Help Center
Guides, how-tos, and answers for PrecisionDocs teams. Searchable public help for site due diligence workflows.
Getting Started
Project setup, onboarding, and the fastest path to a useful first analysis.
Chat Workflows
How to ask better questions, verify sources, correct facts, and keep long threads useful.
- How do guided workflows work?
- How does the Screening & Risk Analysis workflow work?
- How does the Site Cost Estimate workflow work?
- Can I ask the agent how to use PrecisionDocs?
- How should I ask questions to get the best answers?
- How do I check sources and citations?
- What should I do when the agent cannot find information?
- How do I correct a parcel's zoning when the assessor data is wrong?
- Are there conversation limits or long-thread behaviors I should know about?
- Can I stop a response, clear a thread, or restart a line of work?
Email my agent
Email your agent from any device, route to projects, and receive signed replies with deliverable download links.
API & connectors
Connect Claude Code, Codex, Gemini CLI, Cursor, the Claude app or any MCP client with one URL and a browser sign-in. No API key.
- How do I connect Claude Code, Codex, Gemini CLI, Cursor or the Claude app?
- What should I copy during setup?
- How do I set up ChatGPT Custom GPT Actions?
- How do I set up Cursor?
- How do I set up Gemini CLI?
- How do I set up the Claude app (claude.ai or Claude Desktop)?
- How do I set up Claude Code?
- Can I use PrecisionDocs inside Gemini Gems?
- How should I handle PrecisionDocs API keys and connected apps safely?
- What is API vs Email vs Wizard parity?
- What is the normal API workflow?
- How do I create a project through the API?
- How does project creation setup work through the API and connectors?
- How do I classify a goal and add sources to a project through the API or MCP?
- How do I ask questions or generate reports through the API?
- How do downloads and generated artifacts work?
- What security, billing, and error rules apply to API keys?
- How do I use the MCP endpoint or raw API directly?
Collaboration
Sharing projects with existing teammates and inviting brand-new people to your organization.
Tools & Data
Practical SOPs for parcel, ordinance, government data, utilities, records, document, image, and web workflows.
- What data sources does the agent use?
- What tools can the agent use, and how should I ask for them?
- What is the SOP for parcel and zoning lookup?
- What is the SOP for ordinance lookup?
- How should I use flood, wetlands, and soil tools before exporting?
- How do I use the project map modes?
- How do I export GIS data for CAD, QGIS, or Google Earth?
- How can the agent retrieve recorded plats and county records?
- How does the agent know about neighboring parcels and roads?
- What does the agent know about my parcel's structures?
- What is the best workflow for document search and image review?
- When should I use web search versus ordinance or document search?
Bootstrap & Ordinances
How ordinance discovery works, when chat unlocks, and how to fix wrong-source ingests.
Documents & Reports
Upload SOPs, indexing phases, and report-generation workflows including the auto-generated Feasibility Assessment.
- How do I upload documents correctly, and what are the current limits?
- What do upload statuses mean, and how do cancel or retry work?
- What is the recommended SOP for generating a Due Diligence report?
- How do I use the DocEx editor safely?
- What's in the auto-generated Feasibility Assessment?
- How do I download reports, maps, and other deliverables?
Credits & Usage
What a credit is, what spends credits, what is free, and how to read your workspace usage.
- What is a credit and how does the wallet work?
- What actually uses credits?
- What does not use credits?
- Why does one request cost more credits than another?
- Why do I see credits reserved before the work finishes?
- Where do I see what credits were used on?
- What happens when the wallet runs low or empty?
- How does auto-refill work?
- How are API, MCP connector, and email requests charged?
- How do I buy more credits?
Billing & Subscriptions
Buying credits, Stripe payment flows, workspace access, and payment troubleshooting.
- How do workspace credits relate to chat and email usage?
- How does pricing work?
- What is the Pilot and what happens when it ends?
- I see a "subscription will end" banner - how do I keep my subscription active?
- How do I control who can use workspace credits?
- How do I manage payment methods and billing history?
- What happens if we need more than we bought?
- Why are my purchased credits or plan change not showing yet?
- What should I do if a payment fails?
Account & Settings
Profile customization, organization behavior, and support-facing account details.
Troubleshooting
The fastest fixes for billing, access, payment, bootstrap, upload, citation, and answer-quality issues.
- Why is a teammate blocked from AI work?
- How do I fix invoice or payment-method issues?
- Why is project bootstrap stuck or taking a long time?
- Why can't the agent find my ordinance answer?
- Why is my zoning showing the assessor's value instead of mine?
- What should I do if an upload fails or gets rejected?
- What if citations are missing, weak, or conflicting?
- What should I do if report generation fails?
- What should I do if the agent gives an incorrect or incomplete answer?