Compliance Operations

AI Policy Assistant

Staff get instant, cited answers to AI and data policy questions from a chatbot trained only on your approved documents.

Your policies only help if people can find the answer when they need it. This assistant answers staff questions about your AI and data policies, using only the documents and FAQs you approve, and cites the source for every answer. When a question falls outside the approved material, it says so and hands it to the policy owner. You decide what it knows.

  • Instant answers to staff policy questions with cited sources
  • Answers drawn only from documents you approve
  • Unanswered questions handed to the policy owner
$4,900 20–30 working days Optional maintenance $249/mo
Open and closed paper books with a receipt tucked between, showing a policy answer found and cited.

What it is

AI Policy Assistant answers staff questions about your AI and data policies from a chatbot trained only on the documents and FAQs you approve, citing its source so an answer can always be checked. Questions it cannot answer go to the policy owner you name.

Why businesses buy it

A policy that lives in a long document gets ignored, and the policy owner ends up answering the same questions by email every week. Worse, staff guess when they cannot find the answer quickly. This assistant gives everyone a fast, cited answer in the place they already work, and routes the hard questions to a person. It never improvises policy. The written scope sets the documents, intents and channel included, so you know what you are buying.

Problems this solves

Staff ask the same AI policy questions over and over

A chatbot in Slack, Microsoft Teams or a website widget answers from the policy documents and FAQs you approve. Your policy owner stops fielding repeat questions one by one.

People guess at the rules rather than find the policy

Answers come from up to a hundred approved documents or two hundred web pages. Each answer cites its source, so staff can check the wording themselves.

Tricky questions get a confident but wrong answer

The assistant only uses approved content. Questions it cannot answer go to the policy owner you name through one handoff route, such as email or a helpdesk.

Scope card SKU UPM-C0337

AI Policy Assistant

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
1 channel (website widget, Slack or Microsoft Teams)
Integrations
Up to 1 (e.g. email or helpdesk handoff)
Knowledge
Up to 100 documents or 200 web pages
Workflows
Up to 5 intents plus human handoff
Languages
1
Testing
40 documented test questions with pass/fail results
Revisions
2 rounds
Handoff
1 × 60-min handoff session (recorded)
Support
30 days after launch

A good fit if

Staff keep asking the same questions about AI or data policy that someone on your team currently answers by hand.
You already have written policies, FAQs or guidance documents for the assistant to learn from.
You want answers cited back to the source document, so staff can check the assistant rather than take it on faith.
You want the assistant available where staff already work, such as your website, Slack or Microsoft Teams.

Not the right fit if

You need the policy itself drafted, not a way to answer questions about one that already exists. See AI Usage Policy System.
You need ongoing monitoring for compliance issues, not a Q&A tool for staff. See AI Compliance Monitoring.
You need the broader governance build spanning policy, risk and audit, not a staff-facing Q&A tool. See AI Governance System.
You need more than five intents or more than one channel, which sits outside this build's scope; add a note at checkout or use our Custom AI enquiry form.

How it works

  1. We learn from what you approve. Your written policies, FAQs and guidance documents, up to one hundred documents or two hundred web pages, nothing invented beyond them.
  2. Answers stay inside the approved material. If a question falls outside your policies and FAQs, the assistant says so rather than guessing at a plausible-sounding answer.
  3. Every answer cites its source. Staff can see which policy or FAQ an answer came from, so it can be checked rather than simply trusted.
  4. It goes live where staff already work. A website widget, Slack or Microsoft Teams, whichever single channel fits how your team actually asks questions.
  5. Questions outside its scope hand off to a person. Routed to the escalation email or helpdesk you name, rather than the assistant attempting an answer it cannot support.
  6. Forty test questions confirm it works before launch. Pass and fail results are sent to you, so you see exactly what it can and cannot answer.

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 documents and website URLs the assistant should learn its answers from.
  • Your top twenty policy questions with the answers you want given.
  • Escalation email or helpdesk access, for the questions it cannot answer.
  • Website admin access, or your developer's help, to install the widget.
  • Your logo and brand colors, so the assistant looks like it belongs on your site.
  • 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 approves the final answers and citations 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 business information confirmed and your policy documents and top questions received.
Weeks 1–2 Assistant trained on your approved documents and FAQs, citations configured.
Week 3 Channel and handoff connected, such as your website widget and escalation email.
Weeks 3–4 Forty test questions run with pass and fail results sent to you.
Week 4 Your review and two rounds of changes to answers or routing.
Go-live Live, recorded handoff session, and the 30 days of support begins.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$4,900
Express15–25 working days$5,750
Rush10–20 working days$6,600

What you receive at handover

  • AI Policy Assistant live in one channel: a website widget, Slack or Microsoft Teams
  • A knowledge base built from your approved policies and FAQs, with up to five intents plus human handoff
  • One handoff route to your policy owner, such as email or helpdesk
  • A test report of 40 documented questions with pass or fail results
  • An admin guide and a recorded 60-minute handoff session
  • 30 days of post-launch support

Expected benefits and how to measure them

  • Can free your policy owner from answering routine questions.
  • Helps staff find the right rule quickly, with the source to check.
  • Shows which policy topics confuse people most.
Questions answered without handoff
Compare answered questions with handed-off ones each month, using the assistant's conversation log.
Policy questions reaching the owner directly
Count emails or messages to the policy owner in the month before launch and the month after.
Most-asked topics
Review the top questions monthly. Use them to decide which policy sections need clearer wording.

Before you start: Ask your policy owner to log policy questions for a few weeks before launch. Note how long a typical answer takes.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build price is one-time. Running the assistant afterwards costs roughly $30 to $150 a month in your own accounts, covering AI model usage and hosting.

AI usage during build and testing also bills to your own accounts, so no provider relationship runs through us.

Ask about running costs

Custom requirements

Need a second channel, more than five intents, or more than one hundred documents? Add a note at checkout for a written Change Quote, while your original order keeps its normal timeline. Larger or bespoke projects use the Custom AI request form.

Request a custom version

Keep it running

Optional monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly change hours for new FAQs or a policy update as your written rules change. It starts after the 30 days of support.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A generic help-desk chatbot bundles this into a broader subscription An agency quotes after scoping your documents Ours is one fixed price, shown on this page before you buy
Scope A generic chatbot needs you to configure the knowledge yourself An agency's scope depends on how the project is billed Ours is written on the Scope Card: 100 documents, 5 intents
Delivery A chatbot platform can go live fast but with weak answers until tuned An agency build often runs several weeks Ours has a fixed delivery time shown before you buy, with faster options
Accuracy A generic chatbot can answer beyond its training with confidence An agency deliverable depends on what was agreed Ours only answers from your approved material and says when it cannot

Questions about this product

How much does AI Policy Assistant cost?

It is a one-time fixed price covering the Scope Card: training on up to one hundred approved documents, up to five intents with handoff to a person, one channel, testing and a recorded handoff. The price panel on this page shows that figure at each delivery speed, so there are no surprises. Model usage afterwards is paid in your own accounts.

What does AI Policy Assistant cost to run each month?

Running the assistant afterwards costs roughly $30 to $150 a month in your own accounts, covering AI model usage and hosting. There is no separate license fee for the assistant itself. The exact figure depends on how many questions staff actually ask each month, so quiet periods cost less than busy ones.

How is AI Policy Assistant different from AI Usage Policy System?

AI Usage Policy System drafts the written policy itself. AI Policy Assistant answers staff questions about a policy that already exists, whether we drafted it or your team wrote it earlier. Many buyers get the policy drafted first, then add this assistant once staff need a faster way to find answers than reading the full document or emailing the policy owner.

What happens when a question falls outside what AI Policy Assistant knows?

It says so rather than guessing, and hands the question to the escalation email or helpdesk you named during setup. The assistant never invents an answer beyond the documents and FAQs it was trained on, because giving a confident but unsupported answer about policy is worse than admitting it does not know and routing the question to a person.

Can we add new FAQs or update AI Policy Assistant's answers later?

Yes. Adding a new FAQ, updating an answer after a policy changes, or refining a citation usually fits inside the monthly change hours included with maintenance. Adding a second channel, more intents beyond the five in scope, or more than one hundred documents goes through a Change Quote agreed before that extra work starts on your assistant.

Can we cancel AI Policy Assistant maintenance later?

Yes. Maintenance has no lock-in, so you can cancel any month once the 30 days of included support has ended. While it runs, it covers monitoring, fixes, a monthly health report and monthly change hours to keep the assistant's answers current.

Who owns AI Policy Assistant and the answers it gives?

You do. The training material, the FAQs and the conversation logs all live inside your own accounts, not a platform we hold the keys to. We build and train the assistant, then hand it over with an admin guide and a recorded session, and you can edit, retrain or move it to a different channel at any time.

Stop answering the same policy question by hand.

Order AI Policy Assistant and staff get cited answers to policy questions, live on a fixed delivery date.

Works well with

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