How It Works

From company knowledge to answers your team can verify.

We configure and deploy AskFirmBrain around your approved information, users, security requirements, branding, and workflows.

1

Connect your knowledge

We organize and securely connect the documents, policies, procedures, manuals, and information your team relies on.

2

Build your Private AI

We configure the AI around your business, users, permissions, branding, workflows, and approved knowledge sources.

3

Deploy to your company

Launch a branded private assistant through your company domain—for example, ask.yourcompany.com.

4

Ask and get grounded answers

Your team asks questions naturally and receives answers based on approved company knowledge, with source references when available.

Product Walkthrough

One connected workspace for company knowledge

See how administrators and team members move from document management to source-backed answers in a clear, repeatable workflow.

01 · See what needs attention

Start each day with a clear company overview

The dashboard brings questions, indexed documents, active users, storage, and items needing attention into one view.

  • Monitor knowledge activity at a glance
  • Spot unanswered questions quickly
  • Move directly into documents or conversations
AskFirmBrain dashboard showing question, document, user, and storage activity
Organization-wide knowledge and activity overview
02 · Add company resources

Upload approved documents securely

Select one or several authorized files, assign a useful category, and add them to the organization’s secure document queue.

  • Upload multiple files in one action
  • Assign categories as content is added
  • Review file requirements before uploading
AskFirmBrain secure document upload page with file selection, category, and upload rules
A guided upload workflow for authorized company resources
03 · Build the knowledge base

Manage and monitor authorized documents

Track approved company resources in one managed workspace as they move from upload to searchable content.

  • Manage common business file formats
  • Organize content by category
  • See processing status without guesswork
AskFirmBrain document management page with processing status and filters
Centralized document management and indexing status
04 · Keep knowledge organized

Turn files into a browsable knowledge library

Indexed resources become easy to search, filter, categorize, and review—giving administrators control over what FirmBrain can use.

  • Search across indexed resources
  • Group knowledge into practical collections
  • Review file type, status, and update history
AskFirmBrain knowledge library with indexed resources organized by category
A searchable, organized library of company knowledge
05 · Ask and verify

Get useful answers with supporting sources

Team members ask questions in plain language. AskFirmBrain retrieves relevant company knowledge and presents an answer with citations for review.

  • Ask follow-up questions naturally
  • Keep related work in organized chats
  • Trace important statements back to sources
AskFirmBrain chat showing a grounded answer with numbered source citations
Natural-language answers grounded in company resources
06 · Configure for your company

Manage the workspace from one settings area

Administrators can maintain company details, branding, team access, security preferences, billing, usage, and regional settings.

  • Keep company information current
  • Apply company branding
  • Manage operational settings in one place
AskFirmBrain company settings page with branding and timezone controls
Central controls for your organization’s workspace

Problem it solves

Business teams often store policies, procedures, templates, and operational guidance across many files. AskFirmBrain gives the team one place to ask questions over the available company knowledge.

How it is different from a general chatbot

AskFirmBrain is designed around company-owned resources, controlled workspace access, document management, and answer review. It is not a public chatbot intended to answer without organizational context.

What professionals still do

People remain responsible for checking sources, applying judgment, and deciding whether an answer is appropriate for the task at hand.

Human review still matters

AskFirmBrain helps retrieve and summarize company knowledge. It does not replace qualified judgment or final decision-making. Your team remains responsible for reviewing answers and available sources before relying on them.