The AI Chat Assistant is a powerful tool that lets you ask questions about your documents and get instant, AI-powered answers. It's designed to help you quickly find information without having to manually search through lengthy documents.
The above orange chat icon is available in the header anywhere on the app, within document editing, as well as on mobile devices.
Chat Interface
Ask questions in plain English and receive immediate responses. You can continue the conversation with follow-up questions to dive deeper into any topic.
Document Browser
Navigate your documents organized by deal folders, or use the search bar to quickly find any document across your entire workspace. Once you select a document, the AI focuses its answers specifically on that content.
Chat History
All your conversations are automatically saved, allowing you to:
- Return to previous chats anytime
- Resume conversations where you left off
- Delete old chats to keep things organized
Mobile Features
On mobile devices, you'll find enhanced capabilities including:
- Voice input mode: Tap the microphone to speak your questions instead of typing
- Auto-play responses: Toggle the speaker icon to have answers read aloud
- Optimized touch interface for easy navigation on smaller screens
Best Practices
To get the most out of the AI Chat Assistant:
- Be specific with your questions for more accurate answers
- Reference particular sections, clauses, or terms when asking about documents
- On mobile, use voice mode for hands-free operation while reviewing documents
Getting Started
- Click the AI Assistant icon to open the chat panel
- Either select a document from the browser or start typing to search
- Type your question (or speak it on mobile) and press Enter
- Review the AI's response and ask follow-up questions as needed
- Access your chat history anytime using the clock icon
Important Note: AI-generated responses are for informational purposes only. Always verify important information and remember that responses may occasionally contain inaccuracies.