Knowledge intelligence for regulated and complex businesses
Use Servination to turn static policies, procedures and board papers into a searchable, auditable knowledge layer that your assistants can use in real time.
How knowledge intelligence works
Servination's RAG (retrieval-augmented generation) layer lets you upload policies, procedures, board papers, financial reports and project documents. The platform converts them into vector embeddings so assistants such as KnowBase, RegWatch and FinRes can answer questions grounded in your own content.
- Upload PDFs, Word documents or text from the client area.
- Documents are stored securely and associated with your tenant and chosen assistant.
- Queries are matched using semantic search, not just keywords.
- Answers clearly state when the information is or isn't supported by your documents.
Example use cases
- Compliance: “What does our complaints policy say about response time SLAs?”
- Risk: “List the key controls in our operations manual relevant to payment errors.”
- Finance: “Summarise the main risks from last quarter's board pack.”
Available on: Bronze plan and above.
RAG demo: a simple flow
- Sign in to the client area and go to the Knowledge section.
- Upload 2–3 key documents (e.g. policies, a board pack or MI report).
- Select the KnowBase assistant and ask targeted questions.
- Review the answer and the documents cited in the response.
This demo shows how Servination turns static documents into a living knowledge base for your team.