The business challenge
Employees often need answers that sit across documents, knowledge repositories, and connected business systems. Searching by hand takes time, context gets missed, and information can be outdated or conflicting. As volumes grow, these delays affect customer experience and business performance. Teams need a consistent way to find reliable answers, spot gaps, and send exceptions to the right person, with accuracy and control.
The Worktual solution
The Knowledge Intelligence Agent (Agentic RAG) retrieves relevant, permission-filtered sources from the approved information your organization authorizes. It checks supporting details, flags uncertainty, and prepares the answer for review or approved action.
This gives employees a clearer starting point, reduces back-and-forth, and keeps your business rules visible. The result is a repeatable process you can measure and improve.
Example business scenario
A customer support specialist asks how to resolve a product issue and receives cited troubleshooting steps from company documentation. An HR manager asks about employee leave policies and gets answers based on the latest approved HR guidelines. A sales representative asks about product features and pricing and receives relevant information from connected sales documents and knowledge bases. Each answer links back to its source.
Adaptable across industries
The workflow can be configured for different sectors.
- SaaS & technology: Use the agent to answer questions from technical documentation, release notes, and support records.
- Telecom & utilities: Use the agent to give support and field teams answers from service policies, network guides, and procedures.
- Healthcare administration: Use the agent to retrieve authorized administrative policies and reference material. Clinical decisions need qualified human review.
- Banking & financial services: Use the agent to find approved policies, procedures, and product information, with your approval rules applied.
- Retail & e-commerce: Use the agent to surface product, returns-policy, and store-operations knowledge for associates and support teams.
Security, oversight and accuracy
The agent uses only the information and actions authorized for its deployment. Access to customer, commercial, and internal records follows your organization's policies, and sensitive decisions and exceptions stay subject to your approval process.