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.
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
- procurement (Coupa, JAGGAER, Precoro)
- Email, Help Center, CRM/ERP as needed
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.
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.
Frequently ask questions
What can the demos actually do?
Yes. We can deploy components within your infrastructure and limit data retention.
Can you run this in our cloud?
Yes. We can deploy components within your infrastructure and limit data retention.
How fast is a pilot?
Yes. We can deploy components within your infrastructure and limit data retention.
What about cost?
Yes. We can deploy components within your infrastructure and limit data retention.
Do we need developers on our side?
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.