CSM Automation Suite
Engine K

The Keeper

AI-Powered Knowledge Brain

Instant answers to operational questions from your centralized knowledge base. Confidence-scored responses with automatic escalation when answers aren't found.

<1 min
Response Time
Instant answers
95%
Time Saved
15-30 min → <1 min
24/7
Availability
Always online
Auto
Gap Detection
Improves over time
PURPOSE

What This Engine Does

Centralize institutional knowledge and provide instant answers to operational questions. The Keeper eliminates knowledge silos and reduces dependency on any single team member.

Time Savings

Before
15-30 min per question
After
<1 minute
Savings
95%
PROCESS

How It Works

The Keeper operates through a multi-phase workflow designed for maximum automation and reliability.

1

Query Reception

Receive and classify incoming questions

  • Receives query via webhook or Slack command
  • Parses and classifies query type
  • Categories: process, troubleshooting, metrics, client-specific
2

Knowledge Search

Search across all knowledge sources

  • Searches across all knowledge sources with relevance scoring
  • Knowledge_Base (general articles)
  • SOPs (step-by-step procedures)
  • FAQ (common questions)
  • Troubleshooting_Guide (issue resolution)
3

Answer Generation

Create contextual response with AI

  • Retrieves top matching entries
  • Generates contextual answer via GPT-4o with citations
  • Assigns confidence level (High, Medium, Low)
4

Response & Learning

Deliver answer and identify gaps

  • Returns response with confidence and sources
  • Logs query to Query_Log
  • Low-confidence queries flagged to Knowledge_Gaps
  • Alerts #knowledge-gaps for documentation improvement
AUTOMATION

When It Runs

This engine works autonomously so you don't have to

Fully Automated

Runs in the background without manual intervention

  • Provides instant, AI-powered answers to operational questions
  • Enables seamless knowledge access directly from Slack
PERFORMANCE

Performance Metrics

Key thresholds and benchmarks monitored by this engine

Confidence Levels

MetricHealthy
High ConfidenceMultiple sources, exact match
Medium ConfidencePartial match, related content
Low ConfidenceNo strong matches → escalate
DATA FLOW

Inputs & Outputs

What goes in and what comes out

Inputs

  • 1
    User Query
    Question in natural language
  • 2
    Query Context
    Client, topic, or category hints

Outputs

  • 1
    Answer
    AI-generated response with citations
  • 2
    Confidence Score
    High, Medium, or Low
  • 3
    Source References
    Links to knowledge base articles
  • 4
    Knowledge Gap Alert
    For low-confidence queries
RESULTS

Business Impact

The measurable benefits this engine delivers

Training

New hires get instant answers

Consistency

Same answer every time

Independence

Team doesn't need to interrupt each other

Scalability

Knowledge lives in the system, not in people

INTEGRATIONS

Connected Data Sources

The platforms and services this engine integrates with

Knowledge Base (general articles)SOPs (step-by-step procedures)FAQ (common questions)Troubleshooting Guide (issue resolution)
FAQ

Frequently Asked Questions

Common questions about The Keeper

Ready to Deploy The Keeper?

See how our autonomous engines can transform your pipeline and client success operations.

Limited founding partner spots available

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