The “Did You Read the Documentation?” Agent

About This Series: AI Agents in Industrial Applications

This is the latest post in our series exploring how AI agents can bring real value to complex industries such as manufacturing, logistics, and field service, as observed by Miles Sims, AVP Manufacturing & Energy – Industrial AI & Data, LevelShift.

How often does your team answer questions that are already written down somewhere?

The Documentation Retrieval Agent is designed to solve that exact pain point. By combining OCR, RAG, and intelligent search, it makes buried documentation not just discoverable but useful in the moment.

The Documentation Retrieval Agent is a smart orchestration layer that connects your scattered knowledge sources, delivers answers in context, and brings long-lost tribal knowledge back into circulation.

Accessible Through:

∙ Salesforce AgentForce Console

∙ Slack / Microsoft Teams plug-ins

∙ Service Cloud and field technician mobile apps 

Key Insights:

∙ Is your critical documentation locked in legacy formats?
OCR pipelines and embedding indexing allow the agent to process scanned PDFs, whiteboard snapshots, and image-based service records—converting them into searchable knowledge.

∙ Can your teams actually find what’s been documented?
RAG (Retrieval-Augmented Generation) pulls the most relevant content from wikis, SharePoint, Confluence, Notion, and more. It parses user questions and matches them to accurate sources with summaries, links, or procedures.

∙ How long does it take to get an answer in the field?
With native integrations in Slack, Teams, and Salesforce, the agent intercepts questions and responds instantly before anyone even finishes typing “Check the wiki.”

Growth Gaps:

∙ OCR is only as good as the source quality—poor scans = poor output

∙ Version control across legacy docs can surface outdated information

∙ Translations and localization require model-layer enhancements

∙ Not all knowledge is written—agents still rely on existing documentation

Will the Documentation Retrieval Agent Replace Engineers?

No. It’s not here to replace know-how, it’s here to stop repeating answers. By automating retrieval and surfacing what’s already been said (or buried), it frees your skilled team to focus on decisions, not digging.

Ready to bring your documentation back to life and into the flow of work?