What it is and what it is for
In the PaperOffice Agent you ask questions about your documents, for example: “What notice periods do my contracts have?” The agent answers and lists the documents it used. Clicking a source opens the document.
How to do it
- Open Documents and select one or more documents.
- Choose Actions → Agents & workflows → Ask Agent. Or open the agent with Alt+A.
- In the Sources area, check what the agent will search. Use Add document or Add workspace to widen the selection.
- Ask your question.
- Click a source in the answer to jump to the document.
Inside a document folder there is also a Chat with folder button.
Good to know
- If no workspace card is pinned, the agent searches all workspaces you can access.
- The agent needs processed documents. Workspaces that are not indexed cannot be selected.
- You can pin up to 20 documents and 20 workspaces as sources.
- Questions to the agent are paid.
- You can also ask about your documents from Claude or ChatGPT. That runs through the MCP server.