AI Policy Lookups Agent

How Cassidy automates policy lookups using AI

Step 1: Connect and sync policy sources

Cassidy connects to your policy repositories—SharePoint, Google Drive, Confluence, or uploaded PDFs—and continuously syncs documents with their metadata, including policy owner, effective date, version, and jurisdiction.

Step 2: Process and index documents

Cassidy's Knowledge Base ingests policies, runs OCR on scanned documents, and chunks content into clause-level passages with stable anchors. Hybrid search combines semantic understanding with keyword and metadata filters for precise retrieval.

Step 3: Enforce access controls

When a user submits a query, Cassidy applies RBAC and document-level permissions, ensuring the retrieval layer only surfaces policies the user is authorized to access—no security trimming gaps.

Step 4: Generate grounded, cited answers

Cassidy's Agent synthesizes an answer strictly from retrieved passages, quoting exact clauses and attaching policy IDs, section numbers, and deep links. If sources conflict or gaps exist, the Agent flags ambiguity or routes to a human.

Step 5: Trigger downstream workflows

Based on the policy result, Cassidy can automatically open a ServiceNow ticket, start an approval flow, send a Slack notification, or log an attestation—turning answers into action.

Step 6: Log and audit every interaction

Every query, retrieved source, user identity, and final answer is recorded with full provenance, giving compliance teams exportable evidence and policy owners insight into frequently asked questions.