tests whether answers cite the correct material before wider access is considered.
FreedomX configures and manages the workflow. Customer-designated owners retain final authority over sensitive actions and business decisions.
The answers shape scope, integration effort and the level of human control.
Yes, subject to tenant permissions and an approved source scope. The design should respect existing access controls.
The workflow should not guess. It flags the conflict and routes it to the relevant content owner.
We begin with the process owner, a representative set of sharepoint libraries, sops, policies, the current workflow and the decisions that must remain with people. Discovery confirms the exact data, permissions and integration boundary before a pilot is proposed.
The pilot establishes a baseline and tracks practical measures such as successful answer rate for approved question set, time to find a trusted procedure, unanswered questions that reveal content gaps. FreedomX reviews quality, exceptions and human intervention before recommending a wider rollout.
Use these practical guides to define the use case, controls and evidence required for a responsible pilot.
AI agent guide
Understand how an agent differs from a chatbot or fixed automation.
Read the guidePilot planning
Compare candidate processes using value, data readiness, risk and measurement.
Use the five testsDeployment readiness
Review ownership, permissions, human approval and monitoring before launch.
Open the checklist