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SupaSherpa Vault RAG Feature Guide

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Overview

SupaSherpa now answers your questions using your actual business documents. When you ask about revenue projections, pricing strategy, or target market, SupaSherpa pulls answers directly from your uploaded briefs, financial models, and PRDs - not generic startup advice. Your vault documents get indexed automatically, so every answer is grounded in your real data with clear citations showing exactly where the information came from.

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Step-by-Step Guide

  1. Upload documents to your vault - Navigate to your job’s data room or vault section and upload your business plan, financial model, market research, or any document you want SupaSherpa to reference. PDFs, Word docs, and generated content all work.
  2. Wait for processing - The system extracts text and indexes your document automatically. For a 20-page document, this takes about 2 minutes. You’ll see a processing status indicator change to “Ready” when complete.
  3. Ask SupaSherpa a question - Open SupaSherpa (the chat interface at /supasherpa) and ask a specific question about your business. Example: “What is my projected revenue for year 2?” or “How does my pricing strategy align with my target market?”
  4. Review the cited answer - SupaSherpa responds with information pulled from your documents. Each claim includes an inline citation like [Source: Business Plan.pdf, Financial Projections] so you can verify the information.
  5. Check the references section - At the end of each response, you’ll see a references section listing all documents SupaSherpa consulted. This helps you understand which files contributed to the answer.
  6. Update documents as needed - When you upload a new version of a document, the system re-processes it within 3 minutes. Old information is replaced automatically, and your next questions will use the updated content.

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Common Questions

Q: What happens if I ask SupaSherpa a question before uploading any documents?
A: SupaSherpa will provide generic startup guidance and suggest uploading relevant documents to get more specific advice. The system won’t hallucinate content from documents that don’t exist. Q: Can SupaSherpa access documents from my other jobs?
A: No. SupaSherpa only retrieves documents from your current job’s vault. If you have multiple projects, each one’s data stays isolated. This keeps your ventures separate and prevents cross-contamination of advice. Q: How do I know if SupaSherpa is using my documents or just general knowledge?
A: Check for citations. When SupaSherpa references your vault documents, you’ll see [Source: Document Name, Section] markers. Claims without citations come from SupaSherpa’s general knowledge base, not your files. Q: What if my document is over 100 pages?
A: The system processes the first 500 chunks (roughly the first 100-150 pages depending on density). You’ll see a warning in the processing log. For very large documents, consider splitting them into focused sections like “Market Analysis” and “Financial Model.” Q: How long does it take for document updates to appear in SupaSherpa’s answers?
A: New or updated documents are fully indexed within 5 minutes. Once the processing status shows “Ready,” your next question will use the latest content.

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Troubleshooting

Issue: SupaSherpa says it can’t find information that I know is in my documents
Try rephrasing your question with more specific terms that appear in your documents. Example: instead of “What’s my customer strategy?” try “Who is my target market?” or use exact terminology from your business plan. The search works best with precise language. Issue: My document shows “Processing Failed” status
This usually means the PDF couldn’t be read (scanned image without OCR) or the file is corrupted. Download the document, verify it opens correctly, and re-upload. If it’s a scanned PDF, run it through an OCR tool first or re-export it as a text-based PDF. Issue: SupaSherpa’s answer cites the wrong section of my document
This happens when similar content appears in multiple sections. Check the cited source and verify the information. If it’s wrong, rephrase your question to be more specific about which section you’re asking about (e.g., “According to my executive summary, what is…”). Issue: Citations are showing documents I deleted
The cache needs to refresh. Wait 60 seconds after deleting a document, then ask your question again. The system clears cached results automatically, but there’s a brief delay to avoid disrupting active conversations. Data Room Management - Your vault lives inside your job’s data room. Use the data room to organize documents by section (market analysis, financials, product specs) so SupaSherpa can retrieve the right context more accurately. Well-organized data rooms lead to better answers. Brief Enhancement - When you generate or enhance your brief, SupaSherpa uses the same RAG system to pull insights from your vault documents. Upload your market research and competitive analysis before running brief enhancement to get richer, more detailed outputs. Sherpa Bridge - When your assigned human sherpa sends guidance through the bridge, the system enriches their messages with relevant chunks from your vault. This means your sherpa’s advice is automatically contextualized with your actual business data, making their guidance more specific and actionable.