A sensible place to start
Start with one recurring question that senior people answer from the same set of sources again and again.
BobAssists
Governed assistant layer
Ask
Ask what your business knows, not a generic model.
BobAssists answers from approved business knowledge each person may use, shows the sources and can hand an approved next step to BobFlow.
What it needs
A real work questionRole permissionsBobGraph contextTask history
What it produces
An answer for that roleVisible sourcesMissing informationAn approved hand-off
The source, access rule and human decision stay visible beside the result.
Role in the stack
A clear job inside one connected system.
Each BobStack layer owns one part of the work and passes reviewed knowledge or approved action to the next.
BobAssists lets people ask questions of the knowledge your business has approved. Each answer reflects the person's role and task, and keeps the evidence close enough to check.
BobAssists reads from BobGraph, shows the evidence and can propose a BobFlow action without skipping the human approval point.
Inside BobAssists
What BobAssists is responsible for.
This layer is built around four responsibilities. The exact scope is confirmed against the first workflow rather than assumed in advance.
01
Answer from permitted context
Retrieve only from the collections and client or matter context the person is allowed to use for that task.
02
Show the evidence
Keep source notes, dates and relevant history close to the answer so a professional can verify the reasoning.
03
Adapt to role without creating another silo
Give partners, advisers and staff the view they need without creating a separate knowledge store for each group.
04
Hand work to BobFlow with approval
Turn a reviewed answer into a proposed next step, with the action, tools and approval history kept visible.
The layer in motion
BobAssists in a real workflow.
The sequence keeps the source, access rule and human decision visible from input to reviewed output.
01
Ask
Start with a question grounded in a client, matter, workflow or business decision.
02
Scope
Apply the person's role, the task boundary and the BobGraph collections they may use.
03
Answer
Assemble the relevant context and present the answer with its supporting sources.
04
Review
A person checks the evidence, corrects missing context and decides whether anything should happen next.
05
Hand off
Where appropriate, send the approved next step to BobFlow with the context and action history attached.
Professional-services applications
What BobAssists could do in each profession.
The system remains consistent. The client history, source material and professional boundary change with the work.
Finance
Orient to the full client story before a review, request or servicing conversation.
Accounting
Find prior review reasoning, obligations and client explanation preferences together.
Insurance
Ask what changed since the last renewal and see the sources behind the answer.
Law
Retrieve matter history, precedent and review decisions within the user's permission scope.
Practical outcomes
What this layer should make easier.
The first implementation defines what useful change looks like for one workflow. These are the improvements this layer is intended to support.
- People spend less time searching across disconnected histories and files
- Answers remain traceable to your business context
- An approved answer can become follow-up work without losing the human decision point
Human boundary
BobAssists prepares answers for professional review. It does not make final credit, product, tax, coverage or legal decisions, and a confident sentence is never a substitute for evidence.
Implementation scope
Each implementation confirms the roles, knowledge collections, AI models and actions that are appropriate. The assistant follows your operating rules instead of one generic policy for every team.
The connected stack
No layer has to work alone.
See how the other BobStack products connect to BobAssists.
Where could BobAssists remove repeated effort?
Bring one workflow, recurring question or knowledge gap. We'll map whether BobAssists belongs in the first useful slice and which other BobStack layers it needs.
Tell us the bottleneckA short, practical conversation. No obligation.