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How do I ask questions about my documents?.

Learn how to ask questions in Chat and use @mentions to reference the right documents.

M
Written by Moto Mo
Updated over a month ago

Asking questions in Chat

Open a new chat and ask questions in plain language. The Agent analyzes the documents and responds with answers that cite specific sources.

Example questions

  • "What are the key terms in this lease?"

  • "What changed between the original lease and the amendment?"

  • "Which leases have above-market rent escalation clauses?"

Using @mentions

@mentions specify which Projects or Collections the Agent should reference:

  1. Type @ in the chat (with a space before it)

  2. Select a Project or Collection from the menu, or search by name

  3. Ask the question

Examples

  • "@Retail Leases Which active leases have renewal deadlines in the next 90 days?"

  • "@Lease Amendments What material changes were made to the original terms?"

Tips for better Answers

  • Be specific about what's needed

  • Reference the right scope:

    • @Project for broad questions

    • @Collection for focused ones

  • Ask follow-up questions to drill deeper

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