03 / Ask Your Business
What if your team could just ask?
Coastal & Co.’s procedures, policies and useful information are spread across different documents. See how AI could help someone find the right answer without hunting through folders.
Interactive simulation · Fictional data · No documents uploaded or tools connected
Internal documents
Coastal & Co. knowledge
Four fictional sources. Open a document to read it.
Event Booking ProcessProcedure
- A booking becomes confirmed only after the customer accepts the quote and pays the required deposit.
- The booking must then be marked as Confirmed in the booking tracker.
- The customer should receive written confirmation after payment has been recorded.
- Final guest numbers are requested seven days before the event.
Cancellation PolicyPolicy
- Cancellations more than 14 days before an event qualify for a refund of the deposit less any non-refundable costs already incurred.
- Cancellations within 14 days do not automatically qualify for a deposit refund.
- Exceptional circumstances should be referred to a manager before responding to the customer.
Dietary Requirements GuideGuide
- Dietary requirements should be confirmed when the customer provides final guest numbers.
- Allergies must be clearly separated from preferences.
- Severe allergy information should be flagged to the kitchen team.
- Staff should never guarantee an allergen-free environment unless this has been explicitly confirmed.
New Enquiry ChecklistChecklist
- Before preparing a quote, confirm the event date, location, estimated guest numbers, type of event, catering requirements, dietary information where available and customer contact details.
- Budget can be requested where useful but is not mandatory before an initial quote discussion.
Ready to search
What is it actually doing?
- Question asked
- Relevant company information searched
- Useful sections identified
- Answer prepared
- Sources shown
The answer is based on the information available in the business knowledge base, rather than general internet knowledge.
What changed?
Without a knowledge system
- Need an answer
- Search shared folders
- Open several documents
- Ask a colleague
- Search old messages
- Work out which version is current
- Eventually find the information
With a knowledge system
- Ask the question
- Relevant information found
- Answer prepared
- Source shown
- Employee reviews and acts
Could connect with
- Google Drive
- Microsoft SharePoint
- Notion
- Dropbox
- Google Docs
- Microsoft Teams
- Slack
A tailored knowledge system could work with approved business information from tools like these, depending on where your team already stores it.
What could this look like in your business?
The AI Efficiency Assessment looks at where information lives across your business, how your team currently finds it and whether a focused knowledge system could save time or reduce repeated questions.
Check if allmi is a fit →