Employee assistance
Help employees find internal guidance, understand a procedure or prepare a document. Combine relevant company knowledge with the context of their role and task.
Intelligent Assistants & Workflow Automation
Help people get work done.
An assistant can help someone find information, prepare a response or take the next step in a business process. Its value depends on how well it understands the task and connects to the systems around it.
We design and develop assistants for defined users and workflows, combining AI with application integration, clear permissions and human oversight. The starting point is the work you want to improve.
Where an assistant can help
Give each assistant a clear purpose.
Customer-facing support
Help customers navigate information, explain what they need and provide the details required to resolve an enquiry. Define when the assistant should hand the conversation over to a person.
Support for recurring tasks
Classify incoming requests, extract information or prepare structured records for review. Connect these steps to an existing workflow, with checks before information is saved or an action is taken.
Connected to your environment
Bring knowledge and actions into the same workflow.
An assistant may need to retrieve documents, read a case record or prepare an update in another application. We define these connections through the available APIs and interfaces, with explicit limits on what the assistant can read and change.
RAG can provide source-linked answers from selected knowledge collections. Workflow logic determines what happens next: asking for missing information, preparing an action, requesting approval or passing the task to a person.
Cloud and on-premises deployment are available across mainstream platforms. The architecture is chosen around your data boundaries, identity systems and operating requirements.
Legal RAG and enterprise knowledgeSoftware engineering and integration
Example application
From an incoming request to a reviewed update.
Consider an assistant helping a service team process customer enquiries. The assistant prepares information for the team while the surrounding workflow controls what can happen in the case-management system.
Understand the request
Identify the topic, gather the necessary details and ask for clarification when information is missing.
Prepare a proposal
Retrieve relevant guidance and permitted case information. Suggest a category and draft a response, with supporting sources where appropriate.
Review and approve
Let the responsible person check and edit the proposed response and case update before approving the defined action.
Apply or hand over
Make the approved update through the application interface. Confirm the result, or hand the case to the team if the update fails or needs further attention.
An illustrative workflow; the steps, permissions and approval points are agreed for each implementation.
Clear boundaries
Define what the assistant may do—and when it should stop.
Permissions and approval
Separate access to information from permission to change it. Define allowed actions, validation rules and approval requirements for each user role and workflow.
Traceability and handover
Agree which actions and decisions need to be recorded, who can inspect them and how long records are retained. Give people a clear way to take over with the relevant context.
Failure handling
Plan for unavailable systems, incomplete information and unsuccessful actions. Check the actual result before reporting completion, and design retries to avoid duplicate updates.
Prove usefulness in the workflow
Test the whole task, from request to result.
Start with a bounded use case and representative examples from the people who do the work. Agree what a successful outcome looks like and which decisions must remain with them.
Evaluate task completion, answer quality, action accuracy and the effort required to review or correct the result. Test exceptions and permission boundaries alongside response time and operating cost.
A focused prototype can establish feasibility before broader integration. Deployment, monitoring and support are then planned around the agreed scope, with support levels and response commitments tailored to the customer.
How we work
The experience behind the solution
AI assistance backed by software engineering.
iCode has developed custom software and designed solution architectures since 2003. That background supports the integration, data handling and application behaviour an assistant needs to work within a business environment.
Our legal RAG work adds practical experience in retrieving relevant information and connecting answers to sources. These capabilities provide a foundation for knowledge-enabled assistants, with the interaction and action scope designed for each project.
Explore our RAG expertise
Your next step
Which workflow would benefit from an assistant?
Tell us who does the work, what slows them down and which systems they use. We can help identify a useful first task and the boundaries needed to evaluate it.
Discuss your workflow