10 · AI Chatbots & Document Assistants

AI Chatbots & Document Assistants in Peterborough

We build AI chatbots and document assistants for Peterborough and Kawarthas businesses. A customer assistant can answer questions about your published services; an internal assistant can help staff find procedures and product information. We define the sources, access rules and handoff before connecting business data.

Shelter marketing website — shelter.money homepage

Shelter · View project →

What's included

  • 01A defined audience and approved source collection
  • 02Answers linked to source information where appropriate
  • 03Staff handoff for missing or uncertain answers
  • 04Access permissions for internal documents
  • 05Evaluation with representative questions and failure cases
  • 06Usage limits, monitoring and source-update instructions

A good fit if…

  • ✳Teams answering the same service questions repeatedly
  • ✳Staff searching across procedures and product documents
  • ✳Businesses that need a controlled assistant beyond a generic chat window

Not sure? Ask us directly — we'll tell you if it's not a fit.

A useful answer needs a reliable source

We identify the information the assistant may use and who maintains it. Opening hours, service areas and product details should come from approved sources. If a question is outside those sources, the assistant should say so and offer the agreed handoff.

An internal assistant needs permissions that match the documents each staff member may access. We scope those boundaries and how source updates reach the assistant.

Start with answers before adding actions

A customer assistant that explains your services is a different project from one that books appointments or changes customer records. Actions require supported integrations, confirmation steps and error handling.

We begin with a narrow question set and evaluate accuracy, source use and handoff behaviour. A launch scope includes the cases the assistant must decline or send to a person.

Relevant AI product experience

Our own products include the Shelter financial coach, Vettly moderation API and Vettly Guardian parent coach. Their project pages show the products we have built and operate. They are evidence of AI product engineering, rather than claims about a completed local chatbot deployment.

Bring sample questions, the information needed to answer them and the tools involved. We quote implementation and ongoing costs after scoping.

Questions

AI assistants, answered.

Can a chatbot answer from our own documents?+

Yes, subject to source quality, document formats and access requirements. We can scope retrieval from approved documents and evaluate answers against representative questions.

Can it guarantee every answer is correct?+

No. We evaluate the system, restrict its scope, show sources where appropriate and define when to hand off. Staff review remains important for consequential answers and actions.

Can it book appointments or update our CRM?+

Potentially. We first check the supported API, permissions and subscription requirements. Those actions are scoped separately from answering questions.

How much does a chatbot cost?+

The quote depends on source preparation, access controls, integrations, traffic and support. We separate the initial build from model usage, hosting and ongoing maintenance.

Related services

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Ready to talk ai assistants?

Tell us what you're trying to do. We'll tell you honestly what it takes — scope, approach, and whether you should build it at all.