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Documents, Operations & Support

Knowledge Base Agent

H1ST-SUP-TKT-001

The same question shouldn't become a ticket every time

Most of what users ask, they could answer themselves, if the answer were findable and trustworthy. The agent lets users ask in natural language and returns grounded answers drawn from curated FAQs, troubleshooting guides, and platform documentation using retrieval-augmented generation, with each answer citing its source articles so users can verify it, and unresolved questions flowing into a ticket. Common issues resolve without waiting on support, cutting the volume that reaches your team.

The grind you know

The same question shouldn't become a ticket every time

Users keep raising the same questions because the answers are buried in scattered documents no one can actually find. So your support team spends its day on low-complexity tickets that self-service should have handled. The static FAQ page was supposed to help, but it goes stale and rarely matches how people actually phrase their problems.

Part of the Study Support Desk family

AI-triaged help desk for every user.

Most of what users ask, they could answer themselves, if the answer were findable and trustworthy. The agent lets users ask in natural language and returns grounded answers drawn from curated FAQs, troubleshooting guides, and platform documentation using retrieval-augmented generation, with each answer citing its source articles so users can verify it, and unresolved questions flowing into a ticket. Common issues resolve without waiting on support, cutting the volume that reaches your team.

Explore the Study Support Desk family

How it works

  1. 1

    Ask

    Users pose a question in natural language describing their issue.

  2. 2

    Retrieve

    The agent searches the knowledge library and synthesizes a grounded, cited answer.

  3. 3

    Escalate

    If the answer does not resolve the issue, the user opens a ticket pre-filled with the question and context.

Capabilities

What it takes off your plate

RAG-Powered Search

Natural-language questions retrieve and synthesize answers grounded in the curated knowledge library.

Source-Cited Answers

Responses cite the underlying articles so users can verify and read further.

Troubleshooting Guides

Step-by-step guides walk users through resolving common platform issues on their own.

Ticket Deflection Handoff

When self-service falls short, the agent hands the question to the ticketing workflow with context attached.

What you get

  • Searchable knowledge base with FAQs and guides
  • RAG answer responses with citations
  • Content gap and unanswered-query report
  • Self-service deflection metrics

In practice

What this looks like on a real study

Where the agent shows up in the day-to-day of a live trial — the moments the grind usually lives in.

The same question, answered without a ticket

A user asks how to reset a data-entry lock, a question support fields weekly. RAG search returns a grounded answer from the curated library with cited source articles, resolving it without a ticket.

An answer the user can verify

A site user is unsure whether to trust the response. Because each answer cites the underlying article, they read further to confirm it rather than misinterpreting a black-box reply.

When self-service falls short

A question the library can't resolve comes in. The agent hands off to the ticketing workflow, pre-filling a ticket with the question and context, and the unanswered query feeds a content-gap report.

Proof

The impact on your study

40%
Support tickets deflected
90%
Answer relevance rate
<10s
Time to a cited answer

Figures shown are pre-launch targets based on internal benchmarks, not guaranteed outcomes.

Works with your stack

  • Gemini / Anthropic LLM

    LLM

Who it's for

Built for the teams who run trials

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Peace of mind

Built to the standards inspectors expect

Every output is generated inside a validated, audit-ready platform, kept under human-in-the-loop control, and mapped to the regulatory and CDISC standards this agent supports.

Frequently asked questions

See the Knowledge Base Agent on your study

Walk through it on your own workflow with a clinical-trials expert — no pressure, no obligation, and honest answers, including on the limits.