What are document-grounded AI email replies?
Document-grounded AI email replies are drafts prepared from a verified set of company documents — manuals, SOPs, contracts, attachments, and operational history — instead of from generic large-language-model text. HEIDI shows the source so a human reviewer can verify before approving the reply.
Capabilities
What you can do with Process Designer
Approved knowledge, not generic AI
Drafts cite the document they're built from.
Knowledge Graph context
Surfaces related decisions and dependencies.
Reads attachments and PDFs
Designed to parse document attachments for grounded answers.
Source-visible drafts
Reviewers see what produced the reply before approving.
Auditable handoffs
What was sent, by whom, from which source — kept for review.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Customer A asks about a policy edge case
HEIDI cites the policy paragraph and drafts the reply.
Customer B asks about a contract clause
HEIDI pulls the clause from the signed contract and drafts the answer.
Customer attaches a screenshot
HEIDI matches the screen to the manual and prepares the response.
Support agent asks for previous decision context
HEIDI surfaces the prior decision and the policy that drove it.
Customer asks for an installation guide
HEIDI builds a step-by-step reply from the approved installation doc.
How it works
From chaos to clarity in 4 steps
Define the knowledge base
Approved docs, SOPs, contracts, policies, attachments.
Retrieve the right sources
HEIDI uses document intelligence and knowledge graph context.
Draft with citations
Sources stay visible in the draft.
Human approval
Reviewer verifies the source matches the answer.
Send or revise
Approve to send; revise if the grounding needs adjustment.
Why grounding beats raw AI
Generic AI text is plausible but unverifiable. For an operational reply that carries customer outcomes, vendor risk, or revenue decisions, plausible is not enough. Document-grounded replies cite the source — so the reviewer can verify in seconds and approve with confidence.