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Chat & Conversations

The Chat feature lets you ask questions about your documents and get AI-powered answers with citations.

Starting a Conversation​

  1. Open a project with uploaded documents
  2. Click New Conversation or use the chat input at the bottom
  3. Type your question and press Enter or click Send

How It Works​

When you ask a question, Citemark:

  1. Searches your project's documents for relevant content
  2. Analyzes the matching sections using AI
  3. Generates a comprehensive answer
  4. Cites the specific documents and pages used

Writing Effective Questions​

Be Specific​

  • ✅ "What is the maturity date for the Series A bonds?"
  • ❌ "Tell me about the bonds"

Provide Context​

  • ✅ "According to the 2024 Official Statement, what are the debt service requirements?"
  • ❌ "What are the requirements?"

Ask One Thing at a Time​

  • ✅ "What is the bond rating?"
  • ✅ "Who is the trustee?"
  • ❌ "What is the bond rating, trustee, and maturity date?"

Understanding Responses​

Citations​

Responses include citations linking to source documents:

The issuer's total outstanding debt is $45 million. [Official Statement, p.12]

Click on citations to:

  • Open the document viewer
  • Jump to the exact page
  • See the highlighted source text

Confidence Indicators​

The AI may indicate uncertainty:

  • "Based on the available documents..."
  • "The documents do not explicitly state..."
  • "This information was not found..."

Conversation Management​

Viewing Past Conversations​

  1. Click the Conversations tab in the sidebar
  2. Select a conversation to continue it
  3. Previous context is maintained

Renaming Conversations​

  1. Hover over a conversation in the list
  2. Click the edit icon (✏️)
  3. Enter a descriptive name
  4. Press Enter to save

Deleting Conversations​

  1. Hover over a conversation
  2. Click the delete icon (🗑️)
  3. Confirm deletion
note

Deleting a conversation does not affect your documents.

Tips for Better Results​

Build Context Gradually​

Start with broad questions, then drill down:

  1. "What documents do I have about the water system?"
  2. "What is the water system's current capacity?"
  3. "What capital improvements are planned for the water system?"

Reference Specific Documents​

If you know which document contains the answer:

  • "In the Engineering Report, what are the projected costs?"
  • "According to the Financial Statements, what is the net revenue?"

Ask Follow-Up Questions​

The AI maintains conversation context:

  • You: "What is the total debt?"
  • AI: "The total debt is $45 million..."
  • You: "When does it mature?"
  • AI: "The debt matures in 2030..." (understands "it" refers to the debt)

Verify Important Information​

For critical decisions:

  • Click citations to verify source material
  • Cross-reference multiple documents
  • Consult with subject matter experts

Limitations​

What the AI Can Do​

  • ✅ Search and summarize document content
  • ✅ Answer questions based on uploaded files
  • ✅ Compare information across documents
  • ✅ Extract specific data points

What the AI Cannot Do​

  • ❌ Access information outside your uploaded documents
  • ❌ Make legal or financial recommendations
  • ❌ Guarantee 100% accuracy
  • ❌ Access real-time or external data

Troubleshooting​

"I couldn't find relevant information"​

  • Ensure documents have finished processing (✅ status)
  • Rephrase your question with different keywords
  • Check if the information exists in your documents

Slow Responses​

  • Complex questions may take longer
  • Large document sets require more search time
  • Check your internet connection

Incorrect Citations​

  • Verify by clicking the citation link
  • Report issues to your administrator
  • AI interpretation may occasionally differ from source