> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/envelopes/how-to-use-the-ai-assistant-in-envelopes.md).

# 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.

{% hint style="info" %}
You can ask about envelope status. For example, completed or not completed.
{% endhint %}

### 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

4. To close the panel, click the **AI assistant** icon again.

You can also click the close icon in the top-right corner <a class="button secondary" data-icon="xmark-large"></a>.

{% columns %}
{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Felv6wlIt5ef8VQ7XfFL5%2Fimage.png?alt=media&amp;token=b62f8c69-b90c-4dda-999e-52ecbe83d4ea" alt="" width="375"><figcaption></figcaption></figure>

{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FkBRhqxpC7KAo6mLBoxoQ%2Fimage.png?alt=media&amp;token=00d2a489-cd6f-46a4-b524-9fd00f7e7e5d" alt="" width="232"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="warning" %}
The AI assistant icon is visible only if you have required permissions.
{% endhint %}

### Ask questions

Click one of the suggested questions or type your own message and click the **Send** <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FndKjHxnlDabm97iGnTLX%2Fimage.png?alt=media&amp;token=8a285b44-16a1-4450-a653-06ebe64f68ff" alt="" data-size="line"> icon.

{% columns %}
{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FEKr4gihMSxNRXS5AqbqG%2Fimage.png?alt=media&amp;token=abe83095-8847-414a-ae48-55c075850b0c" alt="" width="223"><figcaption></figcaption></figure>
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F65S9wPn4EMv5Nva2BZ9H%2Fimage.png?alt=media&amp;token=d5a9e44d-2c52-4bf1-9666-cbb4310cd8da" alt="" width="223"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
The assistant answers only from the documents and data in the current envelope context.
{% endhint %}

### 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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://support.docstudio.com/user/envelopes/how-to-use-the-ai-assistant-in-envelopes.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
