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Product · knowledgeXpert

Agentic Apps

Build automated, multi-step workflows on your knowledge — from a question to a finished, cited deliverable. The force multiplier: search saves minutes, automated workflows save hours.

Agentic Apps
What it does

From a question to a finished deliverable.

Not just a chat answer — a repeatable workflow that produces the document your team actually hands over.

Multi-step automation

Chain retrieval, comparison, and generation into one app — a dig package, a quote, a cross-reference report, an audit-evidence set.

Cited deliverables

Every line of the output traces to its source — your documents and the cited public knowledge it ran on.

Built in plain English

Describe the task and the app takes shape — or we build the custom workflow with you, around the work your team repeats.

Under the hood

Anatomy of an Agentic App

One request runs end to end — pulling from the systems you already use, reasoning over your cited knowledge, and delivering a finished document back to your system of record.

STEP 01

Trigger

A question, an inbound email, or a scheduled run kicks the app off.

QuestionEmailSchedule
STEP 02

Retrieve

Pulls the exact specs, records and codes from wherever your documents live.

Document storesCloud drives
STEP 03

Reason

Cross-references and checks the request against your governed, cited knowledge.

Cited knowledge base
STEP 04

Generate

Produces the finished deliverable — every line traced back to its source.

Cited document
STEP 05

Deliver

Writes the result back to your system of record — or sends it straight on.

CRMEmail
Example apps

Built around the work your team repeats

A few of the automations teams run on knowledgeXpert — each turns a recurring request into a cited deliverable, on your own documents.

Trigger · Quote request

Cited Quote Builder

Read the RFQMatch specs & pricingDraft the quote
Reads from your catalogs & price files, writes to your CRM.
A cited quote, ready to send
Trigger · Audit / inspection

Audit-Evidence Package

Take the requirementPull matching recordsAssemble evidence
Reads from your records & SOPs, cites each to the exact page.
An audit-ready evidence set
Trigger · Integrity review

Corrosion Cross-Reference

Take the asset / specCross-ref codes & historyFlag & cite
Reads from codes, failure reports & test records in one pass.
A cited cross-reference report
Trigger · New-hire question

New-Hire Answer Desk

Ask in plain EnglishSearch the corpusAnswer & cite
Reads from your manuals & SOPs — or says “not in the record.”
A cited answer, in seconds
Explore the platform

One Hub. Every governed tool.

Agentic Apps is part of the knowledgeXpert platform — every tool on the same cited knowledge.

Connectors

Runs on the systems you already have

25+ integrations across email, chat, docs, storage, CRM and more — knowledgeXpert reads from where your work lives and writes results back to your systems of record. No rip-and-replace.

Email & calendarInbox and scheduling
Gmail Microsoft Outlook Google Calendar Calendly
Chat & meetingsWhere conversations happen
Slack Microsoft Teams Zoom Webex Google Meet Fireflies
Docs, storage & knowledgeWhere your documents live
Google Docs Google Sheets Google Slides Microsoft SharePoint Google Drive Dropbox Microsoft OneDrive
CRM & supportSystems of record
Salesforce HubSpot Freshdesk
Work managementTickets, tasks and projects
Jira monday.com ClickUp
Marketing & adsCampaigns and audiences
LinkedIn Google Ads Meta Ads
FinanceAccounts and transactions
Coinbase

Don’t see yours? Connector availability varies by plan and deployment — and we add connectors, including custom systems via API, to fit your stack.

See it on your own documents

Watch one real request become a cited deliverable.

Thirty minutes, your own documents, every answer cited to its source.