Happeo for Consultancy | Centralize Expertise, Knowledge & Resources

AI Search

One search to find the answers your teams need

Search across Happeo and your connected systems from one powerful, permission-aware experience—so teams find the information they need faster and with confidence.

Consultancy

One official place for your consultancy

Client work slows down when information is scattered. Give your consultancy one central, governed home for playbooks, prompts, and runbooks. Live in weeks without the need for an IT project.

Stop information chaos from slowing down client work

Centralize Scattered Knowledge

Data and AI consultancies generate massive amounts of internal IP and playbooks. Consolidate your assets into one official, governed place so consultants spend less time searching and more time delivering.

Govern Policies and Runbooks

Maintain strict compliance expectations by organizing all critical procedures where teams know exactly where to look.

Launch without a massive IT project

Use no-code templates alongside your existing Google Workspace permissions to build a custom platform that’s live in weeks.

The practical tools to get you live fast

Forget complex, 6-month enterprise software projects. Happeo gives you the tools to organize scattered information and keep it accurate and secure, all without IT maintenance.

Pages

Build a structured digital home using pre-built, drag and drop templates. IT maintains strict infrastructure oversight while delegating content publishing entirely to the business teams, removing the ‘human router’ bottleneck.

Search

Find answers without asking around by searching securely across your Drive, Slack, email, calendar, and more in one go — permissions stay intact, so people only see what they should — and teams waste less time hunting.

Built-in Maintenance

Happeo automatically reminds content owners to review outdated administrative documentation. You get complete visibility into outdated or orphaned policies, ensuring your “official place” stays accurate without manual auditing.

Google Workspace Native

Integrate natively with your existing Google Workspace. Permissions, user groups, and access controls are inherited automatically, meaning zero duplicate infrastructure or new security perimeters to manage your internal IP.

The smart choice for non-profits like yours

IT sets the guardrails; the business manages the content. Happeo connects your ecosystem through a trusted layer that requires zero IT intervention after the initial click-to-enable setup.

"Happeo is an invaluable platform for us. It has provided us with one platform to bridge the streamline communication and foster a culture of knowledge sharing."

Adam Cleaver

Director of Technology

86%

increase in the ease of finding information.

Reduce the "shoulder-tapping" tax: our customers see a massive drop in time spent hunting down answers.

4-6 weeks

until launch.

Most customers see their hub live in weeks, not months.

50%

higher engagement.

When people can find what they need, they show up more invested, more involved, and more impactful.

Give a step-by-step view of the experience

  1. Connect your tools
    Integrate your core applications to enable unified search across Google Workspace, SharePoint, Slack, Salesforce, Confluence, and more.

  2. Begin your search
    Ask questions or search terms to retrieve trusted information from connected systems – without switching platforms.

  3. Retrieve results
    Get clear answers and results with visible source materials and suggested documents, conversations, and related content.

  4. Identify gaps
    Happeo as a trusted knowledge base, admins can identify missing information and use AI to create updates or new content to maintain a consistent and complete knowledge base.

The easiest way to keep knowledge reliable

Book a consultation call

Let's talk about how Happeo can fix your information chaos without turning into a 6-month IT project.

Request a personalized demo

See it yourself. See the difference one platform can make.