Answers from your documents
An assistant that knows your policies, price sheets and guides, and shows where each answer came from.
See it handle a real job.
What it does
- Answers from your policies, price sheets and guides
- Shows the document behind every answer
- Says when it does not know and passes the question on
How it works
We load your documents, test the answers with you before launch, and keep it updated. When the answer isn't in your documents it says so and passes the question on.
When it makes sense
Your team answers the same questions from the same documents every week.
CustomerDoes my maintenance plan cover a second tune-up in the same year?
Pinn agentHi, I'm Northside Heating and Air's AI assistant, and I answer from the company's documents. Your plan covers one heating tune-up and one cooling tune-up each year. A second visit of the same kind isn't included.
Source: Service agreement 2026.pdf, page 3
CustomerCan I transfer the plan if I sell my house?
Pinn agentThe service agreement doesn't cover that, and I don't want to guess. I've passed your question to the office.
Question sent to the office with the conversation attached, and added to the list of gaps in your documents
Pinn agentSomeone from the office will reply here or by email.
What you get.
- Your documents loaded from Google Drive, Dropbox, your website, or files you send us
- An assistant on your website, in your team's chat, or both
- The document and page behind every answer
- A hand-off to a person for questions your documents don't answer
- Updates when your documents change, and a monthly list of gaps
How we set it up.
- 1
Choose the documents
We agree which policies, price sheets and guides it reads, and which ones it must never use.
- 2
Load and connect
We load your documents and connect the folders they live in, so it reads the current version.
- 3
Test the answers with you
Before launch we ask it the questions your team gets every week, and check each answer and its source with you.
- 4
Launch and keep it current
It goes live once you approve. We update it when documents change and review what it couldn't answer every month.
What it connects to.
Google Drive, Dropbox, your website, PDFs and Word files. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
Teams that use it.
What we measure.
- Questions answered, by topic
- Questions it couldn't answer, and the documents that would help
- Answers marked wrong or unclear, and what we fixed
- Documents used most, and ones that may be out of date
Questions about answers from your documents.
What if two of our documents disagree?
We look for conflicts during testing and ask you which one is right. Once you fix the document, it follows the corrected version.
Can customers see our internal documents?
No. You choose what each assistant can read. A customer assistant uses only what you approve for customers, and staff see only what they already have access to.
How do we know an answer is right?
Every answer shows the document and page it came from, so anyone can check it against the original.
What happens when we update a price sheet?
If it's connected to your folders, it reads the new version. If not, send us the new file and we load it.