Chat AI is a powerful feature in Docsumo that allows you to ask questions about your documents and receive relevant information from the document in response.

Here's how you can use Chat AI effectively:

Prompts and Suggestions for Asking Questions:

To make the most of Chat AI, consider these rules and suggestions for asking questions effectively:

  • Be Specific: Ask precise questions to get focused answers. For example, "What is the total revenue for Q3 2023?" instead of "Tell me about revenue."
  • Use Keywords: Include important keywords related to your query. For instance, "Show me the customer contact details" rather than "Customer info."
  • Avoid Ambiguity: Keep your questions clear and unambiguous. A question like "What's the status?" might lead to unclear responses.
  • Provide Context: If needed, provide context for your question. For example, "In the invoice dated March 15, 2023, what's the payment status?"
  • Use Document Specifics: Reference the document you're working on. For instance, "In the contract document, explain the termination clause."
  • Ask Open-Ended Questions: Instead of yes/no questions, opt for open-ended ones. For instance, "Explain the key terms in the agreement."

By following these guidelines, you can maximise the effectiveness of Chat AI and quickly retrieve valuable insights from your documents.

Follow these Steps to Access and Use Chat AI in your Account

Step 1: Access Chat AI Tab:

  • Start by opening your document on the review screen.

Step 2:Navigate to Chat AI:

  • At the top left corner, click on the "Chat AI" tab.

Step 3: Type Your Question:

  • In the side navigation that appears, you'll find a text box at the bottom of the page. Type your question here.

Step 4: Submit Your Question:

  • Hit "Enter" to submit your question.

Step 5: Receive Response:

  • Your response should arrive within moments. Chat AI will provide information from the document that is relevant to your question.

Step 6: Information Reference:

  • With the response, you also receive an "Information Reference" option. This allows you to identify from which part of the document the output was generated.

By following these guidelines/steps, you can maximise the effectiveness of Chat AI and quickly retrieve valuable insights from your documents.