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Chat With Your Documents in Caspio

You finally moved all your documents into a Caspio app. Now you can stop reading them. We added an AI chat that finds answers inside a 180-page report in seconds, without making things up.

By Andrii Kucherenko4 min read

Prefer to watch? Rei covers this post in a short video.

You built a Caspio app to store your documents. Contracts, reports, policies. Everything in one place. Great job.

Just one little thing. You still need to open each document, read it, and find what you need. And that can take a while.

A 180-page bedtime story

Let's take a real example: NVIDIA's annual report, the 10-K. It is about 180 pages. Small fonts. Long, beautiful tables. Light bedtime reading.

Now try to find one specific number in there. Half an hour is gone, and you are still scrolling.

What we built

We connected an AI chat to the Caspio app where the documents live. You open a document, ask a question in plain English, and get the answer in seconds. Rei shows the whole thing in the video above, also available on YouTube.

The test (and the trap)

We asked: "What percentage of revenue does NVIDIA get from the top three customers?"

I checked the answer beforehand. It is 34%, buried somewhere around page 41. I wanted to be sure our chat does not hallucinate. It came back with 34%. Correct.

Then we set a trap. We asked: "Can you name those customers?" Here is the thing: the report does not list any names. A model that likes to make things up would happily invent three company names.

The answer came back: the report does not name them. Correct again. No hallucinations.

Why it does not make things up

The chat does not answer from the model's memory. When a document lands in the app, it gets split into small pieces and indexed in a vector store. When you ask a question, the system first finds the pieces that actually talk about your topic, then hands only those pieces to the model together with your question.

So the model answers from your document, not from the internet. And when the answer is not in the document, it says so instead of guessing.

Where this helps

  • Contracts: find the clause you need without reading all 40 pages.
  • Policies and handbooks: your team asks the app instead of pinging HR.
  • Reports: pull numbers out of long PDFs in seconds.

Where it runs

This is our Aigentic Chat. It is a separate small application, but it sits right inside your Caspio app as a DataPage or a data part. Your team never leaves Caspio.

Think of it as your own private ChatGPT. Built into your app. Connected to your documents. No copy-pasting between tools, and no need to buy an AI license for every user.

We can host it on AWS, Azure, Google Cloud, or your own servers. If you already have an account somewhere, we can put it there.

Want this in your app?

This demo is part of our use case catalog: Talk to Your Documents with AI. And if you are still choosing an approach, read Three Ways to Add AI to Your Caspio App.

Want this for your documents? Let's talk.