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Episode 11 / 12
Intelligence: answers you can check
Sidekick, Navigator and Agents: read-only answers from your own records and documents, with the sources you need to check them.
About this episode
Ask
- How many participants are enrolled? Which CAPAs are overdue? The answer exists, but finding it takes an afternoon.
- In MAESTRO, Intelligence has three tools for that: Sidekick, Navigator and Agents.
Sidekick
- Sidekick answers questions about your operations, using 81 read-only lookups across the platform.
- Answers link to the records behind them, and show the lookups that ran, so you can check the figures.
- It only sees what you are allowed to see. Lookups you have no permission for are removed first.
Navigator
- Navigator answers from your documents: the current versions filed in your trial master file.
- It quotes the passage, and cites the document, its version, and for PDFs, the page.
- And when your documents do not answer the question, it says so, instead of guessing.
Agents
- Agents write full reports on demand. Seventeen come ready-made, from a weekly study status briefing to a CAPA and deviation review.
- Try a dry run first: it shows what a run would do, and nothing is sent to the model.
- Then run it. The report arrives with its sources, and the tools it used.
- An agent runs as you. If you cannot see part of the data, the report says its coverage is incomplete.
Guardrails
- In trial master file bulk upload, AI suggests where each document belongs, and a person always confirms.
- Across all three, the rules are the same: read-only, one organization, and your permissions.
- Answers are built from your records and documents, and the cited record stays the source of truth.
Intelligence in MAESTRO: answers you can check, from your own records.
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