AI agent development · Knowledge

An AI knowledge agent that answers from your documents, accurately.

A custom RAG-powered knowledge assistant that answers questions from your own documents, wikis and data with traceable sources — so your team and customers get the right answer instantly instead of digging through files.

PDFS & DOCSCONFLUENCEDRIVE & SHAREPOINT01 INPUTS02 KNOWLEDGE AGENTCITED ANSWERPERMISSIONSRE-INDEX03 ACTIONS
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A day with it

A day with your AI Knowledge Agent

No dashboards to learn. This is what you and your customers would actually see on an ordinary day. The details are illustrative; the pattern is the point.

  1. 09:20
    A new joiner asks in Slack
  2. 09:20
    Answered, with the source
  3. 11:05
    Permissions respected
  4. 15:40
    It flagged a gap
  5. 18:30
    Your evening summary
Knowledge agent · today
5 moments
A new joiner asks in Slack · 09:20
“What is the notice period for someone hired after 2024?”
Answered, with the source09:20

Found the clause in HR Policy 2024 §4.2 and linked it, so they can check for themselves.

HR-Policy-2024.pdfCited
Permissions respected11:05

Someone from sales asked about a client’s contract terms. They are not cleared for it, so the agent said so and pointed them to the owner.

Access checked
It flagged a gapNeeds you15:40

Four people asked about the new leave policy and no document covers it yet. The agent asked HR to add one.

Add document
Your evening summary18:30

212 questions answered from 1,870 documents. Most asked: expense limits, leave policy, client onboarding steps.

What changes

What changes for you

Today
With the agent
People ask a colleague because searching takes longer.
Ask once, get the answer and the source in seconds.
New joiners take months to learn where things are.
One place to ask, from day one.
Nobody is sure which version of the policy is current.
Always the latest version, with the clause cited.
No tech needed

How it fits into your day, in plain words

01

It watches where the work comes in

Your inbox, WhatsApp, website forms, phone line or shared folders: wherever the requests arrive today, the agent is connected to it.

Replied to the customer
Booked the meeting
Updated the CRM
02

It does the routine part itself

Answers, books, posts, chases and logs, using your own information and the systems you already use. No new software for your team to learn.

Refund above your limit. OK to send?
ApproveEdit
Evening summary: 128 handled, 2 needed you.
03

It asks you only when it needs you

Anything sensitive, unusual or above a limit you set waits for a person. You get a short summary of what it did, every day.

Use cases

When you need an AI Knowledge Agent

Your team and customers stop hunting for information. These are the situations where this agent pays for itself, and what we build for each.

Banking & Compliance

Policy questions answered by whoever is free

You know it when

Staff ask colleagues what the policy says because finding it takes longer than asking.

What we build

A knowledge agent that answers from the current policy set and cites the clause.

Enterprise & Government

Onboarding takes months

You know it when

New joiners spend weeks learning where information lives across wikis, drives and inboxes.

What we build

One place to ask, across every source, that respects who can see what.

Product & SaaS

Customers cannot find the answer in your docs

You know it when

Your help centre is complete and nobody reads it, so tickets keep coming.

What we build

A customer-facing assistant grounded on your docs that answers and links the source.

Recognise your situation?Get the free agent fit check
01What it does

What the Knowledge Agent does, day to day.

Answers accurately from your documents, with sources.

  • Instant answers instead of searching
  • Grounded, cited, trustworthy responses
  • Knowledge that scales without more staff
  • Permission-aware and secure
  • One place to ask, across all sources
PDFs & docsConfluenceDrive & SharePointCited answerPermissionsRe-index
See the full AI workforce
Knowledge agent · internal
Cited
What is our notice period for employees in the Noida office hired after 2024?
For employees in the Noida office hired on or after 1 January 2024, the notice period is 60 days during and after probation, per HR Policy 2024 §4.2. Earlier hires remain on 30 days unless re-contracted.
HR-Policy-2024.pdf · §4.2Offer-template-v3 · p.2
Permission-aware · answered from 2 of 1,870 documents

Answer from your content

Grounds every answer in your documents, wikis, policies and data using retrieval-augmented generation (RAG).

Cite its sources

Shows where each answer came from, so people can trust and verify it instead of guessing.

Search everything at once

Pulls across scattered sources, PDFs, Confluence, Drive, SharePoint and databases, as one place to ask.

Respect permissions

Honors who is allowed to see what, so answers never leak data a user should not access.

Stay current

Re-indexes as your content changes, so answers reflect the latest version, not a stale snapshot.

Internal or customer-facing

Deploy it for your team as an internal assistant, or for customers as an accurate self-serve helper.

How we build and deploy it

  1. 01
    Ingest your sources
    We connect your documents, wikis and data and build the retrieval layer, chunking and indexing for accuracy.
  2. 02
    Ground & cite
    Configure RAG so every answer is sourced and the agent says when it does not know.
  3. 03
    Permissions & guardrails
    Wire access control so answers respect who can see what, with the tone and scope you set.
  4. 04
    Deploy & refresh
    Go live internally or for customers, with automatic re-indexing so it stays current.

Governed by design

The agent runs the routine autonomously. You keep control of the rest, by design, not by hope.

  • Scoped read/write access per system, with approvals on sensitive actions
  • Grounded on your approved content, so it escalates instead of guessing
  • Every action logged and reviewable; you see exactly what it did
  • Permission-aware answers that respect who can see what
  • Deployed in your cloud or on-premise for data residency
  • Full model, code and IP ownership, no lock-in
Start here

Get a free agent fit check.

Tell us the work your team does by hand and the systems it touches. We come back with a written read on whether an AI Knowledge Agent fits, what it needs from your data and integrations, and what it takes to ship.

Request the fit checkNo commitment. Senior engineers, not sales.
You send
  • The repetitive work, in a paragraph
  • The channels and systems it touches
  • What a good outcome looks like
You get
  • Whether this agent fits, and what else would
  • What we need from your data and integrations
  • A phased plan with a ballpark estimate

AI Knowledge Agent: common questions

What is RAG and why does it matter?

Retrieval-augmented generation grounds a language model on your own documents, so it answers from your real, current information with citations instead of guessing from general training. It is the difference between an accurate, trustworthy assistant and a confident but unreliable one.

Will it leak sensitive information?

No. We make it permission-aware, so it only surfaces content a given user is allowed to see, and your data is used to answer, not to train public models.

What sources can it use?

PDFs and documents, Confluence, Notion, Google Drive, SharePoint, your help center, and structured data in databases, combined into one place to ask.

How does it stay up to date?

We set up automatic re-indexing so when your content changes, the agent’s answers reflect the latest version without manual work.

Do you build custom agents, or sell a product?

We build them custom. Levitation is an AI development company: we design and build AI agents around your data, your systems and your rules, and hand over full ownership. You are not renting a generic SaaS tool.

What do we own at the end?

You own the models, the code and the IP, grounded on your data and running in your environment. No lock-in.

Ready to put an AI Knowledge Agent to work.

Tell us the work and the systems it touches. We will give you an honest read on fit, and what it takes to ship it.