AI assistants & copilots
Put tools such as OpenAI, Anthropic Claude, and Microsoft Copilot to practical use for research, drafting, and internal knowledge, with appropriate access controls.
Discuss your requirementsMake company knowledge easier to use.
Serving New York and the tri-state area, including Long Island’s Nassau and Suffolk counties and all five New York City boroughs.
Discuss your projectAn AI assistant should help someone complete a real task. We work with your team to define what it needs to answer, which information it may use, and when a person should review or take over. That might mean researching an internal procedure, preparing a first draft, or finding a document.
We help assess tools including Microsoft Copilot, OpenAI, and Anthropic Claude, with attention to business settings, data handling, and the applications your staff already use.
Match the assistant to the role
A consultant, office administrator, and support team may need different instructions and sources. We define the expected tasks, useful response formats, and limits for each role. The assistant is tested against representative questions rather than a demonstration prepared to look impressive.
Connect knowledge with appropriate access
We review the documents and systems an assistant can reach. Permissions, source quality, and the treatment of confidential information matter as much as the model. Where supported, we configure access so staff receive information appropriate to their responsibilities.
Prepare staff to use the output
Training covers useful prompts, checking sources, recognizing uncertainty, and avoiding sensitive disclosures. We set up an evaluation process and document who maintains the instructions and knowledge sources. Important decisions remain subject to appropriate human review.
From the first question
to the final detail.
We agree on the scope, responsibilities, and success criteria together. Your project can include:
Assistant design and tool selection
Knowledge-source integration and access controls
Team training and evaluation criteria
Part of a connected plan.
A single improvement can make a real difference. We also consider how it fits with your existing technology and the way your team works.
Useful answers
before you begin.
Can an assistant use our own documents?
Often, yes. We first assess the document sources, permissions, platform capabilities, and data handling terms. Connecting a source does not automatically make every answer accurate.
Can we use an assistant with our existing Microsoft environment?
We can review suitable Copilot or integrated assistant options. Features and availability depend on your subscriptions, configuration, and intended use.
Let’s work through the details.
Tell us what you need. We will help you make a clear, informed decision.