Oliver
Oliver is Docwize's AI module. It has two interfaces: Oliver Chat, a conversational assistant accessible from any screen in Docwize, and Oliver Search, a standalone search and data exploration interface accessible from the main navigation.
Oliver Chat
Oliver Chat allows users to ask questions, check their workflow inbox, send emails using saved templates, and explore data — all through natural language conversation.
What Oliver Chat 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.
Accessing Oliver Chat
Oliver Chat is available from any screen in Docwize. Click the chat bubble icon (💬) in the floating toolbar to open it 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 Chat includes several built-in agents, each optimised for a specific task. Select an agent using the agent dropdown in the Threads panel or chat interface.
Built-in agents
| Agent | Purpose | When to use |
|---|---|---|
| Oliver Supervisor | General-purpose agent. Coordinates other agents automatically for complex queries. | Use for multi-step tasks or when unsure which specialized agent to choose. |
| Document Search Agent | Searches for documents matching a query. | Use when you need to find documents by keyword or semantic meaning. |
| Document Summarisation Agent | Summarises document content. | Use to generate quick summaries of documents or search results. |
| Document Ingestion Agent | Assists with ingesting and processing documents. | Use for guidance on uploading or processing documents into the system. |
| Document Redaction Agent | Handles document redaction tasks. | Use to redact sensitive information from documents. |
| Document Template Agent | Assists with document templates. | Use for questions about document templates or template configuration. |
| Email Template Agent | Assists with email templates. | Use to compose and send emails using saved templates. |
| Workflow Agent | Assists with workflow-related tasks and inbox management. | Use to check workflow inbox, approve/reject actions, or manage pending items. |
| Metadata Search Agent | Searches and manages metadata, including register entries and gridlink tables. | Use to search and filter documents by custom field metadata or manage register data. |
| Chart & Virtual Interface Agent | Assists with chart and virtual interface configuration. | Use to create or configure charts and virtual interfaces. |
| System Configurator | Designs and configures system structures, including new register schemas. | Use for complex system configuration tasks such as designing register schemas. |
Agent memory and threads
Each conversation with an agent is saved as a thread. Agents retain the full conversation history within a thread, so returning to a past thread restores all previous messages and context. This allows users to continue conversations seamlessly across sessions.
Working with responses
Oliver Chat — conversation in progress
| 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. |
| Run Timeline | Panel in the top right showing the sequence of agent runs and steps taken to produce the response. Displays progress percentages for each step. |
| Artifacts | Panel in the top right listing any generated or extracted outputs (documents, data, structured content) produced during the response. |
| Citations | Panel in the top right listing all source documents referenced in the response. |
Custom agents
Users can ask Oliver Chat 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.
How to start a conversation
| Step | Action |
|---|---|
| 1 | Click the chat bubble icon (💬) in the floating toolbar. Oliver Chat opens as a panel. |
| 2 | Select an agent from the agent dropdown if needed. Oliver Supervisor handles most tasks automatically and is the default. |
| 3 | Type your question or instruction in the message input. |
| 4 | Optionally, use the paperclip icon to attach a document from Docwize, giving Oliver context for your question. |
| 5 | Click Send. |
Oliver Search
Oliver Search is a standalone search and data clustering interface, accessible via the Oliver icon in the main navigation. It supports semantic and exact search, advanced search rules, and visualised result clusters.
Search types
| Type | How it works | When to use |
|---|---|---|
| Semantic Search | Finds documents based on the meaning and intent of the query, not just the words used. | Use when you are not sure of the exact wording in the document — for example, "contracts about liability" or "reports on water quality in 2024". |
| Exact Search | Finds documents containing a literal match for the word or phrase entered. | Use when searching for a specific reference number, name, or phrase that you know appears verbatim in the document. |
| Advanced Search | Builds multi-condition filter rules using AND/OR logic, across fields such as date, category, and custom fields. Rules persist across sessions. | Use when you need to narrow results by multiple criteria at once. |
| Oliver Chat (natural language) | Ask Oliver Chat a question in plain language. Supports Boolean operators in the message: AND, OR, "quoted phrases" for exact matches, and a leading − to exclude a term. | Use for open-ended questions, summaries, or multi-step tasks that go beyond document retrieval. |
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.
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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.
How to search
| Step | Action |
|---|---|
| 1 | Click the Oliver icon in the main navigation to open Oliver Search. |
| 2 | Select Exact Search or Semantic Search depending on your query (see Search types above). |
| 3 | Enter your query in the search bar and click the search icon or press Enter. |
| 4 | To filter results, click the gear icon to open Advanced Search and add conditions. |
| 5 | From the results view, click View Clusters to explore how results are grouped by concept and relevance. |