Intranet agent

Client: Genysis Credit Union

In progress

Tasks

In progress8

Test access (credentials received)

Define scope and knowledge sources

Identify wikis, docs, and systems the agent should cover

Log in to the account

Set up document ingestion and indexing

Pipeline to sync and embed internal content

Build retrieval and chat interface

RAG flow plus the employee-facing chat UI

Add authentication and access controls

Restrict answers to permitted documents per user

Tune prompts and evaluate responses

Build an eval set and refine answer quality

Deploy and onboard the team

Ship to production and run an internal rollout

Done0

Details