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General BusinessDocumentsInternal Assistant

Document Q&A Agent

Search internal docs and answer with cited sources.

The business problem

Why this agent exists

Employees can't find policy answers without asking colleagues.

What this agent does

Capabilities

Searches policies, SOPs, and manuals. Cites the source section and says when information is missing.

Inputs

  • Policy PDFs
  • SOP manuals
  • Training docs

Outputs and actions

  • Cited answer
  • Source links
  • Escalation

Optional integrations

  • SharePoint
  • Google Drive
  • Confluence
  • Slack

Human-in-the-loop controls

  • Sensitive legal, HR, medical, or financial questions escalate.

Example workflow

What a session looks like

  1. Receive a question from an employee.
  2. Retrieve the most relevant document chunks.
  3. Compose an answer with source citations.
  4. Say so when the answer is not in the docs.
  5. Escalate sensitive HR or legal questions.

Security & governance

Built for production

  • Answers limited to approved corpus.
  • Per-document access controls enforced.

Pricing

Engagement options

From $599/month

Final pricing scoped after a free consultation. Setup, integrations, and managed support priced separately.