Ask a question and get an answer from your own files

What moves

The Copilot retrieves the passages of your uploaded documents that match a question and writes an answer only from them, naming the source documents.

Before you start

• Documents and AI Copilot in your plan
• An embeddings provider set up for your company
• Ask your documents not switched off for your company
• The ask-your-documents feature switched on

Step by step

1. Tenant adminAI Copilot

   Nominates an embeddings provider and key in Settings, AI, Embeddings.

   You see:New uploads are indexed by meaning from the next upload.

2. Documents userAI Copilot

   Asks what the refund window is in the standard customer contract.

   You see:The Copilot proposes the Ask your documents look-up and shows a card.

3. Documents userDocument Management

   Presses Run.

   You see:The matching passages are retrieved from files the person may read.

4. SystemDocument Management

   Builds the answer only from those passages and lists the source documents.

   You see:The answer cites its sources, or says it does not know when nothing answers the question.

Related

• AI Copilot
• Document Management
• Ask about assets and check them in and out
• Ask about campaigns, creators and consent
• Ask about leave, or file and approve it, by conversation
• A manager clears every queue waiting on them in one pass
• An admin hands a developer a limited assistant token
• Connections between modules