Use the AI Queries to ask specific questions, receive answers with references to sources, review AI generated answers and summaries and approve or modify answers if needed
Queries/Expectations
- Standard queries (called Expectations in the Excel Template) allow you to predefine queries for the files that will be uploaded by your client.
- These can be added any time in the lifecycle of the request, whereas ad-hoc queries can only be asked once a file has been uploaded.
Ad-hoc Queries
- Ad-hoc queries are created within the file preview.
- You can ask a question about the document and the answer will appear in the right-hand section of the file preview with a link to the source.
- Ad-hoc queries are currently not saved and the answers cannot be modified.
- When you download the file from the preview, the ad-hoc query results will be annotated on the file, but this will not be on the annotations obtained using the export feature.
- Ad-hoc queries can be promoted to an expectation, which will apply to all the files and will be included on the file export, by clicking the Arrow icon .
The AI provided answers to standard queries are stored and appear for the entire engagement team, but not the client users. The AI-provided answers to standard queries can also be modified, which will change the answer to the query to the answer you provide. This will update the PDF annotations and this new answer will be what is recorded in the workpaper download as well.