Put your business knowledge to work
Find the right procedure, prepare a customer reply or brief a new coordinator using the material your business already trusts. Our Claude, ChatGPT & Copilot setup service organises your SOPs, rate cards, customer preferences and past decisions into useful working context.
We configure your chosen tool with business instructions, writing style and approved source material. Your team gets examples for everyday questions and drafts, plus guidance on checking answers and keeping the knowledge current.
What you get
Business knowledge, organised
A focused set of approved SOPs, rate guidance and customer notes for the questions your team asks. We flag old or conflicting material and agree who maintains each source.
Instructions and business voice
Instructions for your tone, escalation rules and quality standards, with example prompts for account briefs, procedure questions and reply drafts. Access and available features are fitted to your chosen Claude, ChatGPT or Copilot setup.
Testing, training and handover
We test real questions against known answers, show the team how to review drafts and document how to update the source material. New joiners get a practical starting point for finding account and process guidance.
How the engagement works
- Choose one useful job. Start with a focused question set, such as finding an SOP or preparing an account brief.
- Review the sources. Agree which documents are current, who owns them and what should not be used.
- Build and test. Compare answers with known-correct examples and add a clear human checkpoint where consequence is high.
- Hand over control. Document how to update the context, check sources and turn the AI step off without breaking the underlying work.
Human control stays visible
The setup helps retrieve, explain and draft. Check answers against current sources. A missing rate needs the source owner; a commitment to a customer needs a person’s approval. Financial, legal, compliance and external decisions stay with an authorised person. The exact access and review points are agreed before any connection is made.
What do you need from our team?
A named owner, a small set of current source material and a few real questions with known answers. We can begin with a narrow area instead of opening every system at once.
Will it remember everything automatically?
No. The useful context is selected and maintained. New information only becomes reliable when it is added to the agreed source and reviewed under your process.
Questions people ask
Can you set up Claude, ChatGPT or Copilot for our business?
Yes. We set up your chosen tool around approved business knowledge, instructions and writing style. Available features and access are agreed for the setup you use.
Does the AI make final business decisions?
No. It helps retrieve, explain and draft. High-consequence decisions remain with an authorised person.