CU Chat / Internal Knowledge Agent
Your credit union’s knowledge, when your staff need it.
Policies, procedures, product information and internal guidance contain everything your team needs to know. The Internal Knowledge Agent gives staff one place to ask questions and find answers from your own documents.
- Answers from your approved documents
- Works with SharePoint and other document storage systems
- Review date reminders
More than a chatbot
Ask in plain English. Get answers from your own knowledge.
Instead of searching through folders or asking a colleague, staff simply ask a question. The Internal Knowledge Agent searches your approved internal documents and gives a clear answer based on the information available to it.
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Ask questions about your documents
Staff ask in natural language and get answers based on your internal knowledge, without searching through multiple documents.
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Summarise lengthy documents
Turn long policies, procedures and reports into concise summaries and key points, so staff understand what matters quickly.
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Find specific information
Ask for a particular detail, requirement or process and let the Internal Knowledge Agent find it in your documentation.
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Compare documents
Compare policies, procedures or other documents to identify differences, changes and important points.
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Understand individual documents
Ask questions about a specific document to understand what it says and what is relevant to you.
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Work with uploaded documents
Upload a document to summarise it, extract key information or ask questions. It stays in that conversation and does not join your permanent knowledge base.
Keep your knowledge up to date
Answers are only as good as the documents behind them.
Good internal knowledge is not just about finding information. It is about making sure what staff find is current and consistent.
Your systems stay the source of truth
The Internal Knowledge Agent works alongside your existing document storage, such as SharePoint document libraries.
Spot conflicting information
When a document is added or updated, it scans the wider knowledge base for documents that may conflict. Update your loan policy, and it can highlight others that still contain the previous requirements.
Never forget a document review
It monitors review dates and sends an email reminder two months before a policy or procedure is due, giving your team time to assess and update it.
One consistent source
Staff review flagged documents and update them where needed, reducing the risk of outdated information being left elsewhere.
How it works
A better way to use what your team already knows.
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01
Book a call
We show you how the Internal Knowledge Agent works with policies, procedures and guidance like yours.
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02
Connect your documents
It works alongside your existing document storage, such as SharePoint libraries, which remain the source of truth.
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03
Staff start asking
Your team asks questions in plain English and gets answers based on your approved knowledge.
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04
Keep knowledge current
Conflict checks and review reminders help you keep one consistent source of knowledge.
Questions
What credit unions ask us.
ISO/IEC 27001:2022 certified
Visit our Trust CenterWhere do the answers come from?
From your credit union’s approved internal documents. The Internal Knowledge Agent answers based on the information available to it.
Do we need to move our documents?
No. It can work alongside your existing document storage, such as SharePoint document libraries, so your existing systems remain the source of truth.
What happens to documents staff upload?
Uploaded documents can be used within that conversation without becoming part of your permanent knowledge base.
How does it help keep documents up to date?
When a new or updated document is added, it can identify existing documents that may contain conflicting information. It can also email a reminder two months before a policy or procedure is due for review.
Is our data used to train AI models?
No. CU Apps has an enterprise-level AI agreement. Your documents and conversations are never used to train external AI models, and all data remains private to your credit union.
Do we need the member chatbot as well?
No. The Internal Knowledge Agent is available as a standalone product, or alongside the Member-Facing AI Chatbot.
See it working
Give your staff a better way to find answers.
Your credit union has already invested in its policies and procedures. We will show how to make that knowledge easier to access, understand and keep up to date.