How to use AI features in UpLink

Discover how to leverage the powerful AI features in UpLink.

Pre-requisites:

UpLink - AI-powered PBC

Video tutorial

Magic Find 

• Type a question into the search bar, and UpLink retrieves ranked answers based on client-provided documents.
• Eliminate the need to manually sift through files, saving time and effort.
• Ensure precise insights by analyzing existing engagement data.

AI Queries

• Set up AI Queries during engagement creation manually or via an Excel template.
• Queries automatically run in the background as documents are submitted.
• Answers are ready for review as soon as files are uploaded, speeding up validation.
• Simply type in ad hoc queries in the document panel and apply them across multiple documents within a request.

Automatic Document Summaries

• Automatically generated AI summaries help assess long, text-heavy documents quickly.
• You can see a high-level overview of document content before deeper analysis.
• It is available for all documents marked In Review, offering instant pre-validation.