An expert on call, inside your platform
The AI Advisor answers your users' questions from your documents (legislation, policies, manuals, product guides), cites the source, and takes them straight to the right screen to act on it.
Grounded answers. Every answer cited. High-risk questions escalated to a human.
Policy Advisor
● Online
Can a branch manager approve a refund over R5,000?
No. Refunds above R5,000 need regional approval 1.
- Capture the refund request with the original invoice 1
- The regional manager approves within 2 working days 2
[1] Operations Manual §7.3 · Refunds
[2] Approval Matrix 2026 · Regional
Example only. Your advisor answers from your own documents.
100%
Answers cite sources
1
Script tag to embed
0
Extra logins for users
24/7
Expert guidance
Key Takeaway
Generic chatbots guess. The Apex Forge AI Advisor answers only from the knowledge you give it, shows exactly where each answer comes from, and knows when to hand over to a human expert. That makes it safe for regulated topics such as labour law, health & safety and compliance, where a wrong answer costs money.
Who it's for
Any field where users need the right answer
If your users keep asking "what does the rule say, and what do I do next?", an AI Advisor can answer them.
HR & labour law
Guide managers through leave, discipline and dismissals, with answers taken from the actual Acts and codes.
Health & safety
Turn regulations, SOPs and site rules into instant answers for supervisors in the field.
Finance, tax & compliance
Answer policy and regulatory questions consistently, with a citation for every answer.
Franchises & operations
Put the operations manual in every branch. Staff ask, the advisor answers from your manual.
SaaS & product support
Answer "how do I…?" inside your software, with a button that takes users straight to the right screen.
Associations & education
Give members or students a guide to your rules, standards and course material that is available 24/7.
What's inside
Built for answers people can act on
Answers from your documents
Upload Acts, regulations, manuals, policies or guides. The advisor searches them for every question and answers from what it finds, not from guesswork.
Citations on every answer
Each answer shows numbered source chips. Users click through to the exact passage, so they can check it and trust it.
Action buttons into your system
When the next step happens in your platform, such as "create a warning" or "open the report", the answer includes a button that goes straight to that screen.
Risk flags & escalation
High-risk topics are spotted automatically. The advisor recommends an expert, offers a booking link and emails your team a flag with the conversation.
Single sign-on, multi-company
Users never log in twice. Your platform tells the advisor which company and user is asking, and each company's data and documents stay separate.
Guardrails & consent built in
Your own disclaimer under every answer, privacy-policy and terms acceptance on first use, and conversation retention you control. Built with POPIA in mind.
Quotas, credits & billing
Set a monthly question allowance per plan or per company. Top-up credits by card or EFT, plus usage reports you can bill your own customers from.
Stays current
Source Watch checks official pages daily and flags when a law or document has changed, so your knowledge base never quietly goes out of date.
Your brand, your look
Colours, launcher style, name, avatar, welcome message and quick questions all match your product. White-label by default.
Replies in the user's language
Users can ask in English, Afrikaans, isiZulu and more. The advisor answers in their language while citing your source documents.
Usage insight
See what people ask, which companies use it most, which answers were helpful and which topics get escalated.
Company-specific knowledge
Each company can add its own policies on top of the shared knowledge base, and only that company's users ever see answers drawn from them.
How it works
From your documents to a live advisor
Scope & sources
We agree what the advisor should cover and gather your sources: legislation, manuals, policies, product guides.
Build the knowledge base
Documents are cleaned, structured and indexed, with amendments and outdated sections noted so answers stay accurate.
Connect & brand
One script tag and a small sign-in token from your server. We match your look and link the advisor to your workflows.
Test, launch, improve
Your experts test it before go-live. After launch we monitor feedback, escalations and source changes, and keep improving it.
Add an AI add-on your customers will pay for
Offer the advisor as a premium feature in your own product. You decide which customer companies get it and what allowance each plan includes. You get per-company usage reports to bill from, and an escalation inbox for leads your consultants can follow up.
- Switch it on per customer company and per role
- Monthly question allowance per plan, enforced for you
- Per-company usage dashboard & CSV export
- Escalations routed to your consultants or sales team
- Top-up credits by card (PayFast) or EFT
- Your branding, no Apex Forge logo unless you want one
AI Receptionist or AI Advisor?
They're built for different jobs, and many businesses use both.
| AI Receptionist | AI Advisor | |
|---|---|---|
| Who it talks to | Website visitors and prospects | Your logged-in users, members or staff |
| Main job | Answer enquiries and capture leads | Give expert guidance from a body of knowledge |
| Knowledge | Your business info, services and FAQs | Documents, legislation, manuals and policies, which can run to thousands of pages |
| Answers show sources | — | Every answer cites the document and section |
| Where it lives | Your public website | Inside your portal, app or intranet (single sign-on) |
| Usage & billing | One flat plan | Per-company usage, quotas and credits |
Looking for a website chat assistant? See the AI Receptionist →
Pricing
Scoped to your knowledge, priced to your usage
Every advisor is built around a different body of knowledge, so we quote per deployment, transparently and in Rands.
Once-off setup
Knowledge-base build, document clean-up, integration, branding and testing.
Monthly licence
Includes a monthly question allowance, hosting, monitoring and source updates.
Top-ups when needed
Busy month? Buy extra credits. They're used only after the monthly allowance runs out.
Common questions
See it answer from your own documents
Send us a sample of your material and we'll show you a working advisor demo built on it.
Questions? support@apexforge.co.za