A coach that reads the playbook so advisors don't have to
A network of real-estate advisors had its whole method in one large knowledge base. We built a coaching agent that finds the few sections a question needs and answers from them, instead of sending the entire base to a model on every call.
The network's know-how filled a knowledge base of roughly 196,000 tokens. Sending all of it with every question is slow, costly and still loses the right paragraph in the noise. New advisors needed answers in seconds, in the network's own words.
What changed
Each question now pulls only the relevant sections. Two search methods are combined so both meaning and exact terms are found, and a guardrail stops the agent from naming competitors or internal people while it streams its answer.
How it works
5 steps, end to end
01
The advisor asks
A coaching question from inside the network's platform.
02
Search two ways
Semantic search and keyword search run side by side over 962 sections.
03
Fuse the rankings
Both result lists are merged into one ranking of the best passages.
04
Answer from the passages
The model writes a coaching answer from the selected sections only.
05
Guard the stream
Names that must not appear are blocked as the answer streams out.
Where the AI stops
The model writes. The code decides.
The model
Writes the coaching answer
Adapts the tone to the advisor's question
Summarises long sections into steps
The code
Selects the sections the model is allowed to read
Fuses semantic and keyword rankings
Blocks competitor and internal names while streaming
By the numbers
Counts read in the code we shipped. No invented results.
dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore · dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore · dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore · dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore · dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore · dev · AI · SaaS · CRM · an AI agent for every role · custom software · web design · nearshore ·