How it works — IB Assist and IB Business Assist

How it works

From approved business knowledge to a working IB Assist — configure, test, and use grounded conversations.

IB Assist path

From your documents to an answer with its source.

01
Business knowledge
Approve the policies, FAQs, and documents the assistant may use.
02
Configure assistant
Shape IB Assist around your organization and use cases.
03
Test
Ask real questions and verify answers against your sources.
04
Publish and use
Make the assistant available in the browser, on desktop and mobile. Customer channels for IB Business Assist are set up with our team.
05
Grounded conversations
Customers and employees get useful answers with sources where appropriate.

From customer conversation to customer request to team follow-up. See the IB Business Assist page for details.

Request Early Access and we will contact you with next steps — or book a demo if you want a guided walkthrough.