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Document Chat

Document Chat allows you to upload documents and have AI-powered conversations about their content, making it easy to analyze, understand, and extract information from files.

Overview

Section titled “Overview”

Document Chat provides:

  • Upload and analyze any supported document
  • Ask questions about document content
  • Get AI-generated summaries and insights
  • Extract specific information
  • Suggested questions to explore

Accessing Document Chat

Section titled “Accessing Document Chat”

Click Document Chat (Docu-Chat) in the App Drawer section of the sidebar.

Using Document Chat

Section titled “Using Document Chat”

Starting a Session

Section titled “Starting a Session”

  1. Open Document Chat

    Navigate to Document Chat from the App Drawer.

  2. Upload a Document

    Click the upload area or drag and drop your document. Supported formats include:

    • PDF documents
    • Word documents (.doc, .docx)
    • Text files
    • Spreadsheets (.xlsx, .csv)

  3. Wait for Processing

    The document is uploaded and analyzed. Processing time depends on document size.

  4. Start Chatting

    Once processed, you can begin asking questions about the document.

Asking Questions

Section titled “Asking Questions”

Types of Questions

Section titled “Types of Questions”

You can ask various types of questions about your uploaded documents:

Summary Questions

Section titled “Summary Questions”
"Summarize this document"
"What are the main points?"
"Give me an overview in 3 sentences"

Specific Information

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"What date is mentioned in section 3?"
"Who are the stakeholders listed?"
"What is the budget amount?"

Analysis Questions

Section titled “Analysis Questions”
"What are the pros and cons discussed?"
"Are there any risks mentioned?"
"What recommendations are made?"

Comparison Questions

Section titled “Comparison Questions”
"How does this compare to the previous version?"
"What changed from the original proposal?"

Suggested Questions

Section titled “Suggested Questions”

After uploading a document, Document Chat suggests relevant questions based on the content. Click any suggestion to ask that question.

Working with Responses

Section titled “Working with Responses”

Source References

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Responses include references to specific parts of the document. You can:

  • See which sections informed the answer
  • Click references to view the relevant text
  • Verify accuracy against the source

Follow-Up Questions

Section titled “Follow-Up Questions”

Continue the conversation with follow-up questions:

Initial: "What are the budget items?"
Follow-up: "Which item has the highest cost?"
Follow-up: "Are there any items marked as optional?"

Requesting Different Formats

Section titled “Requesting Different Formats”

Ask for information in specific formats:

"List the action items as bullet points"
"Create a table of the costs mentioned"
"Summarize each section separately"

Supported Document Types

Section titled “Supported Document Types”
FormatExtensionsNotes
PDF.pdfText-based PDFs work best
Word.doc, .docxFull formatting preserved
Text.txtPlain text files
Excel.xlsx, .xlsSpreadsheet data
CSV.csvTabular data

Document Size Limits

Section titled “Document Size Limits”
  • Documents are processed up to the configured size limit
  • Very large documents may take longer to process
  • Complex formatting may affect processing

Use Cases

Section titled “Use Cases”

Contract Review

Section titled “Contract Review”
"What are the key terms and conditions?"
"When does this contract expire?"
"What are the penalties for early termination?"
"List all the obligations of each party"

Report Analysis

Section titled “Report Analysis”
"What are the main findings?"
"Summarize the recommendations"
"What data supports the conclusions?"
"Are there any limitations mentioned?"

Policy Understanding

Section titled “Policy Understanding”
"What does this policy require?"
"Who is covered by this policy?"
"What are the exceptions?"
"What is the effective date?"

Meeting Notes Review

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"What decisions were made?"
"List the action items and owners"
"What topics were discussed?"
"Were there any concerns raised?"

Comparing to AI Assistant

Section titled “Comparing to AI Assistant”
FeatureAI AssistantDocument Chat
Data sourceAll connected sourcesUploaded document only
Best forOrganization-wide questionsAnalyzing specific documents
ContextSearches across everythingFocused on the uploaded file
UploadAttach files to queriesDedicated document analysis

When to Use Each

Section titled “When to Use Each”

Use Document Chat when:

  • You have a specific document to analyze
  • The document is not in your connected sources
  • You want focused analysis without other sources
  • You need deep analysis of a single file

Use AI Assistant when:

  • You want to search across all sources
  • The document is already in The Vault or connected sources
  • You want to combine information from multiple documents
  • You have a general question

Best Practices

Section titled “Best Practices”

For Better Results

Section titled “For Better Results”
  • Use clear, specific questions
  • Reference specific sections when you know them
  • Start with general questions, then drill down
  • Verify important information against the source

For Long Documents

Section titled “For Long Documents”
  • Start with a summary to understand the structure
  • Ask about specific sections rather than the whole document
  • Use suggested questions to explore systematically
  • Take notes on important findings

For Complex Documents

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  • Break down complex questions into simpler parts
  • Ask one thing at a time
  • Request clarification if responses are unclear

Troubleshooting

Section titled “Troubleshooting”

Document Not Processing

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  • Check the file format is supported
  • Verify the file is not corrupted
  • Try converting to a different format (PDF often works well)
  • Check file size limits

Poor Response Quality

Section titled “Poor Response Quality”
  • The document may be image-based (scanned) rather than text
  • Complex formatting may affect text extraction
  • Try asking more specific questions
  • Rephrase your question differently

Missing Information

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  • The information may not be in the document
  • Try different phrasings
  • Check if the relevant section was processed
  • Verify the text is selectable in the original document

Next Steps

Section titled “Next Steps”