
This workshop teaches participants to build an AI team member—not just a Q&A chatbot, but an AI assistant that can answer questions from company knowledge AND take automated actions.
Your team spends time answering the same questions repeatedly. Build an AI assistant that learns your company knowledge and takes automated actions, deployed to Slack or Teams for everyday productivity. Free up your best people for strategic work.
No dates currently scheduled
Track
TCB
Level
201
Applied
Duration
3 hours
Early Bird
$99
Save $50
You will arrive answering the same questions every day and being the bottleneck for institutional knowledge, and leave with an AI team member deployed to your team that answers questions and takes action—freeing you from repetitive interruptions.
Employees spend 2.5 hours per day searching for information. Managers answer the same 5-10 questions daily. Onboarding takes weeks because knowledge is scattered. The business owner becomes the bottleneck for institutional knowledge. Participants leave with a working AI team member deployed to their team—capable of answering questions from company knowledge and taking at least one automated action.
Overwhelmed by options, unsure where to start, worried about falling behind
Clear action plan, confidence in your direction, ready to implement
Establish problem, differentiate from TOE-201
Collect and prepare training documents
Compare options, create accounts
Upload knowledge, set persona, build agent
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Systematic testing and improvement
We suggest completing these workshops first for the best experience
Uploading and organizing company knowledge
Training a custom chatbot
Setting permissions and access controls
Deploying for your team
AI team member with knowledge + action capability
Knowledge base optimized for retrieval
At least one automated action configured
Deployment to team communication platform
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Build a searchable knowledge base with AI that your team can query in plain English
This workshop teaches participants to build a comprehensive AI-powered knowledge base system that organizes scattered company knowledge and makes it instantly searchable and queryable.
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Regular
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Standard rate
Day-of
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Walk-in rate
Launch to team with proper controls
ROI tracking, action plan
Measuring usage and effectiveness
Iterating based on feedback
30-day adoption roadmap
Knowledge assistant answering from company docs
Knowledge base optimized for retrieval
Deployment plan for team access
Post-workshop path to add actions later
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