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
- Go to Home page by clicking on the Contracts AI icon (top left).
- Click in the prompt input or choose one of the Get Started questions.
- Type your question (e.g. “List contracts expiring in the next 60 days”) and send.
- 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.
Did this answer your question?