Operational AI for real-world businesses

Ask Bob.

Your operational AI assistant.

Bob helps teams find what is true across the systems they already use: documents, spreadsheets, email, finance records, shared drives and the knowledge sitting between them.

Start Discovery

Not Another AI Bollocks

Bob is not here to sound clever.

Bob is here to make operations clearer. It should show its working, separate fact from inference, and help people make better decisions without pretending the machine is in charge.

Modular

Connectors and capabilities can grow without turning the product into a monolith.

Role-based

People see the operational truth that fits their permissions, responsibilities and context.

Explainable

Sources, confidence and reasoning stay visible so users can trust, challenge or correct Bob.

Discovery Mode

Look around before building anything heavy.

Discovery Mode is the calm first step: map systems, surface knowledge sources and identify operational gaps before indexing, automation or deeper platform work.

Bob in Discovery Mode

Bob discovers first. You stay in control.

A simple V1 demo of how Bob starts carefully: connect, observe, and wait for human approval before learning from any source.

01

Connector installed

A fictional operations connector is installed with read-only discovery permissions.

No indexing yet
02

Sources discovered

Bob detects candidate sources such as shared drives, finance records, mailboxes and spreadsheets.

Provenance visible
03

Human approves what Bob learns from

A person reviews the synthetic discovery list and chooses which sources are trusted.

Customer controlled

Ask Bob

Operational questions, with sources attached.

Bob answers from approved operational sources, separates facts from assumptions, and shows when a person should review the result.

Why hasn't ABC Ltd been installed?
SharePoint Outlook Sage
Likely

Facts: The signed agreement is in SharePoint. An Outlook thread asks for a purchase order number. Sage shows the account on finance hold.

Reasoning: The installation appears blocked because the PO number has not been supplied and finance has not released the account.

Assumption: The latest email thread is the active blocker. Ask operations to confirm before updating the customer.

Where is the latest customer pricing sheet?
SharePoint Spreadsheet CRM
Confirmed

Facts: The newest approved file is stored in the Sales Operations SharePoint site and was linked from the CRM pricing note.

Reasoning: It has the latest modified date and matches the approved naming pattern used by the commercial team.

Assumption: No assumption needed, but older copies should remain read-only to avoid confusion.

Which customers are due renewal this month?
CRM Spreadsheet Outlook
Needs review

Facts: The CRM renewal view lists eight accounts this month. A spreadsheet maintained by account managers lists nine.

Reasoning: One customer appears in the spreadsheet but not the CRM view, so the renewal list is not fully aligned.

Assumption: The spreadsheet may include an informal renewal extension. Sales should approve the final list.

Why was the invoice rejected?
Sage Outlook SharePoint
Likely

Facts: Sage records the invoice as rejected. Outlook contains a supplier email requesting a corrected billing address. The contract PDF shows the older address.

Reasoning: The rejection is likely due to an address mismatch between the invoice and supplier records.

Assumption: The supplier email is the rejection reason. Finance should confirm before reissuing.

Bob explains the mess

Why hasn't ABC Ltd been installed?

A static answer built from the synthetic BLLB LTD demo data. Bob shows the operational trail before suggesting what to do next.

Likely blocker Needs review

Bob's conclusion

The install appears blocked because the PO number has not been supplied. There may also be a duplicate CRM record that should be reviewed before proceeding.

Facts found

  • CRM contains both ABC Ltd and ABC Limited for Leeds, with the same account manager and renewal date.
  • The install board shows INS-2401 as blocked, high priority and missing an owner.
  • The mailbox thread says finance cannot release ABC Ltd until a PO reference is supplied.
  • Aged debtors shows INV-9104 on hold because there is no PO reference on the invoice.

Assumptions to check

  • The PO thread is still the active blocker and has not been superseded by a later finance update.
  • ABC Ltd and ABC Limited are duplicate CRM records rather than separate legal entities.
  • The empty install owner means operations has not formally assigned responsibility.
CRM

customers.csv

Rows CUST-1001 and CUST-1005 show ABC Ltd / ABC Limited with matching Leeds details and duplicate-risk notes.

Needs review
Operations

install-board.csv

INS-2401 is blocked, high priority, has no owner and notes: "No PO; finance hold".

Confirmed
Mailbox

po-request-thread.md

Finance and sales emails state that ABC Ltd cannot be released until the PO is issued.

Likely
Finance

aged-debtors.csv

INV-9104 is on hold with the note: "No PO reference on invoice".

Confirmed

Suggested next actions

  • Review duplicate customer record
  • Chase PO number
  • Confirm install owner
  • Update CRM notes

What Bob knows

Operational memory that keeps its sources.

Bob separates facts, assumptions and operational history. Memory builds over time, but every item keeps a source, status and confidence level.

Operations 2026-05-07 09:20

ABC Ltd install delayed due to missing PO

Install INS-2401 is blocked. Operations notes say "No PO; finance hold".

Confirmed High confidence
CRM 2026-05-08 11:45

Duplicate customer record suspected

CRM contains ABC Ltd and ABC Limited with the same town, account manager and renewal date.

Inferred Needs review
Spreadsheet 2026-05-02 16:10

Pricing exception approved by Maya Patel

Hartley & Co Kitchens has a pricing exception noted outside CRM, so the account needs human review before renewal terms are sent.

Human approved Medium confidence
Finance 2026-05-06 14:30

Renewal process updated after invoice dispute

Pembroke Print Services should not renew automatically while invoice INV-9033 remains disputed.

Confirmed High confidence
Mailbox 2026-05-07 15:05

Engineer reassignment caused install ownership confusion

Silver Birch Nursery shows Steve as owner, but the email thread says ownership was not formally handed over.

Inferred Needs review
Correction example

Bob updates the working explanation when better evidence appears.

Initial assumption: install delayed due to stock shortage.

Updated conclusion after email review: missing PO number.

Operational Relationships

Bob rebuilds operational context across disconnected systems.

Instead of drawing a noisy graph, Bob explains why two pieces of operational information belong together and where each link came from.

Customer anchor

ABC Ltd

Primary customer record for the blocked Leeds install. Bob links related records only when the source trail is visible.

CRM Operations Mailbox Finance

Duplicate CRM record

Why linked: ABC Limited shares the Leeds location, account manager and renewal date with ABC Ltd.

Uncertain link: ABC Limited may match ABC Ltd based on VAT number and postcode.

CRM Needs review

Missing PO email thread

Why linked: The mailbox subject names ABC Ltd and finance says the account cannot be released without a PO reference.

Mailbox High confidence

Install board entry

Why linked: INS-2401 names ABC Ltd, shows status as blocked and notes "No PO; finance hold".

Operations Confirmed

Disputed invoice

Why linked: Aged debtors shows INV-9104 for ABC Ltd on hold because there is no PO reference on the invoice.

Finance Confirmed

Engineer assignment

Why linked: The install board assigns Ravi Singh as engineer, but the owner field is blank, so ownership still needs confirmation.

Operations Needs review

Pricing spreadsheet

Why linked: Pricing files are relevant because duplicate customer and install records should be checked before commercial notes are updated.

Spreadsheet Inferred

Discovery Report

Bob discovers first.

Bob discovers first. You decide what he learns from.

Fictional company scan Source provenance visible. Customer control preserved.
Awaiting review
SharePoint

6 SharePoint sites discovered

Candidate workspaces found from connected Microsoft 365 metadata.

Discovered
Finance

Sage finance system detected

System presence inferred from approved connector settings.

Inferred
Spreadsheets

3 customer spreadsheets found

Files look customer-related, but need a human to confirm their role.

Needs approval
Mailbox

1 shared sales mailbox found

Mailbox source confirmed as relevant for sales operations review.

Confirmed
Documents

412 operational documents detected

Document count grouped by source so teams can approve scope gradually.

Discovered
Data quality

2 possible duplicate customer lists found

Bob can flag the overlap, but people decide which list is trusted.

Needs approval

Trust first

Provenance beats polish.

Sources visible Assumptions labelled Confidence stated Human decisions preserved

Private Pilot

Early access for controlled Discovery Mode pilots.

AskBob is currently in early development. Private pilots will start small: one controlled data source first, clear source provenance, confidence labels and human approval before Bob learns from anything.

There is no public launch yet. The pilot is for teams who want to understand their operational data before they automate around it.

Private pilot requests are not submitted yet — this is a visual placeholder.