Projects→Bob — Internal SSAS AI Adviser
STATUS
● Production
CLIENT
Teknicare (Microsoft Tenant)
YEAR
2025
ROLE
Builder & Architect
STACK
VoiceflowClaude Sonnet 4.6SharePoint KBknowledge_base_search tool
EVIDENCE LINKS
  • ● Live demo unavailable (Private)
Note: Where client systems are private, screenshots are anonymized and architecture is shown without protected data.

Bob — Internal SSAS AI Adviser

Retrieval-based internal AI assistant for empowered pensions staff. Strictly grounded on SharePoint-synced KB. 4 playbooks: Knowledge Base Q&A, IT Support and Access, HR and Workplace Policies, Operations and Processes.

Bob — Internal SSAS AI Adviser

Problem

Teknicare staff were routing routine HR, IT, and operations questions to managers, creating bottlenecks. The assistant needed to be retrieval-only — no hallucinated answers — and respect the knowledge domain boundaries of each playbook.

Implementation Decisions

  1. Primary constraint hard-coded: 'Answer strictly and only using content retrieved from the company SharePoint-synced KB'
  2. Claude 4.6 Sonnet selected for reasoning quality at $0.022/msg — within Teknicare's per-query budget
  3. Buttons tool enabled for clarification triage — reduces ambiguous free-text queries
  4. KB paired with the Make.com sync pipeline — same knowledge source, zero manual overlap