Document & Database Search¶

Retrieve, analyze, and interact with structured and unstructured data using AI-driven insights.

• Upload and manage large documents (PDF, Excel, Word, PowerPoint).
• Chat with your documents using AI-powered RAG.
• Query structured databases using natural language.
• Scalable for handling thousands of pages and large datasets.
• Supports multiple databases: PostgreSQL, MySQL, Redshift, BigQuery, Snowflake, and more.

Service Pilot¶

AI-Powered Email Management with intelligent summarization and response automation.

• Summarizes incoming emails and extracts key insights.
• Generates AI-powered replies for context-aware responses.
• Utilizes uploaded documents to craft accurate replies.
• Integrates with email accounts for streamlined communication.

Workflow Automation with AI Cards¶

Automate repetitive tasks using customizable AI-powered workflows.

• Create workflow cards to handle complex document or database queries.
• Automate RFP responses, legal analysis, and structured reporting.
• Integrate AI search across multiple tools for end-to-end automation.

Enterprise Integrations¶

• Google Drive
  Query and interact with documents stored in Drive.

• OneDrive
  Fetch and search OneDrive files.

• Slack
  Retrieve and analyze Slack messages & attachments.

• Monday.com
  Integrate with Monday workspaces for document automation.

Coming Soon: Confluence, Jira, DocuSign, QuickBooks, and more.

Security & Privacy¶

• Role-Based Access Control
  Manage user permissions with granular RBAC.

• Authentication Options
  Auth0, LDAP, and file-based authentication.

• Local AI Processing
  Keep all LLM interactions on-premise for maximum security.

• WatsonX Integration
  AI governance and performance evaluation metrics.