AI Equipment Documentation Mobile Search Agent

How Cassidy automates using AI

Step 1: Ingest and index equipment documentation

Cassidy connects to your OEM manuals, SOPs, wiring diagrams, parts catalogs, and service bulletins. Documents are OCR'd, structured by section and page, tagged with asset class and model metadata, and indexed in the Knowledge Base for hybrid retrieval.

Step 2: Sync offline packages to mobile devices

Site-specific document bundles and search indices are packaged and pushed to technician devices. Delta syncs keep content current while respecting bandwidth and storage limits—ensuring full offline access.

Step 3: Capture context from scan or work order

When a technician scans an asset's QR code, barcode, or NFC tag—or opens a work order—Cassidy automatically filters search results to that equipment's model, revision, and site-specific procedures.

Step 4: Process voice or text query

The technician asks a question by voice or text (“What’s the torque spec for pump P-102 seal?”). Cassidy performs hybrid retrieval across the Knowledge Base, ranking passages by relevance and returning cited snippets with manual title, section, and page number.

Step 5: Return grounded answer with citation

Cassidy surfaces the exact procedure, spec, or diagram—highlighting safety notes like LOTO and PPE requirements. Every answer links to the source document and page, so technicians can verify and dive deeper.

Step 6: Support procedure execution and evidence capture

Technicians follow step-by-step procedures with checkable steps, embedded images, and quick-jump to parts lists. They can capture photos and notes that auto-attach to the work order for compliance documentation.

Step 7: Sync telemetry and surface content gaps

When connectivity returns, Cassidy uploads captured evidence and logs search telemetry. Analytics reveal search success rates, time-to-answer, and content gaps—feeding insights back to documentation owners for continuous improvement.