PureEnergy Ventures

Internal Knowledge Assistant

PUREENERGY VENTURES

Internal Knowledge Assistant

A synthetic internal assistant that answers operational questions using cited source records, confidence, gaps, and follow-up prompts.

Source discipline

The assistant answers from approved sample records and flags gaps instead of guessing.

Explore approved sample records, preview grounded answers, and reset the workspace when you want a clean start.

Knowledge records

Synthetic internal docs

Current

Ready to answer from

Needs review

Should be checked

What should happen before a client is marked delivery-ready?

Confidence

The client should only be marked delivery-ready once the signed agreement is in place, required document gates are cleared, kickoff ownership is confirmed, and any blockers have a named owner. If document or access gaps remain open, the workspace should stay in review rather than moving to delivery.

Source evidence

Client Onboarding SOP

Do not mark delivery-ready until document gates and kickoff owner are confirmed.

Escalation Rules

Escalate client blockers after two business days without movement.

Follow-up prompts

- Who owns the kickoff handoff?
- Which document gate is still incomplete?
- Has any blocker been open for more than two business days?

Known gaps

No gaps flagged for this answer.

Knowledge browser

Showing 5 of 13 filtered records.

Client Onboarding SOP

delivery

current

Standard client onboarding flow from signed agreement to delivery-ready handoff.

onboardinghandoffdocuments

Source record

Client Onboarding SOP

delivery

Owner

Operations

Updated

2026-05-25

Key points

- Create the client workspace after signed agreement.
- Do not mark delivery-ready until document gates and kickoff owner are confirmed.
- Escalate blockers that remain open for more than two business days.

Inbox Triage Policy

operations

current

Rules for triaging inbound messages into priority, owner, response, and follow-up states.

inboxtriagepriority

Source record

Inbox Triage Policy

operations

Owner

Founder

Updated

2026-05-24

Key points

- Urgent client-impacting messages are reviewed before lower-priority admin.
- AI drafts are never sent without human review.
- Every action item needs an owner and a next state.

Lead Qualification Playbook

sales

current

How inbound and outbound leads are assessed before discovery.

lead scoringdiscoveryproof assets

Source record

Lead Qualification Playbook

sales

Owner

Founder

Updated

2026-06-02

Key points

- Prioritise specific operational pain over vague interest in AI.
- Recommend proof assets based on the pain pattern, not as a generic content dump.
- Good-fit leads move toward discovery; unclear leads receive one focused qualifying question.

Proposal Handoff Checklist

sales

draft

Checklist for turning discovery notes into a scoped implementation proposal.

proposalauditscope

Source record

Proposal Handoff Checklist

sales

Owner

Founder

Updated

2026-05-30

Key points

- Confirm the workflow owner, current tools, and business impact.
- Define the first implementation sprint as a contained scope.
- Do not promise integrations until data access and system constraints are known.

Discovery Call Notes Template

sales

current

Question structure for diagnosing workflow pain before recommending a system.

discoveryauditworkflow

Source record

Discovery Call Notes Template

sales

Owner

Founder

Updated

2026-05-28

Key points

- Ask where the work starts, gets stuck, and who owns each step.
- Identify repeated manual tasks and missed handoffs.
- End with a clear next step: audit, nurture, or close politely.