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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 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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