Professional Services AI Knowledge Assistants

Answers in seconds, not hours—across your entire knowledge base. 25–40% less search time, faster onboarding.

Professional Services AI Knowledge Assistants
Professional Services AI Knowledge Assistants

Stop Drowning in Knowledge Friction

Your team's collective expertise is trapped in scattered documents, emails, and systems. While competitors move fast, your people waste hours searching for the right SOP, client precedent, or technical spec. Pathopt AI's Knowledge Assistants plug directly into your M365 or Google Workspace, using advanced RAG (Retrieval-Augmented Generation) to surface accurate answers in seconds—not hours. Your data stays secure with inherited permissions, and your team gets superhuman recall across your entire knowledge base.

Benefits

Turn Knowledge Friction Into Competitive Advantage

When your team can find answers instantly, everything accelerates—client work, onboarding, decision-making, and revenue per employee.

25–40% Faster Information Retrieval

25–40% Faster Information Retrieval

No more hunting through folders or asking 'who knows about...' Your assistant delivers precise answers with source citations in seconds.

3x Faster New Hire Onboarding

3x Faster New Hire Onboarding

New team members get instant access to institutional knowledge—SOPs, client histories, and best practices—without overwhelming senior staff.

Zero Data Exposure Risk

Zero Data Exposure Risk

Your assistant inherits existing M365/Google permissions. Users only see what they're already authorized to access—no scary data leaks.

Higher Revenue Per Employee

Higher Revenue Per Employee

When expertise is instant and searchable, your team delivers better client outcomes faster—increasing billable efficiency and satisfaction.

Features

Built for Professional Services, Not Generic Chatbots

Our knowledge assistants understand your business context, maintain security, and get smarter as your knowledge base grows.

Retrieval-Augmented Generation (RAG)

Retrieval-Augmented Generation (RAG)

Unlike generic AI, our system grounds every answer in your actual documents—with citations and confidence scores for complete transparency.

Permission-Aware Search

Permission-Aware Search

Seamlessly integrates with M365 and Google Workspace permissions. Users only access information they're already authorized to see.

Context-Aware Responses

Context-Aware Responses

Understands professional services workflows, client contexts, and industry terminology—delivering relevant, actionable answers every time.

How it Works

From Knowledge Chaos to Instant Expertise

We connect your existing knowledge systems and deploy smart assistants that make your collective expertise searchable and actionable—with zero disruption to your current workflows.

Connect Your Knowledge Base

Connect Your Knowledge Base

We securely integrate with your M365, Google Workspace, SharePoint, and other knowledge repositories—mapping permissions and content automatically.

Deploy Smart Assistants

Deploy Smart Assistants

Your team gets AI assistants trained on your specific documents, processes, and terminology—accessible through Teams, Slack, or web interface.

Learn and Improve

Learn and Improve

The system learns from usage patterns and feedback, continuously improving accuracy and relevance for your specific business needs.

Our Trusted Partners

chatgpt
Gusto
Quickbooks
microsoft
Google
Slack
Hubspot
Notion

Case Studies

Learn how we transformed Sec Ops for these fine companies.

Ready to Turn Knowledge Into Your Competitive Edge?

Start with a 2-week pilot—see how much time your team saves when expertise is instant. Book a demo and discover your knowledge ROI.