In SEC Filings repository, you can simultaneously initiate a chat session with multiple documents, allowing for comparison and analysis across various documents. Here’s how you can start a chat with multiple documents:
Steps to Initiate a Chat with Multiple Documents:
Select Documents:
In the document repository, select the documents you wish to chat with by checking the boxes next to their names. For example, in this scenario, four documents have been selected for comparison.
Start Chat:
After selecting the documents, the START CHAT button becomes available next to the Filter button. Click START CHAT to initiate a chat session with the selected documents.Chat Session Interface:
Once you click START CHAT, a new interface opens with all the selected documents listed on the right side under Selected Documents. The AI will respond to any queries based on the selected documents.Ask Your Question:
In the chat field, type your question (e.g., "Compare the revenue for all these documents"). The AI will analyze the selected documents and provide a detailed response, comparing data across the documents or providing specific insights based on your query.View and Compare Results:
The AI response may include tables or text that highlight key comparisons, such as a Revenue Comparison across the selected companies or filings. The document names are clickable, allowing you to view the original documents directly for further analysis.
Bookmarking, Copying, and Providing Feedback on Responses
In the AI chat interface, you can interact with responses using the following features:
Bookmark: Click the bookmark icon to save a response for quick reference later.
Copy: Use the copy icon to easily share or paste the response text into other documents.
Dislike: If the response is inaccurate or unhelpful, click the thumbs-down icon to provide feedback, helping to improve future responses.