Ask your business.
Get a sourced answer.
CompanyGPT helps employees find answers across approved policies, procedures, pricing, manuals, CRM records, and connected systems. Every response includes supporting sources so your team can verify the information before acting.
No company data is required for the demonstration.
See how it works.
A business user asks a plain-language question. CompanyGPT returns a concise answer with supporting sources your team can inspect.
What is our approved travel policy for client meetings?
Our approved travel policy allows economy airfare, standard hotel accommodations, and reimbursement for reasonable meals and ground transportation. Travel must be approved by a manager before booking, and expenses should be submitted within 30 days.
Important information should be reviewed before action.
Simulated demonstration data. No real customer or company information is shown.
Your answers are already somewhere in the business.
They are buried in documents, CRM records, shared drives, policies, pricing sheets, and the knowledge your experienced employees carry with them.
Finding the current policy or procedure
Staff search through nested folders, email threads, and outdated intranets to answer basic operational questions.
Preparing for a customer conversation
Without quick access to account history, pricing, and commitments, reps enter calls less prepared than they should be.
Locating approved pricing or warranty information
When sales teams rely on outdated PDFs or memory, customers receive inconsistent pricing, terms, and turnaround estimates.
Summarizing an account before a meeting
Critical context lives in CRM notes, support tickets, and senior employees’ heads rather than an accessible, searchable system.
How CompanyGPT works.
Ask
An employee asks a business question in plain language.
Find
CompanyGPT searches the approved information that person is allowed to access.
Verify
The response includes supporting documents and citations.
Act
With appropriate approval, the employee can use the information to complete the next step.
Built around how your team actually works.
Find policies and procedures
Look up specific warranty terms, expense caps, or safety procedures without a manual search.
Prepare for a customer conversation
Verify support commitments, service terms, and account context before a call.
Locate current pricing and terms
Retrieve active pricing schedules, discount structures, and approved partner rates with source attribution.
Summarize approved CRM information
Compile open opportunities, past order history, and recent account notes before a client check-in.
Support employee onboarding
New hires can self-serve procedural and policy questions without interrupting senior staff.
Find troubleshooting or operating procedures
Search equipment guides, diagnostic procedures, and operational checklists from any location.
Built around approved information and controlled access.
CompanyGPT is configured to search the sources you approve, with access rules appropriate for your team. Architecture and integrations are selected according to the client's requirements.
Designed around approved company sources and authorized documents.
Access can be configured according to role and business requirements.
Every answer includes inspectable supporting citations.
Important information should be reviewed by a person before action.
Connections and integrations are selected according to the client’s architecture.
Security and permissions are defined during implementation.
Configured around your business and your approved information.
Deployment timing depends on document volume, data quality, access requirements, and integrations. Here is a typical engagement.
Knowledge and Workflow Review
Identify the questions employees ask most and the approved sources that contain the answers.
Source and Access Configuration
Organize documents, define source authority, and configure appropriate access for each role.
Answer and Citation Testing
Test CompanyGPT against representative staff questions and verify its supporting sources.
Launch and Improvement
Introduce the assistant, train users, review feedback, and improve the knowledge set over time.
Technology is only useful when it fits the way your team works.
Bold City helps you identify where knowledge is creating friction, organize the approved information behind the work, and configure a practical system employees can use with confidence.
Keosha Poole
Founder, Bold City Consulting
We spent years architecting large-scale CRM systems, enterprise database models, and high-volume API automation pipelines. We founded Bold City Consulting to bring that same architectural rigor and problem-solving power to growing businesses without enterprise complexity or bloated retainers.
Business Systems & AI Consultancy
We help growing businesses improve how their people, processes, CRM, technology, data, automation, and internal knowledge work together.
Enterprise Experience, Practical Approach
Enterprise systems experience with small-business practicality. We simplify operations before layering in AI.
Human Review Built In
CompanyGPT is designed to support your team’s decisions, not replace their judgment. A person reviews important information before acting.
See how CompanyGPT could work with your company knowledge.
Explore the interactive demonstration or schedule a focused conversation about your documents, systems, access needs, and employee workflows.