Smart Assist | AI knowledge assistant for staff | Agent IQ
Faster answers. More confident employees.
Smart Assist gives employees immediate, source-linked answers from approved institutional knowledge, helping them spend less time searching, serve account holders more consistently, and work with greater confidence.
Give employees trusted answers in the moment
Smart Assist turns approved institutional knowledge into immediate, conversational answers employees can use to complete everyday work and navigate complex policies and procedures.
- Ask questions in natural language
- Get answers grounded in approved knowledge
- View citations to original source content
- Tailor answers to employee roles and permissions
- Access through Lynq, Teams, or your intranet
- Return no answer without approved content
Give employees confidence in every answer
Find trusted answers faster
Help employees access approved policies, procedures, product information, and other institutional knowledge without searching across multiple systems.
Respond with consistency
Ground answers in approved source content so employees can provide more accurate and consistent guidance.
Streamline the workflow
Make Smart Assist available through the Lynq dashboard, Microsoft Teams, or your institution’s intranet.
Key capabilities
- Natural-language questions and answers
- Answers grounded in approved institutional knowledge
- Source citations and links to supporting content
- Role-based and permission-aware access
- No unsupported answers when approved content is unavailable
- Access through Lynq, Microsoft Teams, and intranet experiences
- Integration with Smart Drive and Smart Control
Trusted institutional knowledge, available when employees need it
Smart Control governs what knowledge is approved and who can access it. Smart Drive organizes and manages that approved knowledge, while Smart Assist gives employees immediate answers grounded in the content available to them.
Proven impact for financial institutions
It's driving efficiency within our organization as chat specialists
save time and process more chats than they would in phone or in person.Ralph Conforti
Sr. Manager of Strategy & Transformation
.png?width=1700&height=350&name=BMOI%20(1).png)
Ready to give employees faster, trusted answers?
Explore the Smart intelligence layer
Smart Control
Govern how institutional knowledge is reviewed, approved and maintained.
Smart Drive
Organize and manage approved institutional knowledge in one place.
Knowledge management
Explore how governed knowledge can improve efficiency and AI readiness.