AI Quality Control Documentation Search Agent

How Cassidy automates document control retrieval using AI

Step 1: Connect to document control systems

Cassidy's Knowledge Base syncs with your eQMS, PLM, MES, and file repositories (SharePoint, Veeva Vault, MasterControl, ETQ Reliance) to ingest only controlled, effective documents. Metadata including document type, revision, effective date, approvers, and applicability is captured automatically.

Step 2: Enforce permissions and compliance policies

Cassidy mirrors your existing RBAC/ABAC controls from the system of record. The Agent surfaces only documents users are authorized to access, with Part 11/Annex 11-aligned audit trails logging every query and document interaction.

Step 3: Deploy the Agent where your team works

Deploy the Quality Control Documentation Search Agent directly into Slack, Microsoft Teams, or a plant-floor kiosk. Operators ask natural-language questions like "What's the latest torque spec for station 4?" or "Show the cleanroom gowning sequence for Line B."

Step 4: Retrieve and generate cited answers

Cassidy's Agent uses hybrid search with metadata filtering to retrieve the most authoritative, effective content. Answers include section-level citations with document ID, revision, effective date, and verbatim snippets—grounded only in approved sources.

Step 5: Export audit-ready evidence bundles

With one click, users generate compliance packets containing approval histories, e-signatures, training completion evidence, and audit trail excerpts—ready for internal audits or regulatory inspections.

Step 6: Stay current with change control sync

When documents are revised or superseded, Cassidy automatically reindexes on approval. The Agent can surface "what changed" summaries between revisions with redlines and impact highlights, and push notifications to affected roles.