Private Office Knowledge Base

Give your team answers from the material your business already trusts.

Tetrad turns SOPs, intake scripts, pricing notes, policies, FAQs, checklists, and past answers into a private internal assistant that cites its sources and keeps customer-facing commitments behind human approval.

Source-cited answersPrivate by designHuman approval gates
Use Cases

Where office knowledge stops leaking.

Staff questions

“How do we handle this request?” answered from approved SOPs and policy notes, not memory.

Intake consistency

Help office staff ask the right questions and gather the right details before work is assigned.

Proposal support

Retrieve standard language, scope boundaries, FAQs, and examples without hunting through folders.

Customer support drafts

Prepare draft answers with citations for staff review before anything reaches a customer.

Onboarding

Give new hires a safer way to find internal process answers without interrupting the owner all day.

Exception routing

When the answer is unclear or sensitive, route it to a human instead of guessing.

Best Fit

Good early buyers.

  • Insurance agencies, accounting/bookkeeping offices, property managers, franchises, construction/admin offices, and internal support desks.
  • Teams with real SOPs, intake scripts, pricing notes, policy docs, or recurring internal questions.
  • Owners who want fewer repeated interruptions and more consistent answers.
  • Businesses willing to define what the system may answer, draft, or escalate.
Boundary: Tetrad does not automate regulated advice, legal advice, medical advice, financial decisions, contract commitments, or anything that should stay with a licensed professional.
Implementation

A controlled RAG lane, not a magic document dump.

Collect

Identify trusted docs, SOPs, FAQs, and intake examples.

Structure

Clean, tag, and scope material so answers stay inside approved boundaries.

Retrieve

Return answers with sources, confidence, and escalation rules.

Monitor

Review misses, improve docs, and route sensitive questions to humans.

Start with one office lane where answers are expensive to repeat.

Bring the SOPs, scripts, policies, or recurring questions. Tetrad will map whether a private office knowledge base is worth scoping.

Book an Office Knowledge Audit