Selected documents
Start with an approved folder and an agreed list of questions.
AI search
Your documents. Answers with a source.
Ask a question. Get an answer linked to the relevant passage in your documents.
Discuss this task
- Search by meaning
- Answers with a source
- Unknowns go for review
Choose your task
A question matches a passage from an instruction.
- Ask a question
- Find instruction
- Show passage
When a person takes over: If no submission window is stated, send the question to an owner
Search returns steps from a relevant team guide.
- Ask a question
- Find team guide
- Check the source
When a person takes over: If guide versions conflict, show them for review
This example links a query to a matching passage.
- Enter a query
- Match materials
- Show source
When a person takes over: If no relevant material exists, do not invent an answer
Start with what you need
Team knowledge
Clarify material groups, access rules and who keeps them current.
Custom search
Plan search across your sources after reviewing formats and access.
Before we start
Where do answers come from?
From materials you approve: documents, instructions or a knowledge base.
What if there is no answer?
The workflow should mark the gap and send the question to a person instead of guessing.
Can access rules be respected?
That depends on your sources and access model, which need review during scoping.
Can you work with the documents we already have?
That needs checking against the questions you want answered: which versions are current and whether the files, tables and scans can be read properly. Someone on your side needs to confirm the content.
What happens when a document or someone’s access changes?
The project needs a clear update process and a person responsible for it. Changing a file does not prove that search is using the new version, and removing it does not prove all copies have disappeared. If an essential update or permission cannot be confirmed, the affected answer should wait.
How will we check the work?
We agree what the solution needs to do, then check the actual version against that: you should be able to see what was tested, what worked and what still needs attention. A design concept shows an idea; a technical example only shows a tested result when tests were actually run, and neither replaces checks for your project. Accepting the work and putting it live are separate decisions.