Ask Your Progress ShareFile software Anything with Progress Agentic RAG

Your firm already keeps every contract, client file and signed return in your Progress ShareFile software. But getting one answer still means opening folder after folder. In this live session, Progress Agentic RAG turns a plain-language question into a cited answer drawn from all your ShareFile content, and every answer follows the permissions you've already set. What you'll see: - Connect your ShareFile archive in a few clicks, with continuous sync as files change - Answers cited down to the exact paragraph, or the timestamp in a video - Permissions checked live: two users can ask the same question and get different answers, by design - REMi answer-quality scoring that flags knowledge gaps and declines to answer when there isn't enough context - Four ways to use it: a dashboard, an embeddable widget, MCP (Claude, ChatGPT) or the API, plus the new Microsoft Teams integration Plus, a real customer story: Scrivens, a UK optometry retailer with 166 stores, runs 11,000 queries a month through Progress Agentic RAG and cut IT calls by 800 in one month. Chapters 00:00 Introduction 00:54 The problem: hunting through ShareFile folder by folder 03:06 Meet Deb: keeping institutional knowledge in the firm 05:47 How ShareFile and Agentic RAG work together 07:42 Ingestion: text, tables, diagrams, audio, video and multiple languages 09:30 40+ LLM options and bring your own key 10:40 REMi answer-quality metrics and hallucination guardrails 13:00 Breaking complex questions into sub-questions 14:26 Connecting SharePoint, Google Drive and business apps 15:10 Security and compliance: SOC 2 Type 2, ISO 27001, GDPR 15:44 Use cases: legal, real estate, construction, financial services, consulting 17:34 #1 ranking on Snowflake's RAG leaderboard 18:17 Demo: connecting ShareFile 20:21 Data augmentation agents 20:58 Asking questions in the dashboard and an embedded widget 21:50 Connecting Claude or ChatGPT through MCP 23:06 Demo: permission-aware answers 27:21 Demo: custom contract management app 31:00 Better Together library and overview video 35:31 Microsoft Teams integration 36:17 Customer story: Scrivens 37:46 Quick Start Pro offer 38:43 Q&A: on-prem storage zones, security, document revisions, removing content