Synenza
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Make business knowledge easier to find, trust and use

We design secure AI knowledge assistants that connect to approved internal data sources such as SharePoint, Microsoft 365, Dynamics 365, CRM, files, policies, procedures and enterprise systems so teams can access the right information faster.

Turn scattered information into usable knowledge

AI Knowledge Management

Most organisations already have valuable knowledge. The challenge is that it is often spread across SharePoint sites, file shares, CRM records, intranets, policies, procedures, email exports, PDFs and business applications. People lose time searching, checking versions and asking others for information that already exists.

Synenza helps organisations build secure knowledge assistants using enterprise search, retrieval augmented generation, Copilot Studio, Azure AI Search, Azure OpenAI and Microsoft 365 connected data patterns. The focus is practical: make approved knowledge easier to find, easier to understand and safer to use.

What we deliver

Built for the work — not for the deck.

Discovery

Knowledge source assessment

Identify the information sources that matter, including SharePoint, Microsoft 365, Dynamics 365, Dataverse, CRM, file stores, intranets, policies, procedures and external knowledge repositories.

Search

Enterprise search and retrieval design

Design retrieval patterns that help users find accurate answers from approved sources using metadata, permissions, indexing, ranking, citations and search relevance tuning.

RAG

RAG and grounded AI responses

Build retrieval augmented generation patterns that ground responses in trusted documents and data, with source references, confidence handling and clear rules for when an answer should not be provided.

Security

Permission aware knowledge access

Ensure knowledge assistants respect user permissions, information sensitivity, security labels, data boundaries and organisational governance requirements.

Experience

Assistant experience design

Create user experiences for Teams, web portals, intranets, Power Pages, Dynamics 365 or custom applications so knowledge is available where people already work.

Integration

Internal and external knowledge integration

Connect knowledge assistants to internal teams, customer-facing portals or service channels where approved knowledge can support employees, partners or customers safely.

How we work

A measured, honest path from idea to production.

01

Map

Understand your knowledge landscape, key user groups, business questions, information sources and access requirements.

02

Design

Define the search, retrieval, security, grounding, citation and user experience patterns that best fit your organisation.

03

Build

Configure indexes, connect approved data sources, design prompts and create the assistant experience across the right Microsoft or custom channels.

04

Improve

Review answer quality, search relevance, user feedback and governance controls so the assistant becomes more useful over time.

Use Cases

Common business scenarios.

Internal policy and procedure assistant

A secure assistant that helps employees find policies, procedures, templates, guidelines and internal knowledge from approved sources such as SharePoint and Microsoft 365.

Customer service knowledge assistant

A knowledge assistant that supports service teams with approved answers, case guidance, product information, troubleshooting steps and relevant documentation.

Project and operational knowledge hub

A searchable assistant for project teams, operations teams or business units that need fast access to documents, records, decisions, lessons and working knowledge.

Outcomes you can defend

What good looks like.

  • A clear knowledge assistant strategy aligned to business priorities and user needs.
  • Improved access to approved knowledge across SharePoint, Microsoft 365, CRM, files and enterprise systems.
  • Secure retrieval patterns that respect permissions, sensitivity labels and data governance requirements.
  • Grounded AI responses with source references and reduced risk of unsupported answers.
  • A practical assistant experience available through Teams, web, intranet, Dynamics 365, Power Pages or custom applications.
  • A governance and improvement model for managing content quality, search relevance and user feedback.
Frequently asked

The questions clients ask first.

What is a knowledge assistant?
A knowledge assistant is an AI-powered tool that helps users find, understand and use information from approved business sources such as documents, SharePoint sites, CRM records, policies, procedures and enterprise systems.
Can a knowledge assistant connect to SharePoint and Microsoft 365?
Yes. Knowledge assistants can connect to SharePoint, Microsoft 365, Teams, OneDrive, Dataverse and other approved repositories, depending on security, permissions and architecture requirements.
What is retrieval augmented generation or RAG?
Retrieval augmented generation, often called RAG, is an AI pattern where the assistant retrieves relevant information from trusted sources before generating an answer. This helps ground responses in approved business content.
How do you keep internal data secure?
Secure knowledge assistant design includes identity controls, user permissions, approved data sources, sensitivity labels, access boundaries, logging, monitoring and governance rules for how information can be retrieved and presented.
Can this be used for external customer or partner portals?
Yes. A knowledge assistant can support external users when it is designed with the right content boundaries, authentication, approved knowledge sources and governance controls.
Do we need perfect data before building a knowledge assistant?
No. The content does not need to be perfect, but it does need to be understood. A knowledge assistant project usually includes reviewing content quality, ownership, metadata, permissions and the information areas most valuable to users.

Let's scope a first conversation.

Tell us what you're trying to do. We'll come back with a point of view, not a sales pitch.