Streamline Ai Features

Streamline
AI
Knowledge
Agent
and knowledge integration

Streamline AI’s Knowledge Agent transforms how in-house legal teams manage frequently asked questions from business stakeholders.

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AI-Powered
conversations

Understand and respond to natural language questions using advanced AI. Knowledge Agent seamlessly integrates with Slack to provide answers where teams already work.

Internal document
integration

Upload and manage internal documents in one place. The Knowledge Agent references your policies to deliver accurate, context-aware answers.

Near-Instant
responses

Get fast, consistent answers to common questions. Responses link directly to source documents so users can quickly verify information.

*Response times may vary slightly depending on the complexity of the question and the amount of data the Knowledge Agent needs to process in order to provide an accurate answer

Multi-Agent setup for
‍enhanced efficiency

Specialized AI agents handle different tasks, from summarizing documents to answering questions, ensuring faster and more accurate responses.

Role-based access
controls

Control who can access and upload documents. Permissions ensure sensitive information stays secure and properly managed.

Close-up of blue-tinted textured glass surface with water droplets.
Chat interface showing Mikaela Alvarado asking '@KnowledgeBot what can you do?' and the AI responding with help on company policies.
Close-up of textured, frosted glass with greenish-blue hues creating a blurry abstract pattern.
Diagram showing an active document folder branching into three folders: Employee Handbook.pdf, Security Policy.docx, and Brading_V2.doc, each dated 12 Dec 2024 by Blaise Bevil.
Abstract blurred blue and teal gradient background with a light reflection effect.
Chat message from Mikaela Alvarado asking if she can accept a gift from a customer, answered by KnowledgeBot citing policy against accepting gifts that could be seen as incentives or rewards, with source Employee Handbook.pdf.
Close-up of rippled turquoise water with darker underwater patches.
Interface showing two AI agents: AI Agent 1 with role answering queries and AI Agent 2 with role summarizing documents; details of a topic titled 'Company policy on accepting customer gifts' requested by Mikaela Alvarado with date and channel info.
Close-up of textured glass with a gradient of light purple to dark blue colors.
Three blurred document cards with a central lock icon and text saying 'Only visible to core users.'
Close-up of blue-tinted textured glass surface with water droplets.
Chat interface showing Mikaela Alvarado asking '@KnowledgeBot what can you do?' and the AI responding with help on company policies.

AI-Powered
conversations

Understand and respond to natural language questions using advanced AI. Knowledge Agent seamlessly integrates with Slack to provide answers where teams already work.

Close-up of textured, frosted glass with greenish-blue hues creating a blurry abstract pattern.
Diagram showing an active document folder branching into three folders: Employee Handbook.pdf, Security Policy.docx, and Brading_V2.doc, each dated 12 Dec 2024 by Blaise Bevil.

Internal document
integration

Upload and manage internal documents in one place. The Knowledge Agent references your policies to deliver accurate, context-aware answers.

Abstract blurred blue and teal gradient background with a light reflection effect.
Chat message from Mikaela Alvarado asking if she can accept a gift from a customer, answered by KnowledgeBot citing policy against accepting gifts that could be seen as incentives or rewards, with source Employee Handbook.pdf.

Near-Instant
responses

Get fast, consistent answers to common questions. Responses link directly to source documents so users can quickly verify information.

*Response times may vary slightly depending on the complexity of the question and the amount of data the Knowledge Agent needs to process in order to provide an accurate answer

Close-up of rippled turquoise water with darker underwater patches.
Interface showing two AI agents: AI Agent 1 with role answering queries and AI Agent 2 with role summarizing documents; details of a topic titled 'Company policy on accepting customer gifts' requested by Mikaela Alvarado with date and channel info.

Multi-Agent setup
for enhanced efficiency

Specialized AI agents handle different tasks, from summarizing documents to answering questions, ensuring faster and more accurate responses.

Close-up of textured glass with a gradient of light purple to dark blue colors.
Three blurred document cards with a central lock icon and text saying 'Only visible to core users.'

Role-based access
controls

Control who can access and upload documents. Permissions ensure sensitive information stays secure and properly managed.

How it works

Fast, accurate answers based on your business's policies

The Streamline AI Knowledge Agent significantly reduces the need for human intervention in answering repetitive queries by referencing your internal documents uploaded to Streamline AI’s Knowledge Library.

Close-up of rippled turquoise water with darker underwater patches.Interface showing drag-and-drop upload area with a blue folder icon and text prompt 'Upload Docx, Drag & Drop your file here or browse', above which several document icons and a 'DOCX' label are displayed.
01

Questions for Legal

System admins can easily upload internal FAQs, policy documents and any relevant materials to the Knowledge library.

Close-up of textured, frosted glass with greenish-blue hues creating a blurry abstract pattern.Diagram showing a document processed by an AI Assistant, which then outputs key topics, entities, and summaries.
02

AI gets the Documents

The Knowledge Agent leverages OpenAI’s ChatGPT-4o to interpret and understand the uploaded documents.

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03

Interactive Querying

Users can edit AI predictions or revert to original AI values, then confirm the request to save it.

Technologies

OpenAI GPT technology

Knowledge Agent is powered by OpenAI’s ChatGPT-4o, which processes natural language inputs to generate intelligent, human-like responses.

Document parsing and retrieval

The system processes the uploaded documents and stores them in a vector database capable of both keyword and semantic search.

Conversation processing

Each conversation has its own ephemeral LLM assistant, which has access to this vector database. Responses are then generated using retrieval-augmented generation (RAG), so the LLM combines its internal understanding with the external knowledge base to improve its responses.

“To say I’m a “super” fan of Streamline AI is an understatement,
it’s
truly one of the best tooling I’ve
worked
with in my current 18+ years in the Legal field!”
Rita Zupancic
Legal Operations and Compliance
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Privacy policy

Data privacy and use policy

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Data access and control

Chat interactions and document uploads are stored in Streamline AI’s account within OpenAI, which is necessary in order for the KnowledgeBot to accurately respond to user queries. Streamline AI controls this data and isable to delete or make changes to the data without OpenAI’s involvement. Customer data is stored in its own individual container within OpenAI so your data will not be commingled with any other customer data.
Icon of a robot head with a padlock symbol on its face, representing privacy or security.

Security Practices

Any communication with the Knowledge Agent within Slack is encrypted by Slack according to their security policies. You retain full ownership of any internal documents uploaded to Streamline AI, and they are not used for any purpose beyond responding to your team’s questions.
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AI Training

OpenAI does not use the data provided by your organization to train or improve its language model.
FAQ

What teams ask before they go live

What type of documents can I upload?

You can upload a wide range of documents, including legal FAQs, policies, contracts, and manuals. Supported formats include DOC, DOCX, PDF, DDTX, HTML, MD, TXT formats.

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How does the Knowledge Agent ensure accurate answers?

The Knowledge Agent pulls directly from your internal document repository, ensuring responses areaccurate and relevant to your business.

White stylized letter S logo on a gradient blue and green background.

How secure is the data?

Data within Streamline AI is compliant with industry-standard encryption and restricted access controls to ensure that sensitive legal information is protected at all times. Any data within Slack is subject to Slack’s encryption standards.

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Will my data be used to train OpenAI’s models?

No. OpenAI does not use the data provided by your organization to train or improve its models. Your data is kept secure, and no proprietary information is retained.

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How easy is it to set up and use?

The Knowledge Agent can be set up in a few simple steps.

  1. The System admin enables the Knowledge integration in Organization Settings.
  2. The relevant documents are uploaded to the knowledge library by either an Admin or a Core Lead User.
  3. The Knowledge Agent is added to your Slack instance and invited to the relevant Slack channel.
  4. The Knowledge Agent can then be invoked by typing the @ symbol followed by knowledgeAgent (or another name you choose) followed by the message. E.g., “@knowledgeAgent How do I submit an MSA request?”
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