After retrieving the list of documents (as seen in the Retrieved Documents section), you can initiate a chat session based on the selected document by following the below steps:
Check the box next to the Document name you want to chat with.
You will see a “Start Chat” button located below the Selected Documents panel.
Click the Start Chat button
Once you click "Start Chat", the document opens in a new tab, and you are directed to the AI Chat tab.
In the chat field, type a question related to the document, such as “What are the payment terms?” or “Who are the parties involved?”
Click the send icon to submit your question.
Once submitted, Numero AI will review the document and deliver a relevant response.
What's NextCheck Common Use Cases for AI Chat with a Documents (Internal Docs) for in-depth guidance. It covers how you can extract tables, summarize contract details, and organize unstructured data efficiently.