AI Document Assistant Pane
The AI Document Assistant pane allows the user to send predefined prompts or free-text prompts to an AI model to receive document-based answers.
The AI document pane appears in the home ribbon menu of a document view if this feature is active and enabled for the category the user is viewing. It is grouped under Integrations. Administrators can find more information about configuration in the Therefore™ Solution Designer manual:
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Note: OCR Currently, no OCR is performed on reference files. For that reason, only text contained in reference files can be considered in answers provided by the AI Document Assistant. |
Prompts
Opening the pane displays a welcome screen with clickable predefined prompts. After selecting it, users can edit the prompts in the input pane before sending them.
Show less prompts / show more prompts (toggle)
Show either more or less predefined prompts.
Users can take the following actions while interacting with the AI Document Assistant:
| Function Icon | Description |
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Predefined Prompts Shows a pane listing all prompts that are predefined for this category. |
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Reset Conversation
Starts a new conversation. This action deletes all added reference files. |
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Copy Prompt /Answer Copies the prompt or answer to the clipboard. |
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Edit Prompt Copies the prompt to the input field where the user can edit it. |
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Add Reference files The currently viewed file of the document is automatically added as a reference when the user sends a prompt. Using this button, additional reference files can be added. Additional reference files can be added as long as they are saved to a category that has the AI Document Assistant enabled and the respective document is open in the Therefore™ Viewer. Regarding the total number of reference files, all files from the current document can be added. On top of that, 10 additional reference files can be added. |
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View Reference files Shows the reference files that are added for the current conversation. |
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Send Prompt Sends the prompt in the input window to Microsoft Foundry to be processed by the selected LLM model. |
Input Window (window)
Selected prompts are copied into this window before sending, allowing the user to edit them. It is also possible to type free-text prompts in this window.