AI Team Assistant answers your workers from internal knowledge clients never see: procedures, escalation paths, which unit handles which program, the latest policy memo, interpreter booking steps. Answers come with the document they were taken from, which helps a new worker in a high-turnover call center find the rule again without interrupting a supervisor.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Add this week's policy memos to the team assistant as staff-only knowledge.”
Lisa“Done: this week's policy memos are loaded as staff-only knowledge; workers can ask about them now, and clients never see them.”
Any setting, in any module · applied only on your yes
How Health & Human Services use it
A worker asks what changed in this month's work-requirement memo; the assistant summarizes it and links the memo.
A front-desk clerk asks how to book an interpreter for an in-person interview and gets the steps with the source.
A new hire asks which unit handles heating assistance and gets the unit, its phone extension and the procedure page.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
Yes. AI Team Assistant answers workers from your internal procedures, memos and escalation paths, and names the source of each answer. Staff-only knowledge is never shown on the client-facing phone, chat or e-mail.
Yes. Load the new memo and the assistant answers from it the same day, citing it, so workers stop relying on a printed binder that may be out of date.
No. It answers from the documents you load for staff, such as procedures and memos. Case files stay in your case-management system.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health & Human Services ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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