Answer customer questions instantly from your own knowledge base

A chat assistant that answers questions using your own documents and remembers the conversation as it goes.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("person asks a question")):::human s0["check conversation history"]:::task s1[("search knowledge base")]:::store s2["draft answer with ai"]:::svc s3["send answer to chat"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"accurate context aware answer sent"/]:::out pay{{"less time answering repeat questions"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGSpreadsheet & Database OpsDevOps & IT Operations
Connects
ClaudeSupabaseOpenAIPostgreSQL

The problem it solves

You have manuals, policies, and support docs scattered everywhere, and answering the same questions over and over eats up your team's time. Generic chatbots don't know your business, so they either make things up or give unhelpful answers.

Who it fits

A company that wants an AI assistant trained on its own documents to answer staff or customer questions.

How it works

  1. A person types a question into the chat
  2. The system checks the conversation history so it remembers earlier context
  3. It searches your knowledge base for the most relevant documents
  4. Claude reads the retrieved documents and the conversation, then writes an answer
  5. The answer is sent back in the chat
What you get

Questions answered instantly from your own documents

Your team or customers get instant answers pulled straight from your own documents, day or night.

What you get

An accurate, context-aware answer in the chat, grounded in your own documents.

What you need

An Anthropic API key, an OpenAI API key, a Supabase project, and a PostgreSQL database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Chatbot that answers questions and quietly turns visitors into leads

An AI chatbot answers visitor questions from your knowledge base and gradually collects their name and email to capture leads.

Advanced

Generate SEO content briefs from competitor research with AI

It researches competitors for each keyword and uses AI to draft optimized meta tags and content briefs.

Advanced

Ask your database questions in plain English instead of SQL

An AI agent turns plain-English questions into database queries and gives you the answer directly.

Standard

Ask your database questions and get instant charts back

You chat in plain English and AI queries your database and builds a chart from the results.

Advanced
Back to the AI Playbook