QuerySmith™ Features
A smarter way to work with your internal knowledge
Content Architecture
Workspaces
Organize Work by Team, Function, Client, etc.
Workspaces are the foundation of QuerySmith.
Each workspace acts as a dedicated hub for a specific team, client, or project; like Background Checks, Client Analytics, or Internal Resources.
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Create as many workspaces as needed
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Control access with role-based permissions
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Keep teams focused without exposing unrelated data
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Scale seamlessly as more users and clients are added
Workspaces ensure your organization stays structured and secure as it grows.
Knowledge Bases
Your Organization's AI-Ready Libraries
Inside every workspace are Knowledge Bases, curated collections of documents your team depends on.
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Upload anything important and QuerySmith™ will go beyond keyword search. It understands file content by meaning, letting you ask questions like:
“What are the requirements for international background checks?”
“Show me our latest client onboarding report.”
It finds not just the right file, but the exact passage you need.
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Knowledge Bases become your team’s shared brain: organized, intelligent, and always improving.
Core Functionalities
Chat
Ask Questions in Plain English
The Chat feature allows you to talk to your data naturally.
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Ask for summaries, insights, or answers such as:
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“Summarize our last report for Client X.”
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“What’s our standard compliance process?”
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“Find the section about financial checks in our background screening report.”​
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QuerySmith™ pulls directly from your connected workspaces and knowledge bases; ensuring accurate, private, organization-specific answers.
Query
Advanced Search for Instant Document Retrieval
Query enables advanced search for instant document retrieval.
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Use it to quickly locate the most relevant documents across your organization, such as:
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“Cybersecurity past performance.”
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“Vendor risk assessments.”
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“HIPAA compliance documentation.”
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QuerySmith™ scans your connected workspaces to surface the best matching documents, making it easy for analysts, compliance teams, and other stakeholders to access the exact information they need.
Projects
Focused Workspaces for Deep Analysis
Projects are private mini-workspaces where users gather only the files they need for a specific task, client, or case.
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Teams often use Query + Projects together:
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Use Query to pull all relevant documents on a topic
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Create a Project with just those files
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Work with a smaller, more precise dataset for sharper results
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It’s a powerful workflow for proposal teams, analysts, and new employees onboarding into complex projects.
History
Your Personal Activity Log
Every chat, search, and query is automatically saved.
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Revisit past interactions
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Reopen old chats
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Share findings with teammates
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Never lose a valuable insight
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History helps teams stay consistent and aligned over time.
Model Selection
Choose the right AI for the task
Model Selection lets you choose the right AI for the task at hand.
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Select models optimized for different needs, such as:
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“Summarize large policy documents.”
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“Analyze structured or technical content.”
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“Reason through complex compliance scenarios.”
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QuerySmith™ makes it easy to switch between models as needed, and new models are added automatically to keep the platform improving without disrupting existing workflows.
SmartPrompt
Prompt QuerySmith for the best output
The SmartPrompt feature helps you generate better questions automatically.
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Select a goal or briefly describe what you need, such as:
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“Summarize this policy for leadership.”
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“Compare two procedures and highlight differences.”
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“Review guidance and flag key requirements.”
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SmartPrompt uses context from your workspace to create a complete, well-structured prompt, helping you get clearer, more accurate answers without needing to know how to write the perfect prompt.
