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bbConsole

Workspace

Dashboard
Clients
Policies

Sales

Inbox3
Live chat
Live callPlanned
AI agents
Quotes

Service

Claims
Customer portal
Knowledge base

Configure

Studio
Onboarding
AI guidelines

Insights

Impact
Compliance & audit1
Advice

Platform

Security & trust

Northwind InsuranceTenant-isolated·northwind.bob.so

Role

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Knowledge base
Reference knowledge

Knowledge base

Bob's reference knowledge

18 cited files · 293 sections · NZ-first. It grounds Bob's answers as information, never advice.

Draft · information only

18 of 18 sources on. Turning one off is a preview (not saved yet); once the AI layer is live it controls what Bob retrieves. Every section is cited and dated, no client PII and no insurer wordings verbatim.

New Zealand

7 files

NZACC and income protection (NZ interaction)15 sectionsView
NZNZ industry codes & dispute lessons (FSC, ICNZ, IBANZ, IFSO, FSCL)15 sectionsView
NZNZ insurance & privacy law (CoIA 2024, Privacy Act, AML/CFT)11 sectionsView
NZNZ prudential supervision & CoFI conduct regime13 sectionsView
NZNZ regulatory framework & conduct14 sectionsView
NZReplacement business & churn conduct (NZ)13 sectionsView
NZTax treatment of personal-risk insurance (NZ)12 sectionsView

Products

4 files

NZIncome protection claims process and claim-time pitfalls (NZ)15 sectionsView
NZIncome protection product knowledge & adjacent products16 sectionsView
NZIP underwriting & health-disclosure question candidates (DRAFT)17 sectionsView
NZIncome protection rating inputs (fields an insurer needs to quote)16 sectionsView

Reference

1 files

NZNZ life & health insurer market landscape (reference)15 sectionsView

Glossary

1 files

generalInsurance, broker & medical-underwriting glossary68 sectionsView

Australia (contrast)

1 files

AUAustralia regulatory framework & income protection (AU-specific)17 sectionsView

ML datasets

4 files

NZEvaluation golden sets (extraction, retrieval, suitability, disclosure, red-team)7 sectionsView
NZNZ-localised intake intent taxonomy14 sectionsView
generalML datasets & open-model shortlist (scaffolding / eval only)4 sectionsView
NZSynthetic NZ client personas & sample intake conversations (eval scaffolding)11 sectionsView