Start a conversation

Chat enables you to ask questions specific to the documents added to the AI model. You can adjust the available filters to focus on a specific document set if desired.

To start a conversation with Chat, perform the following procedure.

  1. In the Main Menu, select and then Chat.

  2. Optional. Apply filters to refine the document population as needed. As you apply filters, note the number in the Population count changes to reflect the refined document population. These filters apply to all prompts entered in the conversation until they are changed or reset. You can adjust filters as desired throughout a conversation.

    • Custodian: Search for or select specific custodians from the dropdown and click Apply.

    • File Type: Search for or select specific file types from the dropdown and click Apply.

    • Parent Date: Select a date modifier from the dropdown (default is On), enter a date, and click Apply.

      • If you select the Between modifier, enter two dates to identify the range.

    • Select Reset to remove all filters.

  3. At the bottom of the Chat page, select a suggested prompt or type your own in the prompt box and press Enter.

    Tip: Suggested prompts are there to help get you started. Modify them as needed for your project.

    • You can see the Chat response below your prompt, along with citations and referenced document IDs.

    • If you applied any filters, click Filters Applied to see the filters used to refine the population for that response.

    • Hover over a citation number to display a popup with the highlighted quote from the source document.

    • Select the citations or document ID references to review them in the Document Viewer.

    • Click View References to open a list of all referenced documents for that response.

    • To return to your conversation, in the Main Menu, select Chat.

  4. Ask follow-up questions as needed to continue your conversation.

Tip: To maintain clarity and relevance, keep each conversation focused on a single topic.

  • If you need to start a new topic, click New Chat.

  • To return to a previous discussion, select History.