Grounded answers from your own knowledge
Retrieval over help center articles, policies, product data, past tickets, and internal documentation, with citations, freshness rules, and a clear answer when the assistant does not know.
Conversational AI
An enterprise AI chatbot has to answer from approved knowledge, act inside the systems of record, respect roles and data boundaries, and prove what it deflected. DPI builds and operates that assistant: retrieval over your own content, actions through your APIs, single sign-on and audit trails, hosted or self-hosted models, and a containment metric the support director can defend.
Who This Is For
What the Service Includes
Retrieval over help center articles, policies, product data, past tickets, and internal documentation, with citations, freshness rules, and a clear answer when the assistant does not know.
Order status, shipment tracking, returns and exchanges, account and subscription changes, appointment booking, ticket creation and updates, executed through your APIs with permission scopes.
Catalog and inventory lookups, order and delivery questions, return eligibility, promotion rules, and product guidance grounded in your catalog data rather than a generic model.
Single sign-on through Okta or Microsoft Entra, customer authentication before account data is shown, role-based answers for internal assistants, and per-tenant or per-brand separation.
Approved-source policies, refusal and escalation rules, prompt and response logging, red-team tests before launch, and an audit trail your compliance team can review.
Website widget, mobile app SDK, WhatsApp, Slack and Teams for internal use, and the phone through our voice agents: one set of knowledge, actions, and rules behind all of them, per brand where you run several.
Every conversation classified by intent and outcome: resolved, escalated, abandoned. Deflection, transfer quality, and customer satisfaction reported monthly against the baseline we measured before launch.
A self-serve chatbot platform is a good way to answer the twenty questions your help center already covers. Enterprise conversations are not those twenty questions. They are "where is my order", "why was I charged twice", "can I return this after thirty days", "is this in stock in my size", "reset my access to the billing portal". Every one of them needs a lookup in a system, a rule applied, and sometimes an action taken. A bot that can only read articles escalates all of them, and the support team ends up handling the same volume with an extra layer in front of it.
The second wall is governance. Once an assistant can see an order or an account, security asks who authenticated the customer, what data the model received, where it was processed, how long it is retained, and what happens when the model is wrong. Those answers have to exist before launch, not after an incident.
We start with retrieval, because an enterprise assistant is only as good as what it is allowed to read. Help center content, policies, product data, past resolved tickets, and internal documentation are indexed with freshness and permission metadata, so a customer-facing assistant never sees internal-only material and an internal assistant answers by role. Every answer can cite its source, and the assistant is built to say it does not know rather than improvise.
Actions come next. Order status, shipment tracking, returns and exchanges, subscription changes, appointment booking, ticket creation: each is an API call with a permission scope, a confirmation step where money or personal data is involved, and a log entry. This is where deflection actually comes from. In most deployments a handful of lookup intents account for the majority of contact volume, which is why the intent inventory comes before the build.
Retail and ecommerce deployments deserve their own note because the data lives in the commerce platform and changes constantly. The assistant reads catalog, inventory, order, and shipment data live, applies your return window and promotion rules, and answers questions about sizing or compatibility from your product attributes. Where it cannot resolve something, it hands the conversation to an agent with the order, the history, and what was already tried, so the customer does not repeat themselves.
| Capability | Chatbot platform | Custom build | DPI enterprise service |
|---|---|---|---|
| Answers from help-center articles | Yes | Yes | Yes, with citations and freshness rules |
| Answers from tickets, policies, product data | Limited | Yes | Yes, permission-aware retrieval |
| Order, account, and booking lookups | Rarely | Yes | Yes, through your APIs with scopes |
| Actions: returns, changes, tickets | Rarely | Yes | Yes, with confirmation and audit |
| Single sign-on and role-based answers | Enterprise tier only | You build it | Included: Okta, Entra, customer auth |
| Self-hosted models and data residency | No | You build it | Included when required |
| Evaluation set scored before releases | No | You build it | Included |
| Containment measured against a baseline | Vendor dashboard | You build it | Monthly report by intent |
| Ownership of prompts, code, and data | Vendor | You | You |
| Someone operating it every month | Your team | Your team | DPI |
Customer support: order status, delivery questions, returns and exchanges, warranty claims, and account changes resolved in chat, with escalation that carries the full context to an agent. This is where deflection numbers come from.
Ecommerce and sales: product questions answered from catalog attributes, stock and size checks, promotion rules applied correctly, abandoned-cart follow-up on WhatsApp, and lead qualification for high-consideration purchases.
IT and HR service desks: password resets, access requests, device and software questions, policy lookups, and onboarding steps, answered by role behind single sign-on and turned into tickets when a person is needed.
Operations and field teams: an internal assistant over procedures, contracts, and past cases that answers with citations, so a dispatcher, a claims handler, or a site manager gets the right document instead of searching four systems.
Finance and compliance: invoice and payment status, policy questions, and document collection with an audit trail, on private models where the data requires it.
An enterprise assistant is only useful inside the systems your teams already run, so integration is most of the work. Support platforms such as Zendesk, Salesforce Service Cloud, Intercom, and HubSpot for tickets and history; Shopify and other commerce platforms for orders, inventory, and returns; ERPs and billing systems for invoices and payments; scheduling systems for bookings; Okta and Microsoft Entra for identity; Confluence, SharePoint, and document stores for knowledge. Each integration runs through an API with a permission scope and is logged, and the assistant is tested against each one on real cases before launch. Where a system has no API, we build the connector rather than asking the assistant to guess.
Single sign-on through Okta or Microsoft Entra covers internal assistants; customer-facing assistants authenticate through your existing account flow before any account data is shown. Roles decide what each user can ask about. Prompts, retrieved sources, responses, and actions are logged with retention you control. Guardrails list the topics the assistant refuses and the situations where it must escalate. Models run hosted under enterprise terms that exclude training on your data, or self-hosted inside your own environment when residency or confidentiality requires it. All of this is written into an architecture document your security team reviews before the build, not summarized afterwards.
Before launch we measure the baseline: contacts per month by intent, resolution rate, cost per contact, transfer quality. After launch the same numbers are reported monthly, broken down by intent, so you can see exactly what the assistant resolved, what it escalated, and why. Intents that do not meet the quality bar are routed to people until they do. That is the difference between a containment number you can defend in a quarterly review and a vendor dashboard.
For smaller deployments, or a first assistant on a website or WhatsApp, AI chatbot development covers the same engineering at a smaller scope. The retrieval layer is built with our AI knowledge systems practice, the ticket side with AI customer support automation, and the phone equivalent with AI voice agents, which share intents and knowledge with the chat assistant so customers get the same answer on every channel.
How It Works
We take a sample of real conversations, classify what customers actually ask, and measure today's cost per contact and resolution rate. Output: the intents worth automating first and the number the project is judged on.
Retrieval design, model and hosting choice, authentication, data flows, retention, and guardrails documented for your security team before a line of production code ships.
The assistant is built against your knowledge and systems, then scored on an evaluation set drawn from real questions. It launches when accuracy and escalation behaviour pass the thresholds you set.
A limited pilot on one channel or brand, then rollout by intent and by region. After launch we review transcripts, add intents, tune retrieval, and report against the baseline.
Stack & Integrations
Industries
Authenticated account questions, document collection, and status updates with audit trails.
Patient questions, scheduling, and forms under a signed BAA with private model hosting.
Order and shipment status, exception handling, and carrier questions answered from your systems.
Client intake, document requests, and internal assistants over matter files and precedents.
Engagement Models
Intent inventory, baseline measurement, architecture and security documentation. Fixed scope, useful even if you build the rest elsewhere.
Fixed-scope delivery of the assistant, integrations, evaluation set, and pilot, with the containment target agreed up front.
Monthly operation: transcript review, new intents, retrieval tuning, model updates, and reporting against the baseline.
FAQ
Four things: it answers from your governed content instead of a generic model, it acts inside your systems of record, it respects identity and data boundaries through single sign-on and permission scopes, and it produces an audit trail and a containment number. A widget does none of those, which is why platform bots stall once questions require a lookup.
Platforms give you a framework and leave the hard parts to you: retrieval quality over your content, integrations with your systems, evaluation, and operations. We build on the platform that fits or on an open stack, then do those parts and keep doing them after launch. You own the code, the prompts, the evaluation set, and the data.
Yes, and those are usually the highest-volume intents. The assistant authenticates the customer, reads order, shipment, and inventory data through your commerce APIs, applies your return and promotion rules, and completes the action or hands off with full context. Answers come from your catalog and policies, not from a model's memory.
Yes. Speech and language models can run self-hosted in your VPC, including open-source models such as Qwen, so conversations and documents never leave your infrastructure. Where hosted models are acceptable we use enterprise terms that exclude training on your data. The choice is documented in the architecture review.
Approved sources, refusal rules for topics you list, mandatory escalation for anything touching money, health, or legal exposure, and an evaluation set scored before every release. Sensitive actions require customer confirmation or a person. Everything is logged for review.
Against a baseline taken before launch: contacts per month, resolution rate, cost per contact, and transfer quality. After launch we report containment by intent, escalation reasons, and customer satisfaction. If an intent is not being resolved well, it goes back to a person until it is.
Depends on where your questions live. If most of them are answered in your help center and nothing needs a lookup, a platform is enough. If customers ask about orders, accounts, and bookings, you need retrieval plus integrations, which is a custom build. If you also need someone to evaluate, operate, and report on it every month, that is the service. The comparison table on this page lays out the three side by side; most enterprise deployments end up in the third column because nobody on the support team has time to run a chatbot.
Yes. The same assistant runs as a website widget, inside a mobile app through an SDK, on WhatsApp, and in internal tools such as Slack or Teams. The channel is a thin layer; knowledge, actions, permissions, and logging are shared, so an answer on the website is the same answer in the app.
Yes. Per-brand knowledge, tone, and rules sit on top of shared infrastructure, with data separated per tenant. Franchises, holding companies, and agencies use this to roll out one governed assistant across several brands without repeating the build.
Scope drives it: the number of intents, systems to integrate, authentication and compliance requirements, and whether models run hosted or self-hosted. Discovery is a fixed scope, the build is quoted in writing after it, and operations are a monthly service. Our chatbot cost guide breaks down the layers.
Related
Next Step
Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.