What are citations?
When the Agent answers a question — in chat, in the Insight Overview, or in AI Autofill columns — it includes small numbered badges (e.g., [1], [2]) next to the relevant text. Each badge links back to the exact location in the original document where the information was found.
Citations let you verify any answer by checking the source directly, so you don't have to take the AI's word for it.
How to use citations
Click a citation badge — A panel shows the source document name, page number, and a snippet of the referenced content.
Jump to the source — In the Document View (the side-by-side view for a single row), clicking a citation scrolls the original document to the exact page or section.
Compare multiple sources — When the Agent references several documents in one answer, each citation is numbered separately so you can trace each claim to its source.
What types of sources are supported?
Citations work across all file types. The reference points to the most useful location in each format:
File type | Citation points to |
Documents (PDF, Word, etc.) | Page number |
Images | Region within the image |
Audio | Timestamp |
Video | Timestamp |
Where citations appear
Chat responses — Inline citation badges in the Agent's answers
Insight Overview — Each insight block includes citations to the rows and documents it summarizes
AI Autofill columns — Click the "transparency" icon on a cell to see which parts of the document the AI used to generate the value
Why this matters
Verify answers — Check the source before acting on any AI-generated insight
Build trust — Every conclusion is traceable back to the original document
Compliance and audits — Citations provide an audit trail showing where each piece of information came from