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Rex (Rules Expert)

Overview​

This agent is designed to serve as a company knowledge assistant.
It reads, understands, and answers questions based solely on the organization’s official documents—Standard Operating Procedures (SOPs), policies, and internal rules provided in PDF or DOCX format.

Purpose: Ensure consistent, reliable, and policy-compliant responses across the company.

🧠 Key Features​

  • Document-Based Knowledge
    Identifies headers, sections, and relevant content areas to provide clear and organized responses.

  • Context-Aware Responses
    Gives accurate answers based on the context of the user’s question and the structure of the document.

  • No Hallucinations
    If the answer to a question isn’t found in the documents, the agent will explicitly state that, avoiding any made-up responses.

📁 Supported File Types​

  • .pdf
  • .docx

📝 How It Works​

  1. File Ingestion
    The agent accepts PDF or DOCX files and extracts readable text using OCR or native parsing.

  2. Structure Recognition
    It detects document layout elements such as headings, subheadings, bullet points, and sections.

  3. Content Indexing
    The extracted content is organized for fast and relevant retrieval.

  4. Question Answering
    When a user asks a question, the agent matches it to relevant parts of the indexed content and returns an accurate, policy-based response.

✅ Use Cases​

  • HR and benefits FAQs
  • Operations and compliance checks
  • IT process guidance
  • General company policy inquiries

⚠️ Limitations​

  • Answers only from the uploaded files.
  • The quality of the output depends on the clarity and organization of the source documents.
  • If document formatting is inconsistent, header and section detection may be less accurate.

⚙️ How to Set Up Rex​

  1. Upload External Documents
    Upload your external documents to the Data Studio's File Manager.
    These are the files that the agent will use to train and answer questions.

  2. Tool Agent

    • Responsible for scraping and loading the data to the Data Studio's database.
    • Agent name: "(10737) Rex (Rules Expert): Document Summarizer".
    • Run this agent to process and insert documents into the Data Studio.
    • This process also summarizes the document's content, which is used in the main agent as additional training context.
    • Data is stored in the sop_summarizer table within the "Tests DB" database.

  3. Conversational Agent

    • This is the main agent that interacts with users: Rex (Rules Expert).
    • Uses sop_summarizer as training data.
    • You can tweak the System Message depending on the documents Rex will handle.
    • Finally, click the Train Model button to train the agent.

Note:
If new documents are added, steps 1–3 must be repeated by the ProServ team or tenant admin.
While interval scheduling is available, it is not recommended for SOPs, as company policies are rarely updated frequently.