How citations work
Every Co-pilot answer is grounded in your real records and shows hoverable citation chips that point to the exact source row.
The Co-pilot never makes up numbers. Every claim it can support is tied to a specific record in your account, and it shows that link inline as a citation chip — a small marker you can hover to see exactly which row of your data the answer came from.
Reading a citation chip
- The chip
- A compact inline marker attached to a sentence or figure in the answer. It signals that the statement is backed by one of your own records.
- Hover to inspect
- Move your pointer over a chip to reveal the source — the transaction, filing, company field, or compliance item the answer is drawing from.
- Traceable to your data
- Because every citation resolves to a real row scoped to your organization, you can verify any answer against the underlying record instead of taking it on faith.
Why grounding matters
Grounding is what makes the Co-pilot safe to rely on for a real back office. Instead of a plausible-sounding guess, you get an answer you can audit line by line. If a figure looks wrong, the chip tells you which record to check — and if a record is out of date, fixing the source fixes the answer.
The Co-pilot can only cite data belonging to your organization. FormBridge enforces strict multi-tenant isolation — every query and citation is scoped by organization, so the Co-pilot can never surface another company's records. See how we keep your data isolated.
If an answer has no citation for a specific claim, treat it as general context rather than a statement of fact about your company. Ask a follow-up to have the Co-pilot pull the underlying record.