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Cited answers

Ask Pulse about your own documents, check every point against its source and see when your documents don't cover a question.

When you switch on Documents in chat, Pulse answers from the folders and files you choose, and shows where each point came from. You can check any statement in a couple of clicks, without leaving the conversation.

Ask your documents a question

Open Chat and start a New Chat, or carry on in the conversation you’re in.
Select Documents in the chat header. A small dot shows it’s on, and the Documents panel opens.
Tick the folders or files you want Pulse to answer from. Only files marked Ready to ask can be used.
Ask your question in Ask Pulse anything… and press Enter.

Above the message box, Grounding on: lists what you ticked, and the chat header shows Documents · followed by their names. That way you always know what an answer is drawing on.

Note If Documents is on but nothing is ticked yet, Pulse says so and answers as usual until you pick something. Select Choose files or folders to open the panel.

A new conversation offers a few starting points, such as What is this document about? and List the main sections. Select one to ask it.

Tip Need a file that isn’t in your library yet? In the Documents panel, select Upload file. The new file is ticked for you once it’s ready. See Documents and folders.

Read the citations

Points in the answer carry numbered markers like [1] and [2]. Each number is one passage from one of your documents.

Hover over a marker to see a card with the document’s title, the section heading and page, and a short snippet of the passage.
Select a marker to open the source in a panel beside your conversation.

When Pulse answers with a table, each row carries its own citation in its last cell, so you can check every row on its own.

The Sources list

Under each answer, a folded line sums up what was used, for example Sources · 2 documents · 7 passages. Select it to see the sources grouped by document. Select Details on a document to list each passage with its heading and page.

Check a source

Selecting a citation opens the source panel over your chat. Your conversation stays exactly where it was, including anything you’d half typed.

In the panel you can:

Read the cited passage, highlighted in the document itself. PDFs show their original pages.
Use Previous source and Next source to step through every source behind the answer. The panel shows where you are, for example 2 of 5.
Select Open full page to open the whole document in the viewer, with the cited text highlighted. The page address includes the citation, so you can bookmark it or send it to a colleague who has access.
Close the panel with the X or the Escape key and carry on chatting.

Sometimes Pulse answers from a summary it wrote of a long section rather than from a quoted passage. The panel then shows What this section says at the top, with the section itself highlighted underneath. The hover card marks these as A model-written section summary.

Good to know If a document was deleted or processed again after the answer was written, the panel tells you the passage can’t be found. Ask the question again to get fresh citations.

How Pulse checks its answers

After writing an answer, Pulse checks its statements against the passages it cited. If any statement isn’t supported by its sources, a line under the answer says so, for example 1 statement could not be verified against the sources. Select Show to see which ones and why.

Treat a flagged statement as unconfirmed. Open the citation and read the passage yourself before relying on it.

Tip Citations and checks make answers easy to verify, but they don’t replace your own judgement. For anything important, such as a contract term or a safety rule, open the source and read it.

When your documents don’t cover the question

Pulse tells you rather than guessing:

What you see	What it means
Pulse searched the selected documents and couldn’t establish this from them.	The answer isn’t in what you ticked. Pulse may add what it looked for and didn’t find. Try ticking other folders or files, or rephrase the question.
Answered from your documents	The answer comes from your documents, with citations.
Partly from your documents	Some of the answer comes from your documents.
From your documents and Not from your documents	The answer is split in two. The framed Not from your documents part is general knowledge, not something your files say.
Answered from general knowledge — your documents were not used	Your question wasn’t about the documents, so Pulse answered it in the ordinary way.
Answered from section summaries of your documents	Every source is a section summary Pulse wrote, rather than a quoted passage.
Located from your document index — no model was used	You asked where something is covered, and Pulse found it in the document’s own structure.

If you ask Pulse to compare two things and only one appears in your documents, it tells you and answers about the one it found.

Tips for better answers

Tick only what’s relevant. A focused folder gives sharper answers than your whole library.
Name what you’re after. “What notice period does the Harbour Street lease require?” works better than “What about notice?”
Ask follow-ups. Pulse remembers the conversation, so you can say “And for the second site?”
Check the file status. A file still Processing, or one that Failed, can’t be used. Scanned-only PDFs have no text for Pulse to read, so they show as Failed.

What cited answers don’t cover

Pulse answers only from the documents you tick, not from data in Cue, Nest, Relay or PinWatch.
Pulse can’t read scanned pages or photos of text.

Was this helpful? Tell us what’s missing with the feedback button in any module, or email support@oroe.ai.