Staff policy copilot
Answers branch and contact-centre questions from internal policies and circulars, with the source cited.
The problem
Staff search long policy documents or ask colleagues, and answers vary between branches.
Example output
Q · Can a non-resident open a savings account?Yes, with passport and proof of address.SOURCE · ACCOUNT OPENING POLICY §3.2
How it works
01
Index your documents
Policies, product sheets and circulars, kept up to date.
02
Answer with sources
Every answer cites the section it came from.
03
Learn from gaps
Unanswered questions show where policies need clarity.
What we measure
- Time to answer
- Escalations to head office
- Consistency of answers across branches
Connects to
IntranetDocument management systemMicrosoft Teams
Capabilities
Questions
Which documents can it use?
Policies, product sheets, circulars and any other internal documents you choose.
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