Ask
By text or voice, with a PDF or photo if you like. You choose the scope: all workspaces, specific workspaces, the documents you selected or a knowledge base.
Chat Agent · AI-DMS module
The chat agent answers questions about your documents, shows the sources and gets tasks done right in the AI-DMS.
In the web app, in the mobile app and via API and MCP, always with your permissions.
DownloadDatasheetsPDF · EN4 pages
Opening five folders for one answer? Ask once. The answer comes with its source.
Trust, verification & partnerships
Verified in Claude and ChatGPT, certified to ISO/IEC 27001:2022
and the sole official DMS partner of QNAP and ASUSTOR.

In scope:
Verified MCP connector.
Learn moreVerified MCP plugin.
Learn more
Sole official DMS partner.
Learn more
Sole official DMS partner.
Learn moreHow it works
One chat for questions and tasks: in the web app next to your documents, in the mobile app on the go.
By text or voice, with a PDF or photo if you like. You choose the scope: all workspaces, specific workspaces, the documents you selected or a knowledge base.
The sources rail shows the documents behind the answer, and one click jumps to the document. Tables, totals and comparisons appear right in the chat.
Open, share, or send by email or for signature right from the answer. Tags, notes and moves happen at once, deleting only after you confirm.
Capabilities
The agent reads your documents, acts with your permissions and stays traceable.
Searches workspaces, knowledge bases and files in the chat, with semantic search, entities and the knowledge graph.
Open, share, send by email or for signature, add notes and tags, move and copy.
Web app, mobile app, API and MCP use the same PaperOffice Agent.
Default for daily work, core agents by industry, or your own agents with prompt and knowledge bases.
Reversible steps run right away; deleting and revoking only after you agree in a follow-up message.
The agent sees only workspaces and documents the signed-in user may see.
Ask by voice and have answers read aloud, in your language.
Chats are kept for 30 days and can be pinned, renamed and searched.
Comparison
The difference is where the answer comes from and what the agent may do afterwards.
| Comparison | Scripted chatbot | Generic AI assistant | PaperOffice chat agent |
|---|---|---|---|
| Knowledge source | Predefined answers | General model | Your documents and knowledge bases |
| Source citation | None | If uploaded | Sources rail with jump to document |
| Actions | None | None in the system | Open, send, tags, move |
| Channels | Website window | Vendor’s app | Web app, mobile app, API, MCP |
| Data location | Vendor | Outside the EU | Stored in our own EU data center |
curl -X POST \ "https://api.paperoffice.ai/latest/document_intelligence/embeddings/search" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{"query":"Kündigungsfrist Wartungsvertrag Nordlicht","workspace_id":1553,"limit":5}' { "mcpServers": { "paperoffice": { "url": "https://mcp.paperoffice.ai/dms", "headers": { "Authorization": "Bearer po_ut_YOUR_USER_TOKEN" } } }} For developers
Through the MCP server, Claude, ChatGPT and Cursor ask the agent. Semantic document search is available as a REST endpoint.
Natural question, hits with score and document, limitable per workspace.
po_knowledge_graph_ask on every connector, po_agents_ask for multi-step tasks on /mcp-full.
Sign-in with OAuth 2.1 or a user token, with the same permissions as in the app.
Security and compliance
The agent works with the signed-in user’s permissions, asks before deleting and stores chats in our own EU data center.
Practical guide
You ask the chat agent a question in plain language, for example when a contract ends. It searches the workspaces you may open, reads the relevant documents and answers in full sentences, with the sources listed beside the answer. From the same chat you can tag a document, open it, share it or start an email. Anything that deletes or revokes needs your explicit yes first. This guide follows one question from the search bar to the follow-up action, then covers permissions, mobile use, API and MCP, and the limits.
In the web app the agent lives next to the document list. The search bar has a switch with two positions, Ask Agent and Search. In Ask Agent mode the field shows the prompt How can I help you? and pressing Enter sends your text to the agent panel instead of running a search. The panel can be docked on the right or the left, or opened full screen, and the shortcut Alt+A toggles it.
The panel header reads Default and General Assistant, with a New button for a fresh conversation. An empty panel shows the greeting Hello, how can I help you? Below it, the input field is labeled Chat with PaperOffice and the composer carries the label PaperOffice Agent.
The page film uses fictional demo documents. The question is: When does our service agreement with Northstar end, and by when must we give notice? The agent reads the master service agreement MSA-2026-NORVEXA-001 and Amendment No. 1, AMD-2026-NORVEXA-001-01.
Its answer: the current term ends on 31 December 2026, and the amendment shortened the notice period from 90 to 60 days, so notice is due by 1 November 2026. Both documents appear as source cards, labeled Contract and Contract amendment.
Next the user writes: Add the tag Check notice and send the agreement to purchasing. The agent replies that the tag is set on the agreement. For the second half of the request it shows the document card, and Send by email opens the email dialog. The dialog has the section Recipient & message, an empty field Recipient email, a Subject field prefilled with Document: followed by the file name, and the buttons Cancel and Send now. You enter the recipient and press the button yourself.
Reversible steps such as setting a tag, adding a note, moving or copying a document run immediately when the target is clear. Buttons such as Share and Send by email open the existing app dialogs, so you work in the same dialogs as when you start these steps by hand.
Deleting and revoking work differently. In the film, the user asks the agent to delete the draft of the amendment. The agent answers with a question, Should I delete Amendment_No1_draft.pdf? Please confirm with yes, and acts only after the user replies Yes. There is no fixed confirmation button. The agent asks in its own words and waits for your next message.
The agent works with the rights of the signed-in user. The request token belongs to the requesting account, and the agent only sees workspaces that user may open. In the film's permissions scene, Contracts and Purchasing are open for the user and Human Resources is locked; the agent only works with the open ones.
The sources rail is the audit aid for each answer. It shows which documents were used, and a click opens the document. If a figure matters, such as a deadline, open the cited page before you rely on it.
In the web app, holding the microphone button (Hold to speak) puts your spoken words into the input field. Each answer has a Read aloud button.
In the mobile app the chat has its own entry, Chat, with the same Chat with PaperOffice field and the PaperOffice Agent label. The sheet Add to chat offers Camera, Photos, Files and From documents. The last one lets you choose an existing document as context. The input field offers dictation by tapping.
The web app sends chat requests to the endpoint /agent/chat, and the page film shows the call POST /agent/chat with a user token. The agent then works with that user's permissions, as in the app.
In an MCP client such as Claude, the tool po_agents_ask delegates a complex document task to the agent. The tool description reads: Delegate complex PaperOffice document tasks to the autonomous AI Agent. MCP access uses OAuth 2.1 or a user or group token (po_ut_, po_gt_). The system keys po_sk_ and po_pk_ are blocked for MCP, so every call runs under a person's or group's permissions.
Frequently asked questions
In the web app at the side of the screen or full screen, in the mobile app under Chat, via API and through the MCP server in Claude, ChatGPT and Cursor. Every way uses the same PaperOffice Agent, with the signed-in user’s permissions.
From the documents in your workspaces, from knowledge bases and from files you add to the chat. It searches what the AI-DMS has processed; the scope picker shows how much of it is searchable. No training is needed.
It builds tables, calculates totals and compares documents. From the answer you open, share or send documents by email or for signature. Tags, notes and moves happen right away, deleting and revoking only after you confirm.
The default agent for daily work, core agents by industry and your own agents with their own prompt and knowledge bases. You create your own agents under Conversation AI. An agent applies to the whole chat; to switch, you start a new chat.
Yes. In the mobile app you speak your question, add photos, files or an existing document as context and open the chat straight from the document view. The same agent answers as in the web app.
There is a separate channel for that: the website chat of a Conversation Agent. It answers visitors without login from the knowledge bases you assign to it and sees no workspaces or documents. If it cannot help, visitors send a request that reaches your team as a ticket with the conversation.
Yes. Through the MCP server, Claude, ChatGPT and Cursor ask the agent: po_knowledge_graph_ask on every connector, po_agents_ask for multi-step tasks on /mcp-full. Semantic document search is available via REST. Every way uses your user token with the same permissions as the app.
Case Studies
Discover how businesses transformed their processes with PaperOffice AI.
Measurable customer success
"Enterprise document management for all our mining operations. World class."
"FDA-regulated pharmaceutical labels require complete documentation. PaperOffice has reduced our approval process from days to hours."
"Technical documentation and order processing now run fully automatically."
"Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
"Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
"8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
"Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
"Construction project documentation and compliance are now digital and traceable."
"Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
"Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
"GMP-relevant documentation for pharmaceutical functional labels now runs automatically. Audit trails are complete and instantly accessible."
"Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
"Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
"Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
"Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
"Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
"Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
"Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
"Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
"Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
"Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
"Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
"Pathology lab documentation and device certifications are now fully automated. Complete traceability for every specimen."
"Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is complete."
"Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
"Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
"KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, complete compliance is essential."
"Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
"Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
"SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
"Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
"Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
"Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
"CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
"Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
"Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
"Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
"Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 evidence has never been this easy to produce."
"Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
"Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
"Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
"Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
"Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
"Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
"Prescriptions and medication management now run fully automatically. More time for our patients."
"Centuries-old documents are now digitally searchable. A milestone for our historical archives."
"Our caregivers finally have more time for residents instead of paperwork."
"500,000+ records digitized. Our deputies now find all information instantly."
"Patient records management is now a breeze. Everything automatically captured and archived."
"Inheritance and estate documentation is now efficient and error-free."
"Digital property management for all our residential complexes. Tenants and owners are thrilled."
"With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
"PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
"The documentation of our care services is now digital and automated. More time for our patients."
"Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
"Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
"Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
Where would you like to try PaperOffice?
Your trial is ready
Where would you like to start?
The full workspace is optimized for the computer. The mobile version is for capturing, reviewing, and approving documents.
Register free Already a customer? Log in app.paperoffice.aiStart on the computer
A personal access link will be sent to the email address provided.
Open PaperOffice Mobile
Capture and work with documents directly on the smartphone.
Open mobile versionAI-DMS
Documents. Intelligence. Real impact.
PaperOffice AI is the AI-DMS. Four functional areas on one DMS foundation, with three ways in.
Features, modules and benefits at a glance.
Capture, organize, search and collaborate on documents.
Plug into your systems and AI workflows.
No installation, ready in seconds.
Search all tools