How-to · Charlo CPS

How to check citations on a Knowledge Base answer

Ask the Knowledge Base a question and Charlo answers from your documents, tags each point with a numbered citation, and lets you open the source to confirm it.

A numbered citation on each point Orange anchor, blue context Trace every claim to its source
ProjectCharlo CPS
TitleCheck Citations
Contactai@charlo.com.au
RevA
StatusIssued for use
Sheet1 of 1
Section 01 · Walkthrough

Four steps to a verified answer.

Don't take an answer on trust. Follow the citations, read the orange anchor and blue context, and confirm it matches the document.

01Ask a question and get a cited answer

Ask in plain English and read a cited answer.

  • In the Search view, keep Agent selected and type your question in plain English, like In the NCC, how are building heights calculated?
  • Press the send button and wait for the answer.
  • Reopen a cited answer from Recent queries.
TipAn answer is only as good as its sources. The next steps show how to check them.
FIG 01Knowledge Base query bar with a plain-English question typed and the Send button highlighted
Agent selected, a question typed, the send button ready.

02Spot the numbered citation tags

Each point ends with numbered tags that trace it to a passage.

  • Read the answer. Each point ends with one or more numbered tags, like [1], [4], [5].
  • Each tag points to a passage in one of your documents.
  • A point with several tags rests on several passages.
WhyThe tags trace any claim back to where it came from.
FIG 02A cited answer with numbered citation tags in the text, one ringed in orange
Numbered tags sit inline through the answer.

03Check the sources below

See every document the answer drew from, and how much of each.

  • Scroll under the answer to the Sources list.
  • Each row is one document Charlo drew from, with a count of passages used, like 5 sources.
  • Click a citation tag, or a source row here, to open the document.
TrustNothing is hidden. The answer is assembled only from the documents listed here.
FIG 03The Sources list below an answer, showing a document and its passage count
The sources, each with its passage count.

04Read the highlights in the document

The document opens at the cited passage, highlighted.

  • The document opens with the cited passage in view.
  • Orange marks the cited passage: the part of the document Charlo used to answer.
  • The page opens scrolled to that passage, so the original wording is right in front of you.
  • Check the highlighted passage supports the point. That is your verification.
NoteYou are the pilot: Charlo shows the source, you decide whether it holds up.
FIG 04The document view with an orange highlight marking the passage Charlo used to answer
Orange marks the exact passage Charlo used.
Section 02 · More help

Ask Dylan any time.

WhereThe Help button sits in the bottom-left corner of Charlo CPS.
WhatIt opens Dylan, Charlo’s help assistant. Ask a question in plain words and Dylan answers from the how-to guides, with a link to the full article. The Library button in the panel opens the whole How-To Library.
AskStuck on your own work? Send a real example to ai@charlo.com.au.