Good morning, Owner view Full Access
Knowledge base live — last indexed 6 minutes ago
Access Tier
Full company knowledge base — every department, every document, every past decision
The only role with company-wide access by default. Every other tier is scoped on purpose.
Documents Indexed
4,812
↑ 63 this week
Avg. Answer Time
8 sec
vs. hours, searched manually
Answers With Sources Cited
100%
Every answer traces to a document
Queries Escalated to a Person
4%
Low-confidence answers route to a human, not a guess
Ask the Company
Sample query — Owner access reaches across every department.
O
Owner
Why did we lose the Harrow & Vale renewal last quarter, and has it come up before?
AI
Company AI
Harrow & Vale didn't renew after a pricing objection raised in the Oct 2025 renewal call — the same
objection appears in 2 other lost renewals this year. In all three, the response time on the
objection exceeded 5 business days. Recommend a standard same-week response path for pricing
objections on renewals.
📄 Renewal call notes — Oct 2025
📄 CRM — lost deal reasons (3 records)
📄 Q3 retention review
Ask anything about the company's history, decisions, or documents… Send →
Knowledge Base Health
What the Watchdog layer is tracking right now, company-wide.
Document Freshness
98% of indexed documents reviewed or updated within the last quarter.
No action needed
Access Review
3 role assignments haven't been reviewed since the last reorg.
Flagged for owner review
Unusual Query Activity
No anomalous access patterns detected in the last 30 days.
No action needed
Owner view can ask across every department's knowledge and sees the full audit trail of who asked what.
This is the only role with that reach by default — Team Lead and Employee views are scoped on purpose,
shown in the other two tabs above.
Delivery — Team Lead View Department Access
Knowledge base live — last indexed 6 minutes ago
Access Tier
Delivery department knowledge — projects, playbooks, and decisions for this team
No visibility into other departments' sensitive records or company-wide financials.
Ask the Team's Knowledge
Sample query — scoped to the Delivery department.
TL
Team Lead
What's our standard approach when a client's site isn't ready for install day?
AI
Company AI
The playbook calls for a 48-hour site-readiness check before install day, with a standard
reschedule template if the client isn't ready. Crew B used this exact approach on the Delta
Millworks job last month and avoided a full crew-day loss.
📄 Delivery Playbook v4
📄 Delta Millworks — site log
Ask anything about Delivery's projects, playbooks, or past jobs… Send →
Recent Team Queries
What the team has been asking this week — visible to this Team Lead only.
Query
Asked By
Confidence
Site-readiness checklist for new installs
Crew B Lead
High
Permit turnaround time, average by county
Crew A Lead
Routed to owner
Standard warranty terms on fleet installs
Crew C Lead
High
Team Lead view goes deep on one department — here, Delivery — with full access to that team's playbooks,
projects, and query history. No access to other departments' knowledge or company-wide financials; those
stay with the Owner view.
Priya — Field Technician Own Scope
Knowledge base live — last indexed 6 minutes ago
Access Tier
Role-relevant knowledge only — procedures, policies, and own job history
No access to other employees' records, client financials, or company-wide data.
Ask the Company
Sample query — scoped to what this role needs day to day.
E
Employee
What's the safety sign-off procedure before I start a fleet install?
AI
Company AI
Three steps before any fleet install: site-readiness check signed off by the crew lead, PPE check
logged in the daily form, and a go/no-go call with dispatch if anything looks off. Full checklist
linked below.
📄 Field Safety Procedure — Section 3
Ask anything about your role, procedures, or policies… Send →
My Recent Questions
Only this employee can see their own query history.
Safety sign-off before fleet install
Today
High
PTO request process
3 days ago
High
Who approves a change order on-site
1 week ago
Routed to lead
Employee view shows only what this person needs for their own role — procedures, policies, and their own
question history. No visibility into other employees' records, client data, or company financials.