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How to Use the AI Assistant in Envelopes

This document explains how to use the AI Assistant within an envelope, including how to open the assistant, ask questions, and view conversation history.

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.

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You can ask about envelope status. For example, completed or not completed.

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Enable or disable the AI assistant panel

  1. Open an envelope.

  2. In the top-center, click the AI assistant icon.

  3. 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

  1. To close the panel, click the AI assistant icon again.

You can also click the close icon in the top-right corner .

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The AI assistant icon is visible only if you have required permissions.

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Ask questions

Click one of the suggested questions or type your own message and click the Send icon.

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The assistant answers only from the documents and data in the current envelope context.

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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.

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