AI Assistant helps you work with an envelope faster.
It summarizes documents and answers questions in the envelope context and uses both document content and envelope metadata.
For example:
sender
recipients
timestamps
You can ask about envelope status. For example, completed or not completed.
Enable or disable the AI assistant panel
Open an envelope.
In the top-center, click the AI assistant icon.
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The AI assistant chat panel opens.
When you open it for the first time, you will see:
a short overview of the envelope documents
suggested questions
Click to view the screenshot...
To close the panel, click the AI assistant icon again.
You can also click the close icon in the top-right corner .
The AI assistant icon is visible only if you have permissions.
Ask questions
Click one of the suggested questions.
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Optional: type your own message and click icon.
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The assistant answers only from the documents and data in the current envelope context.
Conversation history
If you open the assistant again within 24 hours, you will see the conversation history.
If more than 24 hours passed, the conversation starts over.
