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Falcon Technologies
AI and Automation • Startups • Demonstration Build

Summit Knowledge Agent

An internal AI agent demonstration that answers internal questions from company documentation with cited sources and escalation.

Falcon Knowledge Agent
Scoped tools: 3
What's the refund policy for enterprise plans?
Checking documentation and billing policy tool…
Based on section 4.2, enterprise refunds require approval. Drafting a response for your review.
Tools
Docs searchBilling APICRM
Awaiting human approval before sending reply
The Challenge

Business Challenge

New team members and support staff spent significant time searching scattered internal documentation for answers to common questions.

Objectives

Project Objectives

  • Provide quick, accurate answers to internal questions
  • Ground every answer in actual internal documentation
  • Escalate confidently to a human when the answer isn't clear
Approach

Proposed Solution

A retrieval-augmented knowledge assistant with a conversation panel, visible source citations, defined tool access, and an escalation path for unclear questions.

Design

Design Approach

An interface that visually separates the conversation, retrieved sources, and execution steps, so users can see why the assistant gave a particular answer.

Engineering

Technical Implementation

Implemented with a vector search layer over internal documentation, an LLM API for response generation, and logging for evaluation and continuous improvement.

Highlights

Feature Highlights

  • Grounded Q&A
  • Source citations
  • Escalation to a human
  • Usage monitoring
Technology

Technologies Used

LLM APIsVector searchNode.jsPostgreSQL

This project is presented as a demonstration build to illustrate our approach. No specific business results, user counts, or revenue figures are claimed.

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