Understanding the Ask Feature
DocuAsk's core functionality revolves around its ability to answer questions about your documents. The Ask feature uses advanced AI to understand your questions and find relevant information in your documents.
Asking Questions About Your Documents
To ask questions about your documents:
Navigate to the Ask section: Click on the Ask icon in the left navigation menu.
Select your document(s): Choose the document or documents you want to query from the dropdown menu.
Enter your question: Type your question in the text input field at the bottom of the screen.
Submit your question: Click the "Submit" button or press Enter to send your question.
Review the answer: DocuAsk's AI assistant will provide an answer based on the content of your selected documents.
Understanding the Chat Feature
DocuAsk's bonus functionality lives in its ability to not only answer questions about your documents, but enact complex research tasks alongside you. Sage (our Chat Agent) aims to help you spend more time discovering and less time passively reading and consuming.
Using Sage with your Documents
To ask questions about your documents:
Navigate to the Chat section: Click on the Chat icon in the left navigation menu.
Give access to your docs: If you want to give Sage the option to search, read and query your documents, select the toggle 'Document Search', otherwise Sage can answer your questions just like ChatGPT.
Enter your question: Type your question in the text input field at the bottom of the screen.
Review the answer: Sage, will provide the best possible answer, review it and continue the conversation as desired
Tips for Effective Questioning
To get the most accurate and helpful answers from DocuAsk, consider these tips:
Use specific language: As mentioned in the Pro Tips, using specific language will help DocuAsk find relevant information in your documents.
Ask follow-up questions: Don't hesitate to ask follow-up questions to dive deeper into a topic.
Compare information: Try comparing information across multiple documents for comprehensive insights.
Reference specific sections: When applicable, mention specific page numbers or sections to narrow down the search.
Advanced Query Options
DocuAsk offers advanced options to refine your queries:
Advanced settings: Click the "Advanced" button to access additional query options.
Custom search terms: Enable custom search terms to focus your query on specific concepts.
Meta instructions: Provide additional instructions to guide the AI's response format.
Number of references: Adjust the number of references the AI should consider when answering.
Minimum similarity score: Set the threshold for how closely a document section must match your query to be considered relevant.
Document vs. Summary Mode
When viewing documents in the Ask section, you can toggle between two modes:
Document mode: View the full document while asking questions.
Summary mode: View a summary of the document while asking questions.
By mastering the Ask feature, you'll be able to quickly extract valuable information from your documents without having to read through them entirely.