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Automations Ask Your Policies, PDFs & Specs with Citations

Document Q&A Copilot

Turn scattered documents into instant, source‑grounded answers. Ingest policies, SOPs, specs, and tickets; get cited answers in chat, email, or your help center.
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Accurate answers from your documents—with citations

Your policies, SOPs, and specs live across PDFs, Docs, and wikis. The result: slow answers and inconsistent guidance. Our Document Q&A Copilot brings it all together so your team (and customers) get cited answers instantly—inside chat, email, or your help center.

What it does

  • Retrieval with citations: Answers grounded in your
    approved sources.
  • Continuously up‑to‑date: Watches selected folders/spaces
    for updates.
  • Role‑aware responses: Different views for staff vs. customers.
  • Everywhere you work: Embed on your site; add to
    Slack/Teams; power ticket drafts.

What it doesn’t do

  • No free‑form guesses when confidence is low—defaults to
    “I’m not sure” and escalates.
  • Doesn’t override your policies; it summarizes and links back
    to them.
  • Doesn’t store sensitive files outside agreed locations.

Recommended playbooks

Inputs & sources

  • PDFs, DOCX, spreadsheets, HTML pages, ticket histories
  • Knowledge bases (Confluence/Notion/Google Drive/SharePoint)
  • Help center content and release notes

Integrations

  • Slack/Teams
  • Zendesk/Freshdesk/Intercom
  • Email, Help Center, CRM/ERP as needed/li>

Implementation plan (30‑day pilot)

Scope & ingest
(week 1)

  • Choose 200–1,000 core documents;
  • define user roles; set approval thresholds.

Tuning & policies
(week 2)

  • Set style/tone, refusal rules;
  • build evaluation set;
  • wire to Slack/Help center.

Evaluation & guardrails
(week 3)

  • Measure precision/coverage;
  • configure citations, confidence, and escalation.

Rollout & training (week 4)

  • Launch to a subset,
  • collect feedback,
  • handover runbook,
  • finalize dashboards.
Start a pilot sprint

Outcomes you can expect

  • Faster answers: seconds instead of minutes
  • Lower error rates on policy questions
  • Fewer escalations and more consistent tone
  • Search dependency drops as self‑serve improves

Price & packaging

  • Available in Starter, Growth, and Scale tiers. See the Pricing page for details.
  • Delivery includes a runbook, evaluation report, and handover session.
Start a pilot sprint
Try the chat demo on our homepage or request a private preview with your redacted docs.

Frequently ask questions

How do you keep sources fresh?
Yes. We can deploy components within your infrastructure and limit data retention.
Can it cite exact pages?
Yes. We can deploy components within your infrastructure and limit data retention.
How do you handle sensitive content?
Yes. We can deploy components within your infrastructure and limit data retention.
What about hallucinations?
Yes. We can deploy components within your infrastructure and limit data retention.
Where can it run?
Yes. We can deploy components within your infrastructure and limit data retention.

Turn your documents into answers with proof

Book a call and we’ll scope your pilot in 60 minutes.
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