AI Agents and Assistants
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AI Features & Bots
AI Custom Team Assistant
Your own team gets a private assistant loaded with your internal policies, answering the questions that usually land on one overworked person.
In every team, one or two people answer the same internal questions all day: which policy applies, how a process works, where a form lives. This private assistant answers them instead, from your own policies, procedures and know-how. It runs on an internal widget, Slack or Microsoft Teams. When it cannot answer, it hands the question to the right person.
- Staff get consistent answers from your own policies and procedures
- Your most experienced people stop being the internal helpdesk
- Unanswered questions go to the right person, never guessed
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Custom Team Assistant is a low-cost private assistant for your own staff, similar to a custom GPT. It is loaded with your policies, procedures and know-how, so employees get consistent answers. It hands off to a person when it cannot answer. Larger document sets suit AI Document Q&A or AI Knowledge Agent.
Why businesses buy it
When knowledge lives in a few people's heads, those people become bottlenecks, and new staff take longer to get productive. Answers also drift, because each person explains things slightly differently. A private assistant loaded with your approved material gives everyone the same answer, at any hour, and frees senior staff for real work. The written scope sets the channel, content, intents and testing before you order, so you know exactly what your team will get.
Problems this solves
Staff interrupt managers with questions the handbook already answers
The assistant is loaded with your internal policies, procedures and know-how. Staff ask it first in Slack, Microsoft Teams or a web widget, so managers are pulled away less often.
Different managers give different answers to the same policy question
Every answer draws on the same approved set of up to one hundred documents or two hundred pages. Staff get the same answer from the same source, whichever team or shift they work.
New starters struggle to find procedures in scattered folders
New starters can ask in plain language rather than search folders. When the assistant cannot answer, it hands off to a person by email or helpdesk, so nobody is left stuck.
A good fit if
The same internal questions about policy, process or how something is done keep landing on the same one or two people.
You have internal documents, wikis or SOPs the assistant can learn from, even if they are scattered across a few places today.
You want this restricted to your own staff, not exposed to customers or the public.
New hires currently learn your internal processes by asking around rather than from a single reliable source.
Not the right fit if
Staff need cited answers from a large document library, beyond a set of policies and procedures. See AI Document Q&A, which answers questions from a document set with citations.
You want one knowledge agent across your company's documents, with a citation on every answer. See AI Knowledge Agent.
The assistant needs to answer customers on your public website. See AI Website Chatbot, which is built for that.
Your team specifically wants it inside Slack as their main channel. See AI Slack Bot.
Your team specifically wants it inside Microsoft Teams as their main channel. See AI Microsoft Teams Bot.
You need it to take actions in other systems, not just answer questions. See AI Feature Integration.
How it works
- We load the assistant with your internal documents, policies and procedures, up to 100 documents or 200 pages, so answers come only from material you approve.
- The assistant is deployed to the channel your team already works in, such as a website widget on an internal portal, Slack or Microsoft Teams.
- Staff ask questions in plain language, covering up to five defined intents, such as leave policy, expense process or how a specific tool works.
- Where a question needs a person, such as an exception to policy, the assistant hands off to the escalation contact you name rather than guessing.
- 40 documented test questions, written from real questions your team already asks, are run and checked pass or fail before launch.
- Conversation logs show what staff are actually asking, which is often the fastest way to spot a policy that needs clarifying.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- The internal documents, wikis or policies the assistant should learn from.
- Your top 20 internal questions, with the answers you want used.
- An escalation contact for questions that need a person to decide.
- Access to the channel it should live in, such as your intranet, Slack or Teams workspace.
- Your company name and branding so the assistant reads as an internal tool, not a generic bot.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the internal answers before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake reviewed and your top internal questions, intents and escalation contact confirmed.
Weeks 1–2
The assistant is loaded with your internal documents and the five intents built.
Week 3
The assistant is deployed to your chosen channel and the escalation handoff connected.
Weeks 3–4
40 documented test questions run against real internal scenarios, with pass or fail results sent to you.
Week 4
Your review and two rounds of changes to answers or escalation rules.
Go-live
Live for your team, recorded handoff session held, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- A private AI team assistant, configured and live on one channel: Slack, Microsoft Teams or a web widget
- Prompt and guardrail configuration for up to five intents plus human handoff
- A handoff connection to email or your helpdesk
- A test report with forty documented test questions and pass/fail results
- An admin guide and the recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give managers back time lost to repeat questions
- Helps staff get consistent answers on policy and procedure
- Makes it easier for new starters to find their feet
- Questions reaching managers
- Ask managers to tally routine policy questions for two weeks before launch. Repeat the tally a month after launch.
- Handoff rate
- From the assistant's records, compare handoffs with total questions each week. Use gaps to decide which documents to add.
- Time for new starters to work unaided
- Ask line managers to note when new hires stop needing daily help. Compare hires before and after launch.
Before you start: Have managers tally routine questions for two weeks. List the documents staff currently rely on and where they are kept.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build itself is a one-time payment, shown before you buy. Running it typically costs ~$30–150 a month for AI model usage and hosting, billed in your own accounts. A team of a few dozen staff asking regular questions usually sits mid-range.
AI usage during build and testing is billed the same way, so your hosting and AI accounts stay in your name.
Ask about running costsCustom requirements
Need more than 100 documents, a second channel, or more than five intents? Add a note at checkout for a written Change Quote, without affecting your original delivery date. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for updated policies, new procedures or an added intent. Your change hours scale with the build. It starts after the included support period and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An internal wiki search tool charges monthly per employee seat | An agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Answers | A wiki search tool returns documents, not a direct answer | An agency build depends on what was agreed | Ours answers directly from the policies you approve |
| Delivery | A wiki tool indexes quickly but still needs organizing your content | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Escalation | A wiki tool has no concept of handing a question to a person | An agency build depends on what was agreed | Ours hands off to your named escalation contact automatically |
| Testing | A wiki tool ships untested until staff hit the gaps | An agency build depends on what was agreed | Ours is checked against 40 documented test questions first |
Questions about this product
What does the AI Custom Team Assistant price include?
One fixed price covers the build on the Scope Card: loading your internal documents, building up to five intents, deploying to your chosen channel, running 40 documented test questions and a recorded 60-minute handoff. The price is shown before you order, so there is nothing to negotiate later.
What does the team assistant cost to run each month?
Typically $30 to $150 a month for AI model usage and hosting, billed in your own accounts. A team of a few dozen staff asking regular questions usually lands mid-range. You keep ownership of every provider account, and nothing routes through us.
How long until my team can start using the assistant?
The delivery time for standard, Express and Rush is shown in the price panel before you order. Delivery runs from a complete intake, so it depends on receiving your internal documents, top questions and system access within 72 hours of ordering. Information that arrives later adds time.
Can employees see information they should not have access to?
No. The assistant only answers from the internal documents and policies you approve during intake, and any question outside that approved content or the five defined intents is handed off to your named escalation contact instead of an improvised, potentially inaccurate answer.
Can we update the assistant's answers as our policies change?
Yes. Two rounds of changes are included before launch, and later updates, such as a revised policy or a new intent, fit inside the monthly change hours in maintenance. Larger changes are quoted separately as an add-on. Your change hours scale with the build, and maintenance starts after the included support period. You can cancel any month.
Is this assistant visible to our customers?
No. It is built and deployed for your own staff, on a channel you choose such as an internal portal, Slack or Microsoft Teams, and it is not exposed to the public. If you also want a customer-facing assistant, AI Website Chatbot is built for that and is ordered separately.
What happens when the assistant does not know an answer?
It says so rather than guessing, and hands the question to the escalation contact you named during intake. Those logged questions are also useful afterwards, since they usually show exactly which policy or document needs to be clearer or added to its knowledge.
Guides on this topic
All guides Stop being the answer to every internal question.
Order AI Custom Team Assistant and your staff get a private assistant loaded with your own policies, answering the questions that used to land on one busy person.
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