What is Polaris

Polaris is a platform for building AI assistants that answer questions, use your documents and help your team run day-to-day work from one place.

You can start with a simple chatbot for common questions. When the workflow needs more than an answer, Polaris Operator can help coordinate work such as appointments, leads, approvals and tasks.

What Polaris can do

With Polaris, you can:

• Create chatbots connected to company documents.
• Publish answers through channels like web or WhatsApp.
• Track usage for messages, storage and executions.
• Set up flows where a person approves important actions.
• Follow up on tasks, appointments or requests created from a conversation.

Chatbot vs Polaris Operator

A chatbot answers questions. For example: hours, services, policies, pricing, setup steps or support information.

Polaris Operator helps when a conversation needs to become an action. For example: preparing an appointment, creating a lead, asking for approval, running a task or sending data to another tool.

Start with a chatbot when you need answers. Add Operator when you need Polaris to help move a process forward.

How to start correctly

The safest way to start is to build in stages:

1. Create a workspace.
2. Add useful documents or information.
3. Create a chatbot.
4. Test real questions before publishing it.
5. Enable a channel when answers are consistent.
6. Add Operator only for workflows that need actions or approvals.

Practical first recommendation

Do not try to automate everything on day one. Start with one clear use case, such as answering frequently asked questions or helping a user request an appointment.

Once the chatbot answers well, look for repeated steps and moments where a person needs to review something. Those are good candidates for Polaris Operator.