# Document Retrieval ## Description **Document Retrieval** makes every Agentic OS answer **transparent and verifiable**. When a learner asks a question, the agent: 1. **Cites** the exact source inside the reply (e.g., *“Lecture 11 — Slides 35–36”*) 2. **Shows** a dynamic **Source Panel** with the documents it used, ranked by relevance 3. **Lets users open** any listed file with one click to read the full context Superadministrators control which materials can be shown by toggling each file’s **Visible** switch in the **Datasets** table—**no retraining required**. --- ## Target Audience **User · Administrator · Superadministrator** --- ## Features #### Inline Citations in Answers Replies reference the exact lecture, slide, or page used (e.g., *Lecture 11 — Slides 35–36*). #### Source Panel (Ranked by Relevance) A live panel lists retrieved documents for that specific answer and updates as the conversation continues. #### One-Click Source Opening Learners can open any listed file to read supporting context immediately. #### Admin Visibility Controls Per-file **Visible** toggles determine which sources can be shown/cited in the panel—without removing them from training. #### Works at Scale Handles large training sets; sources are still ranked and cited for each response. #### Guided-Prompt Friendly Use guided prompts to kick off a conversation when learners aren’t sure where to start. --- ## How to Use (step by step) #### Ask a Question in Chat - Example: > “What are key epidemiological study designs?” - The agent reads your query, searches trained resources, and composes an answer with inline citations - Example citation: > “These study designs are discussed in Lecture 2.10 of Prof. Quinlan’s course.” #### Review the Source Panel - The panel displays the documents used, ranked by relevance (often with a confidence/percentage indicator) - Click any source to open the original and read more #### Ask Follow-Ups (Panel Updates Automatically) - Example: > “Can you explain case-control studies in detail?” - The Source Panel refreshes to show the most relevant documents for the new question and cites them in the reply (e.g., *“See Lecture 11, Slides 35–36”*) #### Open & Read Sources - Select a listed document (lecture, slide deck, PDF) to view full context and deepen understanding #### (Admin) Control Visibility of Sources - Go to **Settings → Datasets** for the agent - Use the **eye icon** in the Visible column to show or hide individual files: - **Visible On** → learners can see/click the source in the panel - **Visible Off** → the agent can still use the file for answers, but it won’t appear in the panel - Changes apply instantly; **no retraining is required** --- ## Pedagogical Use Cases #### Transparent, Citable Answers Teach users to verify claims and cite original materials—great for research and academic integrity. #### Guided Reading & Deep Dives Learners jump straight from an answer to the exact slide/page for fuller context. #### Administrator QA & Content Gaps Administrators can confirm the agent cites the right sources and spot where additional materials are needed. #### Assessment Support Link explanations to specific readings so users revisit core texts before quizzes or exams. #### Scaffolded Disclosure Keep some documents hidden (**Visible Off**) for assessments or proprietary content, while still letting the agent draw on them to answer. ---