Using Chat
Query your documented processes, generate reports, and get answers with citations.
The Chat interface provides a natural language layer over all your documented processes, generated SOPs, gap analyses, and uploaded business documents. Think of it as a knowledgeable assistant that has read every document in your project and can answer questions with citations to the source material.
Querying Your Knowledge Base
1
Click Chat in the left sidebar and start a New Chat.
2
Select your sources from the Collections panel on the right. You can choose specific collections to focus the AI on relevant documents, or leave it on "Auto-select sources" to let the AI decide.
3
Ask your question. The AI will search through your documents, reason through the answer, and provide a response with clickable citations that link directly to the source page or section.
Advanced Features
- Web Search — Toggle on to supplement answers with external knowledge (frameworks, best practices, industry standards).
- Deep Research — For complex questions that require reading across many full documents, enable Deep Research. This deploys multiple agents to thoroughly analyze your data (takes 1–5 minutes).
- Download Responses — At the bottom of any chat response, click Download as Document to export as a Word file. Tables can be downloaded as Excel.
- Saved Prompts — Click Agents to access reusable prompt templates for common queries. You can create and share your own.
- Citations — Click any citation in a response to open the source document at the exact relevant page, so you can verify the information and dig deeper.
Tip
Upload any business documents — ERP manuals, compliance policies, training materials, vendor contracts — into collections. This gives Chat full context of your business operations, not just the workflows you have recorded.