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AtomsAI / Knowledge agent

Ask anything. Get the answer, with proof.

Answers your team's questions from your documents, your accounts and your customer records, in seconds, with the source. Everyone sees only what their role allows.

Built for small and growing businesses where every question ends up with the owner.

Brightside Plumbing · Ask anything Live
Slack · Dana, office manager
What did we charge the Hendersons for their boiler, and is it still under warranty?
$4,200 on March 3. Yes, our 2-year parts warranty covers it until March 2027. They called on October 2 about a noise, and no visit is booked yet.
Invoice #1182 · QuickBooks Warranty policy · Drive Call on Oct 2 · JustCall
Answered in 4 seconds, from three places
Dana sees invoices and customers · margins and payroll stay with the owner

Why it matters

In a small business, the answers live in the owner's head, a shared drive and the accounts.
Every question becomes an interruption, or a search through folders and spreadsheets.
When the owner is out, nobody knows.

Everything goes through the owner

Prices, policies, who paid: the team asks, and the owner stops what they're doing.

Answers in five places

Drive, email, the accounting software, the CRM and someone's notebook.

New staff take months

Every new hire learns by asking, and the same questions come up again and again.

Your business already has the answers. Now everyone can ask.

Same team. Fewer interruptions. What a 10-person business looks like, before and with a knowledge agent
Ask the owner
60 questions that go to the owner each week
15 min time to find an answer
3 months time for a new hire to get up to speed
With the knowledge agent
10 questions that go to the owner each week
Seconds time to find an answer
3 weeks time for a new hire to get up to speed
50 fewer interruptions a week for the owner, and a team that can find answers on its own. Illustrative

What it does

Your documents, your numbers, your customers. One place to ask.

Answers from your documents.

Policies, price lists, manuals and checklists, wherever they're saved.

Example · a question a new technician would ask the owner
Do we fit carbon monoxide alarms with every boiler install?
Yes. Every install gets one, and it's included in the price. Log the serial number on the job sheet.
Installation checklist, step 9 · Google Drive

Knows your numbers.

Sales, unpaid invoices and job costs, straight from your books.

Revenue this month $84,200 · QuickBooks
Overdue 60+ days 6 customers, $12,480
Riverside job margin 31% · owner only

Knows every customer.

Invoices, calls, jobs and warranties for one customer, in one answer.

Example · “Tell me about the Hendersons”
Invoices 3 paid · $6,150 this year
Last call Oct 2 · noise from the boiler
Warranty Parts covered until March 2027
Open jobs None booked yet

Access by role.

Access by role, so margins and payroll stay private.

Owner Everything
Office manager Customers, invoices, payments
Technician Jobs, manuals, procedures

Shows its proof.

Every figure links to the invoice, file or call it came from.

$4,200 Invoice #1182, March 3
Until March 2027 Warranty policy, section 2
Noise reported Call with Mrs Henderson, Oct 2

Says when it doesn't know.

Asks the right person, and remembers the answer.

To Mike · Owner
Asked
“Price for a heat pump install?”
Found
No price list for heat pumps yet
Next
Mike's answer is saved for next time

Ask it anywhere.

In the apps your team already uses, or by phone from a job.

Slack Teams WhatsApp Web chat A phone call

Fewer interruptions, faster answers.

The owner gets their day back, the team finds answers on its own, and new staff are useful in weeks.

Example · one month, one 10-person business
50 fewer interruptions a week for the owner
4s to an answer, on average
3 weeks for a new hire to get up to speed
100% of answers show their source

Sources, capabilities and integrations

Every place your answers live. Connected in an afternoon.

Reads your files, accounts, payments, CRM, calls and email. Answers in Slack, Teams, WhatsApp, web chat or on the phone.

7

Sources in. One answer.

Documents Accounting Payments CRM Calls Tickets Email

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

Questions answered today 00:00 → 23:59

Always on

Evenings, weekends and while the owner is on holiday. The answers don't go home at five.

Hands over to your team

The person who knows, with the question and what the agent already found.

When it hands over
  • As per your rules
  • It can't find the answer
  • The answer needs a judgment call
  • The person asking isn't allowed to see it
AI agent
  1. Pricing exception MR Mike R. Owner
  2. Billing question DL Dana L. Office manager
  3. Technical question LT Leo T. Lead technician
Handover note · question, who asked, what was found

At home in your stack

Google Drive, SharePoint, Dropbox and Notion. QuickBooks, Xero and Stripe. HubSpot, Zoho and Salesforce. JustCall for calls. Slack, Microsoft Teams and WhatsApp to ask. Anything else through APIs and webhooks.

Scoped access, approved per action

Questions

Every question. Answered, or routed.

See what your team asked, where the answers came from, and what was held back.

Questions · this week Answered from Illustrative
Questions 342
Answered 94%
Average time 4s
Held back by role 6
“Who owes us more than 60 days?” QuickBooks Mike · owner Answered
“Torque spec for the Vaillant valve?” Manual Leo · technician Answered
“What's our margin on the Riverside job?” QuickBooks Leo · technician Not allowed → Mike
“Did the Hendersons pay?” Stripe CRM Dana · office Answered
“Price for a heat pump install?” Drive Sam · sales Not found → Mike
1 question waiting for the owner Answer it Hold a source
  • One view of every question Who asked, what they asked, and where the answer came from.
  • Access by role Owners, managers and staff each see what their role needs, and nothing more.
  • Gaps become answers Questions it couldn't answer show you what to write down next.
  • Answer or hold Reply to a question yourself, or hold a source while you tidy it up.

Team keeps asking? There's a play for that.

Pick your industry to see the questions it answers, and who can see what.

Home services

Technicians call the office for every spec, price and customer detail.

  1. Docs

    Spec from the manual

    WhatsApp
    Trigger

    A technician needs a part number on site.

    Agent

    Finds it in the manufacturer manual.

    Result

    Job finished without a call

  2. Customer

    Past jobs at this address

    Voice
    Trigger

    A technician arrives at a repeat customer.

    Agent

    Lists past jobs, parts and warranty.

    Result

    Right fix, first time

Illustrative workflows, configured around your rules and integrations. Contact us

Dental & clinics

Front desk staff check the same insurance and policy questions all day.

  1. Docs

    Cancellation policy

    Web chat
    Trigger

    A receptionist checks the late-cancel fee.

    Agent

    Answers from the practice policy.

    Result

    Same answer every time

  2. Numbers

    Unpaid balances

    Slack
    Trigger

    The manager asks who owes over $500.

    Agent

    Lists patients from the billing system.

    Result

    Follow-ups sent the same day

Illustrative workflows, configured around your rules and integrations. Contact us

Real estate agencies

Agents need listing, contract and commission details fast.

  1. Docs

    Contract terms

    WhatsApp
    Trigger

    An agent asks the notice period on a lease.

    Agent

    Finds it in the signed lease.

    Result

    Answer during the viewing

  2. Numbers

    Commission this quarter

    Slack
    Trigger

    An agent asks what they've earned.

    Agent

    Shows only their own deals and commission.

    Result

    No spreadsheet requests

Illustrative workflows, configured around your rules and integrations. Contact us

Accounting & law firms

Staff search folders for templates, deadlines and client history.

  1. Customer

    Client deadlines

    Teams
    Trigger

    A junior asks what's due for a client this month.

    Agent

    Lists filings and deadlines from the client file.

    Result

    Nothing missed

  2. Numbers

    Unbilled hours

    Teams
    Trigger

    A partner asks about unbilled time.

    Agent

    Totals it by client from the time system.

    Result

    Invoices out on time

Illustrative workflows, configured around your rules and integrations. Contact us

Retail shops

Staff ask about stock, returns and promotions all day.

  1. Numbers

    Best sellers this week

    WhatsApp
    Trigger

    The owner asks what's selling.

    Agent

    Ranks products from the till and Shopify.

    Result

    Reorder decided in a minute

  2. Docs

    Returns rule

    Web chat
    Trigger

    A staff member asks about a return without a receipt.

    Agent

    Answers from the returns policy.

    Result

    Fair, consistent answer

Illustrative workflows, configured around your rules and integrations. Contact us

Construction

Site teams need drawings, specs and costs, and the office is far away.

  1. Docs

    Spec on site

    WhatsAppVoice
    Trigger

    A foreman asks the concrete grade for a slab.

    Agent

    Finds it in the project spec.

    Result

    No waiting on the office

  2. Numbers

    Job costs so far

    Slack
    Trigger

    The owner asks if a job is over budget.

    Agent

    Compares costs to the quote from the books.

    Result

    Caught before it's too late

Illustrative workflows, configured around your rules and integrations. Contact us

Auto repair

Mechanics and the front desk need part prices and car history.

  1. Customer

    Car history

    Web chat
    Trigger

    A regular customer brings their car in.

    Agent

    Shows past repairs and what's due.

    Result

    Better advice, more work

  2. Numbers

    Price a job

    Web chat
    Trigger

    The desk asks the usual price for brakes.

    Agent

    Shows recent invoices for the same job.

    Result

    Consistent quotes

Illustrative workflows, configured around your rules and integrations. Contact us

Agencies & services

Client details live in emails, decks and the owner's memory.

  1. Customer

    Before a client call

    Slack
    Trigger

    A manager asks what's open with a client.

    Agent

    Summarises projects, invoices and last emails.

    Result

    Ready in a minute

  2. Numbers

    Profit by client

    Slack
    Trigger

    The owner asks which clients are least profitable.

    Agent

    Compares hours and invoices. Owner only.

    Result

    Better pricing decisions

Illustrative workflows, configured around your rules and integrations. Contact us

Restaurants & cafés

Recipes, allergens and supplier details are in someone's head.

  1. Docs

    Allergens

    WhatsApp
    Trigger

    A server asks if a dish has nuts.

    Agent

    Answers from the recipe sheet.

    Result

    Safe answer, fast

  2. Numbers

    Supplier spend

    Slack
    Trigger

    The owner asks what was spent on produce.

    Agent

    Totals supplier bills from the books.

    Result

    Costs under control

Illustrative workflows, configured around your rules and integrations. Contact us

Each person only sees what their role allows. You set the roles.

Controls and evals

Right answer, right person. Always with proof.

Controls

  • Access by role Set what each role can see: finances, customers, documents or jobs.
  • Numbers from your books Figures are read from your accounts, never estimated or made up.
  • Every answer logged Who asked what, what they were shown, and where it came from.
  • Your data stays yours Nothing is used to train models, and you can disconnect any source.

Evals

  • Tested on your questions Your team's most-asked questions, checked before launch.
  • Numbers checked Figures compared with your own reports, so they match to the cent.
  • Access tested Every role is tested, to prove private data stays private.
  • Measured against your goals Questions answered, time saved and gaps closed, reviewed with you monthly.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every knowledge agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Team size and roles
  • Sources: files, accounts, CRM, calls
  • Access rules
  • Where your team asks: Slack, Teams, WhatsApp, phone
  • Languages

Always included

  • Set-up and connections with our team
  • Roles and access set up with you
  • Testing on your real questions
  • Monthly reviews and tuning
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring your 20 most-asked questions. We'll show you the answers, with proof.

Share the questions your team asks every week. We'll show the answers from your own files and books, and who would be allowed to see each one.

Contact us

Request a thirty-minute session.

Tell us about your workflow. We’ll reply to arrange a time; submitting this form does not book a calendar slot.

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