Conversational knowledge access
Employees can ask questions about guidance and procedures rather than having to know the document title or folder structure.
DELIVERY STORY / ENTERPRISE AI
Enterprise knowledge.
In the flow of work.
An AI assistant built to help employees find, understand and apply operational guidance from established enterprise knowledge sources.
DELIVERY PATTERN
The working journey.
A simplified view of the implementation pattern described in this delivery story.
- 01
Employee question
A request in the SharePoint employee experience.
- 02
Assistant
Copilot Studio uses the configured knowledge context.
- 03
Source-backed guidance
A response connects the employee to the underlying material.
THE BUSINESS CHALLENGE
The knowledge exists.
People need a usable answer.
A distributed workforce needs practical guidance while carrying out day-to-day work. Searching across documents, interpreting lengthy procedures and finding the right source for a role can interrupt that work.
The user need
Ask a work-related question in natural language and receive a useful response grounded in the relevant organisational guidance.
The enterprise need
Keep authoritative content in its managed source locations, align the experience with the intended audience and provide an implementation that fits the organisation’s identity and release processes.
WHAT CONEXIQ BUILT
An enterprise knowledge assistant.
Conexiq developed an assistant using Copilot Studio and enterprise knowledge sources, with SharePoint as an employee access channel.
Answers grounded in organisational content
The assistant uses the configured knowledge sources to formulate responses and reference the underlying material. Source quality and answer evaluation are part of the solution design.
Audience-aware knowledge design
Knowledge sources are organised around the relevant user audiences. The experience is designed to preserve the original source locations and the organisation’s content ownership.
Enterprise authentication and integration
SharePoint integration, application identity and invocation permissions are treated as explicit architecture concerns, with pilot access and rollout governed by the organisation’s delivery process.
THE USER JOURNEY
From question to source-backed guidance.
01
Ask
Describe the operational question.
02
Retrieve
Use the configured enterprise knowledge.
03
Understand
Read the response in the context of the task.
04
Inspect
Follow references to the original guidance.
THE VALUE OF THE APPROACH
Make existing knowledge more usable.
The assistant brings a conversational access layer to established content. Knowledge owners continue maintaining the authoritative material; employees gain a more direct route to the guidance they need.
Architecture disciplines
- Copilot Studio assistant design
- SharePoint employee experience and SPFx integration
- Audience-specific knowledge configuration
- Entra application identity and delegated access design
Acceptance priorities
- Representative operational questions
- Faithful use of source guidance and references
- Correct behaviour for the intended audiences
- Authentication, permissions and pilot rollout readiness
LET’S BUILD THE NEXT CAPABILITY
Bring enterprise knowledge into your employees’ workflow.
Start with a business outcome. We will help define the architecture, the first release and the evidence needed to move forward.
IMPLEMENTATION EVIDENCE
What the delivery demonstrates.
Implemented capability
- A conversational route to existing operational guidance
- Knowledge design around the relevant user audiences
- SharePoint integration and application identity treated as explicit delivery concerns
What to inspect in a walkthrough
- Useful answers for representative operational questions
- References supporting the response
- Correct behaviour for permitted and restricted audiences