Contracts AI

How do I start a chat session?

Start a new AI chat from the Home page. Open Home, type or select a prompt, and begin a conversation so the AI can answer questions using your contract data.

You can start a new AI chat from the Home page and from contract detail via the Ask sidebar.

From Home

  1. Go to Home page by clicking on the Contracts AI icon (top left).
  2. Click in the prompt input or choose one of the Get Started questions.
  3. Type your question (e.g. “List contracts expiring in the next 60 days”) and send.
  4. The AI responds; you can keep asking follow‑up questions in the same session.

Sessions appear under Chat History so you can return to them later.

From contract detail

Open the Chat Sidebar from a table or a contract detail page to ask questions about specific contract(s). Those conversations are also available in Chat History when linked to a contract.

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