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Documentation Index

Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

A session bundles together an entity (a CUSIP or obligor), a set of attached documents, a thread of questions and answers, and any follow-up state. Sessions are persistent: come back weeks later and the whole conversation, document selection, and feedback history are still there.

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Creating a session

In the Deep Dive sidebar, enter a CUSIP or entity name and submit. A new session opens on the right. You can also enter Deep Dive from:
  • A Security page (uses that CUSIP).
  • A document in the file viewer (pre-scopes the session to that document).
  • A Surveillance event (pre-scopes to the event’s documents and years-back setting).
When a session is created, the platform:
  • Resolves the CUSIP to its issuer and obligor.
  • Attaches the disclosure documents we have for that entity.
  • Applies default document filters.
  • Opens the session and focuses the question box.
You can deep-link into a new session at /munis/credit-intel?cusip=<CUSIP>.

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Layout

  • Sidebar: every session you’ve created, grouped by entity. Click any card to switch. Rename or delete from the hover menu.
  • Header bar: entity name, CUSIP, session ID, last activity, and the document filter bar.
  • Conversation area: your questions and the agent’s answers. Each agent response shows:
    • A timeline of the steps it took (which documents it searched, which it read in full).
    • The answer with inline citations linking to source pages.
    • Feedback buttons to flag good or bad answers.
    • An Export button to save as PDF or DOCX.

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Asking questions

Type in the chat box and press Enter. The agent will:
  1. Decide which attached documents are relevant.
  2. Retrieve and read the most relevant passages.
  3. Draft an answer that quotes or paraphrases them, with citations.
Each citation is a link that opens the source document on the cited page. Follow-up questions share the same retrieval context, so you can drill in without re-establishing scope.

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Slash commands

Type / in the chat box to open the command menu. Today it surfaces run-prompt. See Using prompts.

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Attaching extra documents

Click the paperclip next to the chat box to open the Upload modal. From here you can:
  • Upload a new file (PDF or other supported types). Uploads are scoped to your organization and saved to your personal library so you can reuse them on other sessions.
  • Pick from your library to attach a document you or a teammate uploaded earlier.
Attached documents take part in retrieval immediately and are persisted with the session.

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Cancelling, retrying, deleting

  • While the agent is working, click stop to cancel. The conversation rolls back to the state before your last question and your text is restored in the input.
  • If a query fails, the response has a Retry action to re-run the same question.
  • To delete a session, hover its card in the sidebar and click the trash icon. Deleted sessions can’t be recovered.

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Feedback

Below each agent response there are 👍 / 👎 buttons. Use them. Your feedback feeds our evaluation harness and is how we improve the agent on the credits you actually work with.