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CogniVis

Indexing the hotel’s documents and knowledge bases for AI

The right instruction, without searching through folders

We connect selected drives, folders and knowledge bases into a searchable context layer. AI can use instructions, policies and internal materials while retaining the source, version and agreed access scope.

Example in action

Two instructions should not produce two answers

This example shows the module’s role in a hotel process. We define the source scope and available actions for each implementation.

Situation

Documents scattered across teams

The current procedure is on the shared drive, but an older copy can still be found in another folder. The assistant should not treat both versions as equally valid.

Using the module

Knowledge with an owner and version

The index includes the specified source folder and retains update information. A withdrawn document can be disconnected from AI without deleting the file from the drive. Separate rules define access for employees and guest-facing channels.

  • Approved source scope
  • Versions and references
  • Permission control
Module scope

What does this module cover?

This provides a source for materials that are not on the website or in the core systems. It may include documents in Microsoft 365, Google Workspace or another agreed repository. We check the specific connection method before implementation.

Multiple sources

The team can find the knowledge they need without remembering the folder structure.

Source traceability

Every result can be linked to its document and the date it was retrieved.

Content exclusion

Working or outdated material does not have to appear in AI responses.

Process

How do we launch the solution?

1

Inventory

We select repositories, content owners and documents that genuinely support the process.

2

Indexing

We read supported formats, metadata and permissions; scans are sent for OCR.

3

Maintaining knowledge

We test updates, content withdrawal and access from different user roles.

Data and outcome

What goes into the module and what comes out?

We separate source material from the tool’s output. This helps subsequent modules understand which context they can use.

Input

What does AI use?

  • Selected folders and knowledge bases
  • Document permissions
  • Versioning rules
Output

What does the team receive?

  • Index of additional knowledge
  • Results with source references
  • Context for subsequent tools
Control

Permissions and decisions remain with the hotel

Before launch, we agree data access, responsible people and how exceptions will be handled.

The decision remains with the team

The hotel identifies the content owners. Internal documents do not automatically become available to guests simply because AI uses them. Connecting a source requires a separate agreement on its audiences.

Where does this module end?

The index does not edit documents itself or resolve conflicting procedures. Missing access, an unsupported format or an old version should be visible, not hidden by a generated response.

Outcome

What changes in day-to-day work?

Knowledge available at work

Instructions can support the assistant, guest guide and offer-preparation process.

Fewer old copies

Updates can be based on the specified source instead of multiple manually maintained databases.

Data and integrations

Which sources and tools do we connect the module to?

The integration respects the agreed source restrictions. How permissions, deletions and version changes are synchronised is part of the project, not an assumption left to default settings.

Team drivesKnowledge basesDocument OCRAI platform
Content hub

Related process elements

Its place in the implementation journey

These links come from the roadmap. Requirements form the basis of each node, while enrichments extend its capabilities. This does not mean that all subsequent modules must be launched at once.

FAQ

Frequently asked questions

Will all documents be available to guests?

No. We separate the knowledge available to guests, employees and managers according to their needs and permissions.

Do we need to move files to a new drive?

Not necessarily. The aim is to connect existing, agreed sources; we check the technical options for the systems in use.

Organise your sources before adding more tools

We’ll identify which documents are worth connecting and how to keep them up to date without creating more copies.

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