AI Assistant · Agent Directory

Rocky

AI Agent

by Experience Your Wealth · USA

An internal knowledge base assistant that anchors generative AI against firm-curated SOPs to serve as a reliable daily thinking partner.

Live Seat-based pricing

Overview

Rocky is a firm-specific AI intelligence agent created to capture internal operational knowledge and corporate philosophies. The system syncs a localized SharePoint environment of structured standard operating procedures and onboarding records to a local server using Gemini embeddings and a PGVector database. Using a LibreChat interface running on Azure architecture, the assistant interacts with team members via language models like ChatGPT to answer internal tactical planning queries and rewrite client communications in the firm's specific corporate voice.

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