What does PortalBase AI do today?

It answers a worker's question in plain language from your company's own documents, and shows the passage it came from. If your documents don't cover it, it says so. With no signal, the app searches the documents already saved on the phone.

Will it give medical or legal advice?

No. In an emergency it points to your company's emergency contacts.

Can other AI tools use my documents?

Through a connector your admin authorizes and can revoke. PortalBase AI uses the same connector.

Does it replace the safety lead?

No. It points a worker to what your company already wrote. It doesn't write policy.

PortalBase AI: Ask the question. Get the page it's on.

A worker types what they'd ask the foreman. PortalBase AI answers from your procedures, safety data sheets and manuals, and shows the exact passage. If your documents don't cover it, it says so.

Also calledDocument search, SOP search, AI knowledge base, Chat with your documents

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The real screens

Ask PortalBase AI, and get the answer with the page it came from.

Ask in plain words. The answer comes from your own documents, with the page and the exact words, so a worker can check it before acting.

PortalBase AI answering the question How do I lock out an excavator before working on it? Six numbered steps under From Excavator lockout, page 2, then a source card for the Excavator lockout document that quotes page 2.

PortalBase AI on a phone answering What are the steps in Flagger station setup? Five numbered steps under From Flagger station setup, page 1, then a source card for that document.

It answers from your training videos too.

Ask about something said in a training video and the answer shows the moment, from 0:55 to 1:50 here, with the words from it. The sample video in this picture is a demo training with made-up captions.

PortalBase AI answering What does the paddle signals video say about flagging at night? Three sentences, then source cards with a play icon for the training video Flagger paddle signals, from 0:02 to 0:55 and from 0:55 to 1:50, with the words quoted from it.

PortalBase AI on a phone answering What does the paddle signals video say about flagging at night? Four sentences, then two source cards for the training video Flagger paddle signals, from 0:02 to 0:55 and from 0:55 to 1:50.

Ask where something is. Then go there.

Ask where to add a person or build a form and PortalBase AI walks through the steps. On the phone a worker asks where to do their training. The Take me there card opens that exact screen.

PortalBase AI answering Where do I add someone new to the crew? Three steps, then a Take me there card named Add a person that opens the right screen.

PortalBase AI on a phone answering Where do I go to do my training? Two steps, a line saying one training is left, a Take me there card named Do your training and a card for the course.

Sample data from our own demo company.

In the app

Ask a question. Get the page it came from.

01Answers come from your own documents.
02It shows the page, so the worker can check.
03It needs signal. With none, the phone searches the documents it already has.

PortalBase AI

From your own documents

Answers come from your company’s own documents.

How far out do I set a ladder?

One foot out for every four feet of height. Tie it off at the top before you climb.

Ladder setup and tie-off, step 2

Sample company and data, made up for the picture. Tap around.

How it answers

Only from what you gave it.

Your documents

Not the open internet. Not a guess.

A citation

Every answer links to the passage it came from.

An honest no

When your documents don't cover it, the answer says that.

Document library

Where the documents live.

Procedures, SDSs, manuals and videos. Organized and searchable.

Versioned. Workers always see the current one.

Offline. Available by assignment, or by being marked required offline.

Scan the QR code. Scanning an asset's QR code shows that asset's documents.

No signal

Honest about what works where.

Online.

PortalBase AI answers in plain language with a citation.

Offline.

PortalBase AI needs signal. The app falls back to searching documents already on the phone.

Admin control

You decide what it draws from.

Per role. Choose which documents each role's assistant can use.
What gets asked. Admins see which questions come up and which ones the documents couldn't answer. That's your list of missing procedures.
Language. Answers come back in the worker's language. English and Spanish.

Questions

What does PortalBase AI do today?: It answers a worker's question in plain language from your company's own documents, and shows the passage it came from. If your documents don't cover it, it says so. With no signal, the app searches the documents already saved on the phone.
Will it give medical or legal advice?: No. In an emergency it points to your company's emergency contacts.
Can other AI tools use my documents?: Through a connector your admin authorizes and can revoke. PortalBase AI uses the same connector.
Does it replace the safety lead?: No. It points a worker to what your company already wrote. It doesn't write policy.

Send us the binder nobody opens.

Tell us what your crews keep asking the foreman and we'll show you how PortalBase AI would answer.

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