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Included in Better

AI Chat

AI Chat lets reviewers ask grounded questions against document content while preserving source context.

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ToolboxBrowse the capability directoryWorkflowAI knowledge baseAPIRoutes, scopes, and recipesProofRedaction verification

Problem

Teams need fast answers from long PDFs without losing the page references needed for review and verification.

Use

Ask questions against selected documents and return answers with source citations.

Evidence plan

What this unlocks

  • Ask questions about your PDF
  • Inspect without modifying the source document
  • Better package access keeps the path explicit

Workflow

Explore the workflow
Simple pathNIST Cybersecurity Framework 2.0

Cited framework answer

Ask one grounded question, review the cited pages, and save the answer for a compliance note.

  1. 1Upload or select the framework
  2. 2Index text
  3. 3Ask a scoped question
  4. 4Review citations
  5. 5Export the answer

Tool chain

AI ChatKnowledge SearchAI Summarize
Cited answerSource snippetsReviewer note
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Ask questions about long PDFs
  • Find clauses or facts with citations
  • Route answers into review or compare workflows

Workflow steps

  1. 1Select documents for the chat context
  2. 2Ask focused questions
  3. 3Follow citations back to the source pages

Outputs

  • Cited answer
  • Source snippet list
  • Reusable review thread

Review checks

  • Require citations for material answers
  • Open source pages before acting on generated text
  • Use OCR first for scanned inputs

API

Endpoint family: /v1/ai, /v1/search, /v1/documents
POST/v1/rag/searchPOST/v1/ai/chatGET/v1/forensics/{document_id}/standards-preflightPOST/v1/forensics/{document_id}GET/v1/forensics/{document_id}/evidence-bundlePOST/v1/ai
  • Send explicit document context for each request.
  • Preserve citations in downstream systems instead of storing only the generated answer.
Integration overview

Limits

Availability
Included in Better
Readiness
beta
Automation
Single-document workflow

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof

Evidence

Redaction verification

3 API

Evidence that sensitive text was removed from the generated PDF rather than covered by a visual overlay.

View proof

Evidence

Preflight reports

3 API

Standards, accessibility, metadata, and archival checks packaged as a reviewable publishing report.

View proof

Evidence

Evidence bundles

3 API

A packet of generated files, findings, screenshots, route history, and linked source documents for audits or handoffs.

View proof

Evidence

Decision logs

3 API

Reviewer choices, comments, citations, approvals, and exceptions captured alongside the document workflow.

View proof

Public example workflows

Integration overview
Simple

Cited framework answer

NIST Cybersecurity Framework 2.0

Ask one grounded question, review the cited pages, and save the answer for a compliance note.

Proof artifacts

Cited answer, Source snippets

Complex

Compliance evidence pack

NIST Cybersecurity Framework 2.0

Preflight a standards PDF, inspect hidden structure, validate trust signals, route findings, and export an evidence bundle.

Proof artifacts

Preflight report, Trust verdict

Roles and use cases

Research and knowledge teams

AI Knowledge

Chat with document sets using grounded citations and summaries.

Connected tools

AI Summarize, Knowledge Search, Finding Clusters

Citation evidence: Cited answerGenerated artifact: Summary artifact

Legal and review teams

Legal Ops

Prepare evidence-ready PDFs and review packages.

Connected tools

Compare PDFs, Signature Center, Redact & Remove

Decision history: Compare review decisionsAudit record: Provenance ledger

Governance and compliance teams

Compliance / Audit

Validate standards, signatures, audit trails, and retention posture.

Connected tools

Standards Preflight, Trust Chain Validation, Retention + Redaction

Preflight report: Standards preflight reportVerification result: Trust-chain verdict