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AI Assistant

Company AI is your intelligent assistant that understands all your documents. Ask questions in plain English and get instant answers with source citations.

Getting Started with AI Assistant

Company AI understands your entire document collection and can answer questions, provide insights, and help you find information quickly - all using natural language.

How to Use Company AI

  1. Navigate to Company AI in the sidebar
  2. You'll see a chat interface - start typing your question
  3. Press Enter or click Send
  4. Get instant answers with source citations

Try These Questions:

Example:

"What are my top 5 vendors by total spend?"

Example:

"Show me all invoices from last month"

Example:

"Find invoices with amount greater than $10,000"

Document Insights

Company AI can help you with various types of analysis and insights:

Finding Information

Quickly locate specific documents or data without manual searching. Ask "Find all invoices from Vendor X" and get instant results.

Getting Summaries

Get high-level overviews of your documents, spending patterns, or vendor relationships without reading every document.

Analyzing Trends

Understand spending patterns, identify trends, and see how metrics change over time across your documents.

Comparing Data

Compare vendors, time periods, or document types to make informed decisions based on your data.

Source Citations

Every answer from Company AI includes source citations, showing exactly which documents were used:

  • Source Numbers: References like [Source 1], [Source 2] appear in the answer
  • Clickable Links: Click on any source to view the original document
  • Relevance Scores: See percentage scores showing how relevant each source is to your question
  • File Names: View which specific documents were used to generate the answer
  • Verification: Always check source documents to verify important information

Example Response: When you ask "What are the top vendors?", Company AI will list vendors with amounts, cite sources like [Source 1, Source 3], and provide clickable links to the original invoice documents.

Conversation History

Company AI remembers your conversation context, making follow-up questions easy:

Conversation Features

  • •Context Memory: Previous questions and answers are visible in your conversation
  • •Follow-up Questions: Ask "Show me details for the first one" after getting a list
  • •Natural Flow: Build on previous answers - no need to repeat context
  • •Markdown Formatting: Responses use formatting for clarity - bold text, lists, and tables

Best Practices

1.

Use Natural Language: You don't need special syntax. Just ask naturally like "What are the top vendors?" or "Show me invoices from Vendor ABC"

2.

Be Specific: More specific questions get better answers. Include dates, amounts, or document types when relevant.

3.

Ask Follow-ups: Build on previous questions in the same conversation. Company AI remembers context.

4.

Check Sources: Always verify important information by clicking on source citations to view original documents.

5.

Start Broad, Then Narrow: Ask a general question first, then drill down into details with follow-up questions.

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