Document Agent
Have a conversation with your city's uploaded planning documents — general plans, specific plans, design guidelines, municipal codes, and tabular data files. Separate from the Zoning Assistant and designed for broader document research.
Availability: This feature is enabled for select cities. If you do not see Document Agent in your navigation, it is not yet available for your city.
How to use it
Click "Document Agent" in the navigation menu.
Type your question in the chat box and press Enter or Send.
The agent searches across all documents available for your city and streams back a cited answer.
What you can ask
The Document Agent is best for questions that require searching across broad planning documents rather than parcel-level data:
“What does the General Plan say about mixed-use development along transit corridors?”
“What are the design guidelines for commercial storefronts in the downtown district?”
“Summarize the affordable housing policies in chapter 4.”
“What income limits apply to BMR units in the city?”
How answers are generated
The Document Agent uses a hybrid search approach to find the most relevant information:
Semantic search — Finds passages that are conceptually related to your question, even if the exact words differ.
Full-text search — Finds exact keyword matches for precise terms, codes, or section numbers.
Results from both methods are combined and ranked before the AI synthesizes a final answer.
Sources
Every answer includes a Sources section listing the document name, section, and page number that supports each point. Use these references to navigate to the original text for verification.
Available documents
The documents available to the agent are managed by your city administrator. To request that a new document be added, contact your administrator.
Tips
Use specific section numbers or policy names for precise lookups (e.g., "Section 3.4.2" or "Policy LU-12").
For tabular data questions — such as fee schedules or income limits — the agent can query structured data files directly.
If a response is incomplete or cites an unexpected source, try rephrasing with more context.