Let customers ask questions and get answers from your own documents

Upload documents once and let an AI chatbot answer questions from them, with daily reports on what people are asking.

How the work actually flows

It branches. Any that apply are taken; runs once per each document chunk.

Pattern: Multi-Choice (6) · Multiple Instances without Synchronization (12)

flowchart TD trig(("documents uploaded through form")):::human s0[["split documents into chunks"]]:::mi s1["convert chunks to embeddings"]:::task s2[("store embeddings")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"○ question asked or report due"}:::gate s2 --> gx p00["search relevant sections"]:::task gx -->|"answer questions"| p00 p01["AI answers from sources"]:::task p00 --> p01 p10["summarize chatbot usage"]:::task gx -->|"daily reporting"| p10 p11["flag unanswered questions"]:::task p10 --> p11 p01 --> out p11 --> out out[/"sourced answers plus usage report"/]:::out pay{{"faster answers and visibility into gaps"}}:::pay 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 stepRuns once per itemA personA record or sheetAny that applyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGEmail AutomationReporting & AnalyticsSurvey & Feedback
Connects
OpenAIPineconeGmail
Featured in

The problem it solves

Your team or customers keep asking the same questions that are already answered somewhere in your documentation, but nobody can find the right file fast enough. You have no visibility into what people are actually struggling to find.

Who it fits

Teams building an internal knowledge assistant or a documentation chatbot for customers or staff.

How it works

  1. You upload PDF, CSV, or JSON documents through a simple form
  2. The documents are split into chunks and converted into searchable AI embeddings
  3. A user asks a question through the chat interface
  4. The AI finds the most relevant document sections and answers using them
  5. Each day, a report summarizes chatbot usage and any questions it could not answer
What you get

Questions answered straight from your own documents

Customers get instant answers pulled from your own documents, with a daily report showing what they asked and what stumped the bot.

What you get

Instant, source-based answers to questions plus a daily analytics report on chatbot usage.

What you need

An OpenAI account, a Pinecone account, and a Gmail account for reports.

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

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