AI Task

Access the AI Task section from the top bar after selecting an AI Assistant.

Info
The full task list is shown here. Some tasks may be disabled depending on the data the assistant has access to.
ai task menu

AI Tasks group features for requesting information in different ways.

  • Search allows you to ask a question to the assistant, which will answer you with references to the data sources provided.
  • Chat enables a conversational interaction with the assistant, returning answers with document references. The chat resets on page close or refresh.
  • Data Extractor allows you to retrieve structured information from unstructured documents by defining specific entities and data schemas, simplifying data extraction for efficient, actionable insights. You can export results in CSV format for further use.
  • Report Generator — Write text.
Note
To create an AI Assistant, see the Create an AI Assistant section.