Build an internal assistant for rules and onboarding

Employees ask an internal assistant about manuals, rules and onboarding instead of searching for ages

Needs setupAI Act: no extra obligationsMaking knowledge available on requestAll industries

Fits: Leaders & strategy · Customer service · HR · Legal & compliance · IT & software development · Office, administration & casework · Production, engineering & maintenance · Logistics & warehousing · Health & care · Teaching & education

New and experienced colleagues find the answer to “How do we do this here?” in seconds, with a link to the applicable rule. HR, IT and team leads get fewer repeat questions.

Is this for you?

  • Your rules, manuals and onboarding materials are available digitally, scattered across several storage locations.
  • The same questions come up again and again, especially in new people's first weeks.
  • Someone is willing to tidy up the documents and keep them up to date.
First step today

Take two or three non-confidential documents, such as the travel expenses policy and the onboarding plan, and use the template below to ask five typical questions new people would ask. Watch whether every answer has a source reference and whether the assistant admits when something is not in the documents.

How to go about it

  1. Choose the documents the assistant may know
  2. Remove outdated versions and add the version date
  3. Connect the assistant to the approved storage location
  4. Test with real questions from onboarding
  5. Release it to everyone and explain it
  6. Review unanswered and wrongly answered questions

Templates to copy

Try it now
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Plan the rollout
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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

4 more use cases follow the pattern “Making knowledge available on request”.

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A-008 · Legal status 08.10.2026