Voice Agent
When callers ask questions whose answers live in your documents, not in a script.
See Voice AgentAI knowledge agent with cited answers. Every answer, with its source.
Webaroo's Knowledge Agent is an AI agent your team asks in Slack or Microsoft Teams. It answers from the documents and Drive folders you share with it, cites the source every time, and says so when the answer is not there.
Ask Roo: Could an AI agent answer our team's questions and cite the source?
Drive folders / Shared documents / Answer, with its source
- Built for
- Teams that answer the same questions from the same documents all week: lenders, manufacturers, operations teams and professional services firms
- Time to live
- Timeline quoted on a call
- How it is priced
- A fixed fee for a defined scope, quoted on a call, then a monthly Run plan from go-live
- Pairs with
- Voice Agent, Workflow Agent, AI Assessment
Every answer cited. Every question logged.
Your team asks in Slack or Microsoft Teams and gets a plain answer with its source. When the answer is not in your documents, it says so.
Questions answered where your team already works
In Slack or Microsoft Teams. No new tool to open, no search box to learn. Ask in plain words and get a plain answer.
Your team “What do our supply agreements say about late deliveries?”
Every answer cites its source
The document, the section, the date it was last changed. Your team can check it in one click instead of taking the agent's word for it.
Your team “Which version of the expense policy is current, and when did it change?”
It sees only what you share
The agent reads the Drive folders you share with it and nothing else. Share a folder and it is loaded on the next refresh. Unshare it and it drops out of new answers.
Your team “Can you pull the numbers from the board deck folder?”
It says when it does not know
If the answer is not in the documents, it says so and names who to ask instead of guessing. Wrong answers your team flags go to a review queue and get fixed.
Your team “Do we waive the late fee if the payment came in a day late?”
Every question logged
What was asked, what was answered, which sources were used. Your admin can read it any time, and it feeds the report.
Your team “Which questions could the agent not answer last month?”
Examples are illustrative
What ships, and what we keep current.
The agent is the part your team talks to. The document checks and the review of flagged answers keep it right as your files change.
You get
Delivered by go-live.
- One knowledge base from the Drive folders you share, in your tone, with written rules on what it will not answer
- The agent live in Slack or Microsoft Teams, or on a web chat if you prefer
- A citation on every answer, back to the document and section
- An audit log of every question and answer, plus an admin runbook for adding and removing folders
- A report: questions asked, questions it could not answer, documents most cited
We run
Every month, for as long as it is live.
- Document checks, so new and changed files are picked up and stale ones are flagged
- Review of wrong-answer flags and unanswered questions, turned into fixes or new documents to add
- A report: usage, unanswered questions, and the documents to add
- Monitoring and backups
- Answer cited last year’s underwriting checklistFlagged by a loan processor. Corrected: the current checklist is now the only source.Corrected
- Tooling terms in a supply agreementAnswered from the agreement, with the clause linked. Approved.Approved
- Question about one borrower’s fileNot in the shared folders. Sent to the underwriting lead. Handoff.Handoff
Live on your own documents.
Step one sets access and picks the folders. Step two loads and tunes them, and step three runs it beside your team before it goes live.
Step 1
Access and documents
We set up the service account, your team shares the folders, and we inventory what is there. We agree in writing which groups see what. Persona and tone are written and you approve them.
Step 2
Load and tune
We load the documents and test the agent on questions your team really asks. We fix the misses, set the citation format, and open a review queue for wrong answers.
Step 3
Shadow run, then live
A few named people use it next to their normal work. We fix what it missed, then open it to the team with the runbook and the date of the first report.
How it is priced
A fixed fee for a defined scope, quoted on a call once we know how many documents and how many people will use it. After go-live, our support and maintenance team runs it on a monthly Run plan. No hourly billing.
Answers first, and then the work they start.
An answer is often the first step. Each of these puts it to work: on the phone, in a workflow, or in a plan.
Workflow Agent
When an answer should turn into an action, with a named person approving it first.
See Workflow AgentAI Assessment
When you are not sure which documents, or which team, to start with. Ten days, one plan.
See the AI AssessmentOne question, from the ask to the source.
The same agent, three businesses. Pick one and follow a question from the moment it is asked to the moment a person steps in.
Your team
What do we need from a self-employed applicant before underwriting can start?
Agent
Two years of business returns, a year-to-date profit and loss, three months of business bank statements, and a signed 4506-C.1,2 The March ops update added the year-to-date profit and loss.3
Sources
- 1DriveUnderwriting Checklist v7
- 2DocsSelf-Employed Business Income Guide
- 3DocsOps Update, March 2026
Answers only from the operations folders shared with the agent. Applicant files are not in scope.
01Request
A processor asks in Teams
The checklist changed twice this year and the processor is not sure which version is current. She asks the agent instead of the senior underwriter.
02Knowledge
It knows which version is current
The answer comes from version 7 of the checklist and the income guide, and it folds in the March ops update that added a document.
03Action
The list goes back with sources
Four documents, named the way the checklist names them, with links. The processor pastes the list into the applicant email.
04Handoff
The edge case goes to underwriting
The processor follows up: the applicant also has rental income. The agent says rental income is covered by a guide it has not been given, and names the underwriting lead.
Your team
What do we need before we issue a certificate that names an additional insured?
Agent
A written request with the certificate holder's legal name and address, the contract or job that calls for it, and the policy the certificate goes on.2 Per the servicing procedures, the account manager checks the policy for an additional insured endorsement before the certificate goes out.1,3
Sources
- 1DriveServicing Procedures 2026, certificates
- 2DocsCertificate Request Checklist
- 3DocsOps Update, August 2026
Answers only from the agency's shared procedures folder. Client policy files are not in scope.
01Request
An account manager asks in Teams
An insured needs a certificate before a job starts tomorrow, with the general contractor named as additional insured. The account manager asks the agent what the agency needs first.
02Knowledge
It answers from the servicing procedures
The answer comes from the agency's servicing procedures and the certificate checklist, and the August ops update that added the contract to the list.
03Action
The list goes back with sources
Three items, named the way the checklist names them, with links. The account manager sends the request to the insured the same morning.
04Handoff
Coverage questions go to a person
The account manager asks whether the policy already covers the general contractor. The agent says that is a coverage question, that it does not interpret policies, and names the account executive.
Your team
Which of our contract manufacturers' supply agreements give us ownership of the tooling?
Agent
Two of the four. The agreements with the first and third suppliers assign the tooling to you once it is paid for.1,2 The other two say nothing about tooling, so check with the sourcing lead before the award.3
Sources
- 1DriveSupply Agreement, first supplier, section 9
- 2DocsSupply Agreement, third supplier, tooling clause
- 3DriveApproved Supplier List 2026
Answers only from the sourcing team's shared folders. Other teams' folders are not in scope.
01Request
A sourcing lead asks in Slack
An award is due Friday, and the sourcing lead needs to know which suppliers' agreements give the company the tooling. She asks the agent instead of opening every agreement.
02Knowledge
It reads the agreements, not a summary
The answer comes from the supply agreements in the shared sourcing folder, with the clause cited for each supplier.
03Action
The answer lands with the clause
Two agreements assign the tooling and two are silent, each line linked to its clause. She adds it to the award comparison.
04Handoff
What a clause means goes to counsel
She asks whether one silent agreement could still be read in the company's favor. The agent says it does not interpret contracts and names counsel as the person to ask.
Built for repeat questions. Answered from your files.
Teams that answer the same questions from the same documents all week: lenders, manufacturers, operations teams and professional services firms.
Industries
- Banking and financial servicesLoan files checked on arrival. Every approval on the record.
- InsuranceThe underwriter gets a clean file, not an inbox.
- Electronics manufacturingSupplier quotes side by side. The award stays with your team.
- Professional servicesYour people review the file. The agents build it.
Playbooks
- Ask your documents: answers from your own filesThe answer exists in a document somewhere, and the person who needs it asks the one colleague who always knows instead.
- Security and access controls for AIAn AI agent is only as safe as the access it has, and most get more than the job needs.
- Copilots for your teamEveryone on the team already uses a chatbot, and each one answers from the open web with no idea how your company works.
Asked before any folder is shared. Answered in plain words.
If yours is not here, ask it on the 15-minute call.
Webaroo's Knowledge Agent answers your team's questions in Slack or Microsoft Teams from the Drive folders and documents you share with it. Every answer cites its source, and every question is logged.
Google Workspace today: Drive folders, Docs, and Sheets that your team shares with the agent's service account. Your team asks it questions in Slack, Teams, or Telegram. It reads only what you share and nothing from private drives or inboxes.
A fixed fee for a defined scope, quoted on a call once we know how many documents and how many people will use it. After go-live, our support and maintenance team runs it on a monthly Run plan. There is no hourly billing.
Why we don't bill by the hourIt says the answer is not in the documents it has and names the person or team to ask. It is built to answer only from your documents, and wrong answers your team flags go to a review queue. Unanswered questions go in the report so you can add the missing document.
No. The Knowledge Agent answers; it does not act. When you want an answer to turn into an action with a person approving it first, that is the Workflow Agent, and the two run side by side.
New and changed files in the shared folders are picked up on the next check. Your admin can also run a refresh any time, using the steps in the runbook. The check flags stale documents so someone owns the fix.
Start with the questions your team repeats. A straight answer first.
Knowledge Agent fits a team that answers the same questions from the same documents every week.
Book 15 minutes with Connor