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SmartReportAdapter

Lets users query PDF reports conversationally instead of scrolling through pages.

Attaches to ChatBox + PDF

The report adapter specialises the document pattern for PDF reports. Connect a report and a ChatBox and users can ask for the figure, the trend or the line item they need without hunting through the export.

It turns static, end-of-month PDFs into something a person can interrogate directly.

Under the hood the PDF is vectorized like any other document, so the adapter scales from a two-page summary to a few hundred pages of appendices without changing the experience.

What it gives you

  • Conversational queries over PDF reports.
  • Answers point back to the relevant part of the report.
  • No re-modelling of the report data required.

Use it for

  • Interrogating month-end financial PDFs
  • Fast answers from audit and inspection reports
  • Self-serve analytics over distributed report files

Like every adapter, it runs through a SmartHub and inherits its SmartEndpoint — switching the model or provider never changes this code.

csharp
var hub = new SmartHub(this) { Endpoint = endpoint };

var report = new SmartReportAdapter {
    ChatBox = chatBox1,
    ReportPath = @"C:\reports\Q2-sales.pdf"
};
// Ask: "Which region grew fastest quarter over quarter?"

Read the SmartReportAdapter docs ↗