Document Agent

Ask your QMS.
Get cited answers.

Type a question — the document agent searches your entire controlled library, reads the relevant sections, and answers with citations to the exact paragraphs. Grounded in your documents, never invented.

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Document Agent

Searching 312 active documents · 4,786 sections indexed
How do we isolate energy on Press 4 before maintenance, and who signs off?
Answer · 3 citations
Press 4 follows the standard 6-step LOTO sequence in SOP-MX-04 v3.2 §4.1: notify operators, shut down via the HMI, isolate at the disconnect, lock and tag, dissipate residual energy, then verify zero state. The energy sources for Press 4 are listed in the LOTO matrix — POL-S-12 §A.3 — covering 480 V mains, hydraulic accumulator, and pneumatic header. Sign-off requires a qualified person plus a second-person verification per POL-S-12 §6.
SOP-MX-04§4.1 LOTO sequencev3.2POL-S-12§A.3 Energy matrixv2.0POL-S-12§6 Verificationv2.0
Every claim points to a specific section. Click a citation to jump straight to the source paragraph.
Grounded retrieval

It only sees what's approved and current.

The agent reads from your active controlled library — current versions only, ignoring drafts. Each section becomes its own indexed unit, so the answer comes back narrowed to the paragraphs that actually apply, not whole-document guesses. When a document is re-approved, the index updates as part of the publish flow.

Retrieval index · current versions only
SOP-MX-04Press 4 LOTO procedurev3.224 sections
POL-S-12Energy isolation policyv2.018 sections
WI-MX-12Press setup work instructionv5.012 sections
POL-Q-01Quality policyv4.18 sections
Sections embedded on document approval. Drafts never indexed.
Permission-aware

If you can't read it, the agent can't cite it.

The retrieval respects every user's document-level access. A confidential SOP that an operator isn't on the distribution for never appears in their answers, even if it would be the best match. Search results, citations, and source links all honor the same permissions as direct document access.

Same permissions, every time
User: S. Romero · Press operator
SOP-MX-04 §4.1On distribution list
POL-S-12 §A.3Public · all sites
POL-EXEC-03 §2Executive only
SOP-FIN-09 §1Finance department

Citations, not summaries.

The agent doesn't paraphrase your QMS into a vibe. Every claim it makes is anchored to a specific section it can show you.

Anchored to sections

Each cited claim links to a section, not a whole document. Click a chip to open the document scrolled to the cited paragraph — verification takes seconds, not minutes.

Version pinned

Citations record the version that was current at the moment of the answer. Re-asking the same question after a new revision shows what changed and which clause moved.

Honest when it's missing

If the library doesn't cover the question, the agent says so — and offers to file a Gap entry rather than fill the silence with plausible-sounding text.

In-context Q&A

Ask the agent from any record.

Open an NCR, an audit finding, or an MOC and start a conversation tied to that record. The agent receives the record's context — the linked documents, the answers given, the evidence — and answers grounded in both the record and the controlled library. Conversations are saved and listed under the record's Linked conversations.

NCR-2026-0418 · Linked conversations
Active context
Press 4 jam batch · Severity Major · 4 evidence files · Linked SOP-MX-04 v3.2
What does §4 require for jam clearance?
2 days ago · 4 citations
Are there comparable NCRs in the last 90 days?
1 day ago · 7 citations
Draft a 5-Why root cause from the timeline
4 hours ago · 5 citations
Persistent threads

Conversations, not one-shot prompts.

Threads keep their context. Refine, narrow, or pivot — every follow-up benefits from what's already on the canvas. Save a thread to a meeting, attach it to an NCR, or share it with another auditor; the citations come along.

Thread · Press LOTO Q&A
How long is the LOTO valid for?
Per SOP-MX-04 §4.7, the lockout is valid for the shift it was applied. End-of-shift handover requires re-application.
And for a multi-day overhaul?
SOP-MX-04 §4.8 covers extended LOTO with the daily tag-renewal requirement and the verification log template in FORM-MX-LOTO-01.
Save thread to meeting MGT-Q1-2026 or attach to NCR-2026-0418.

On your terms.

The agent is opt-in, audited, and built so a single click turns it off org-wide if you ever need it gone.

Off by default

Document Agent ships disabled. An admin enables it at Admin → Organization → AI Settings, where it can also be paused at any time.

Bring your own keys

Use the platform AI key included in your contract, or plug in your own — Anthropic for the model and OpenAI for embeddings. Usage is billed direct, no markup.

Zero data retention

Both vendors are configured for zero-retention. Your document content passes through, is used to answer the question, and is not used to train any model.

Full call log

Every agent call is logged with user, time, model, tokens, and the documents that were retrieved. Available in Activity for any compliance review.

Stop hunting through documents. Ask.

Give your team an answer engine that's grounded in the controlled library — citations, permissions, and audit-trail included.

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