Case Study · Knowledge assistant

TasiNexus: a cited, permission-aware assistant for staff and customers

Quantic Systems built TasiNexus, a multi-tenant assistant that answers employees and customers from a company's own documents. Every answer is cited and checked against its sources. Nobody sees a document they are not allowed to open.

permission leaks across every test run
0
answer correctness on the test set
99–100%
test question matched to the right source
Every
prompt-injection attempts declined
All

Measured on a graded test set, asked as each kind of user, with permission traps built in.

Overview

About Cedarline

Cedarline Equipment Rentals is the company we run on TasiNexus to show the platform end to end. It runs on production-grade cloud infrastructure, with a full set of company documents, staff accounts in separate teams, and customer conversations.

Demonstration company
Cedarline Equipment Rentals
Knowledge base
70 documents, including scanned paper
Users
Employees in separate teams, a company admin, website visitors
Channels
Employee assistant, website chat, human support desk
Cloud
Microsoft Azure
Status
Live in a test environment. Business-system actions in progress
The Problem

Three things keep company assistants from going live

Permissions

Many document assistants fetch everything, then try to hide restricted content afterward. Once a model has read a Finance memo, a prompt is the only thing between that memo and an intern.

Trust

An answer without a source cannot be checked. A customer bot that improvises a refund policy is a liability.

Handoff

When a bot cannot help, the customer is often sent to a new channel and has to explain everything again.

The Cedarline build had to solve all three. Staff ask about policies, incidents and pricing, and Finance content stays with Finance. Customers get answers from public documents only. A person can step in mid-chat and hand back without losing the thread.

The Product

What we built

One platform serves every channel, and every channel passes the same permission checks.

Staff

Employee assistant

Sign in with the company's Microsoft account. Ask in chat. Get a cited answer and open the source beside it.

Customers

Website chat ("Tasi")

Added to the company site with one line of code. Answers from public information only, in the company's voice.

Support team

Human support desk

Takes over a chat with a written brief and the full history. The customer stays in the same chat window. Hand-back returns to Tasi.

Company admins

Admin console

Manage documents and who may read them, publish the website chat, review handoffs, and preview answers as any user.

Underneath

  1. 01

    Document understanding

    Reads digital files and scanned paper, and keeps page positions so a citation opens at the right spot.

  2. 02

    An agent that checks itself

    Every answer is verified against its sources before anyone sees it.

  3. 03

    Connected knowledge

    Links people, teams and systems across documents, for questions that span several of them.

  4. 04

    Escalation

    Knows when a person should take over, and hands back with full context.

  5. 05

    Usage guardrails

    Public channels have limits on volume and spend.

Security

How it keeps data safe

Permissions are enforced before the assistant reads anything. It cannot reveal what it never receives.

Every change runs against a security test suite: cross-company probes, customers asking for internal facts, and instructions planted inside documents. A single leak blocks the release.

Company isolation

Each company's data is separated at the database level.

Source permissions respected

Each person retrieves only what they could open in the original source.

Security decisions in code

Rules about who may do what are enforced by the platform, not by instructions to the model.

Content is data, not commands

Documents and chat messages cannot redirect the assistant.

Personal data masked

Sensitive details are removed before they reach logs or the support desk.

Results

Graded, not demoed

Every capability was graded on a test set of questions with known answers, asked as each kind of user, with permission traps built in. Questions were written before the features they test.

Answers arrive in seconds, already fact-checked, so no one sees a draft that later fails.

Measure Result
Permission leaks 0 in every run
Answer correctness 99 to 100%
Correct "I can't find that" answers 97%
Prompt-injection attempts declined All
Escalations to a person that should fire All
Words read correctly from scanned pages 96%
Personal data reaching logs None
How We Work

The discipline behind it

Questions before code

Each feature starts with the test questions it must pass.

Every component earns its place

We keep a part only if it measurably improves results, and we say so when it falls short.

Security tests block releases

A single leak stops a change from shipping.

Hands-on testing

Live sessions as staff, customers and support agents shaped the final design.

Built to run lean

Running cost was a design requirement from day one.

Built with

An enterprise stack chosen for security, portability and cost control. Infrastructure is defined as code, deployments are automated, and every change is evaluated before it ships.

  • Microsoft Azure
  • Microsoft Entra ID
  • Next.js
  • TypeScript
  • Python
  • LangGraph
  • PostgreSQL
  • Chatwoot
  • Langfuse
Roadmap

What's next

Actions, in progress

Bookings, tickets and other business-system tasks, each confirmed by the user before it runs.

More sign-in options and channels

Including Microsoft Teams.

Voice

The same assistant, permissions and handoff over the phone.

Work with Quantic Systems

We built TasiNexus end to end: cloud infrastructure as code, enterprise sign-in, document processing, retrieval, agent orchestration, evaluation and the product UI.

Run TasiNexus for your company

Your documents, your directory, your website. Permissions follow the ones you already have.

Build the same capability into your product

We bring the architecture, the security model and the test discipline shown here.

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