Oliver

Oliver is Docwize's AI assistant. Users can ask Oliver questions about their documents, check their workflow inbox, send emails using saved templates, and explore data — all through natural language conversation.

What Oliver can help with

• Search documents: Find documents that match a natural language query. Boolean operators are supported directly in the query: AND, OR, quoted phrases for exact matches, and a leading minus (−) to exclude terms. Oliver can also surface documents similar to one currently being discussed.
• Summarize: Generate a summary of a document or a set of search results.
• Workflows: Check your workflow inbox, review pending items, and approve or reject workflow actions directly from the conversation.
• Email templates: Compose and send emails using saved email templates, with document data automatically filled in.
• Dataviews and interfaces: Open and display configured dataviews and virtual interfaces within the conversation.
• Registers: View, query, and manage gridlink register entries, or create new register structures, through conversation.
• Redaction: Delegate document redaction to the Document Redaction Agent.

Accessing Oliver

Oliver is available from any screen in Docwize. Click the chat bubble icon (💬) in the floating toolbar to open Oliver as a panel alongside whatever you are working on. It can also be expanded to full screen.

Chat interface

Oliver chat panel

Field	Description
≡ (Threads)	Opens the Threads panel showing past conversations.
Context	Indicates what Oliver is working with — a document, a folder, or no context. Shown as an orange badge below the header.
Message input	Enter a question or instruction.
Paperclip icon	Attach a document from Docwize to give Oliver context.
Image icon	Attach an image.
Agent selector	Labelled dropdown menu showing the current agent name. Click to select a different agent — see Agents below.
Send	Submits the message.
Stop	While Oliver is processing a response, a red Stop button appears in the input area. Clicking it cancels the current response immediately.
Quick actions	Shortcut chips below the input for common tasks: Search documents, Summarize, Workflows, Email templates, Dataviews.

Threads

Clicking the ≡ icon opens the Threads panel on the left.

Oliver threads panel

Field	Description
+	Creates a new conversation thread.
Search threads	Filter past conversations by keyword.
Agent dropdown	Select which Oliver agent handles the conversation.
Thread list	Past conversations. Click any thread to reopen it.

Agents

Oliver includes several built-in agents, each optimised for a specific task. Select an agent using the dropdown in the Threads panel.

Agent	Purpose
Oliver Supervisor	General-purpose agent. Coordinates other agents automatically for complex queries.
Document Search Agent	Searches for documents matching a query.
Document Summarisation Agent	Summarises document content.
Document Ingestion Agent	Assists with ingesting and processing documents.
Document Redaction Agent	Handles document redaction tasks.
Document Template Agent	Assists with document templates.
Email Template Agent	Assists with email templates.
Workflow Agent	Assists with workflow-related tasks and inbox management.
Metadata Search Agent	Searches and manages metadata, including register entries and gridlink tables.
Chart & Virtual Interface Agent	Assists with chart and virtual interface configuration.
System Configurator	Designs and configures system structures, including new register schemas.
Agent Configurator	Used to create and configure custom agents — see Custom agents below.

Working with responses

Feature	Description
Copy message	Each Oliver message has a copy button. Users can copy the content as plain text or as markdown.
Citation badges	When Oliver draws on a source document, an inline citation badge appears. Clicking it opens the source document at the relevant page.
Document thumbnails	When Oliver retrieves a document, a page thumbnail is shown alongside the response.
Reasoning preview	While Oliver is processing, a Reasoning section appears showing the steps being taken in real time. It closes automatically when the response is complete.
Tool call details	Each response shows a Tools (N) count. Clicking it opens a popup showing the tools Oliver used, with both the input arguments and the output for each call.

Custom agents

Users can ask Oliver to create a custom agent configured for a specific task. Open Oliver and select the Agent Configurator from the agent dropdown, then follow the prompts to set the agent's name, purpose, and available tools. Once created, the agent appears in the agent dropdown for any future conversation.

Oliver search

Oliver also includes a standalone search and data clustering interface, accessible via the Oliver icon in the main navigation. This interface supports semantic and exact search, advanced search rules, and visualised result clusters.

Oliver search homepage

Field	Description
Search bar	Enter a search query.
	Clears the search text.
	Displays a list of previous searches.
	Opens the Advanced Search dialog.
	Executes the search.
Exact Search	Searches for exact matches of the entered word or phrase.
Semantic Search	Searches based on the meaning and intent behind the query, not just keyword matches.

Advanced Search

The Advanced Search dialog allows users to build rules to filter results by multiple parameters (phrases, date ranges, categories, specific fields). An orange dot on the Advanced Search icon indicates that active rules are applied.

Advanced Search dialog

Field	Description
AND / OR	Dropdown to set whether rules must all match (AND) or any can match (OR).
+ Rule	Adds a new filter rule.
+ Group	Adds a new group of rules.
Operator	Defines the field and condition for the rule (e.g. equals, contains).

Advanced Search rules persist across page reloads — returning to the Oliver search page restores the last active rule set.

Search Results and Clusters

Search results appear in a results view. From there, users can click View Clusters to explore visualised representations of how results are grouped by concept and relevance.