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Using Ask AI chat on the contract page

Ask AI chat lets you ask contract-specific questions and get instant answers without scrolling or searching.

Table of contents

Turn it on/off

This feature is on by default for all organization (besides Canada for now), but if your admin needs to turn this on or off, they can go to Settings >AI and Workflow Options > AI Chat and turn on/off the Ask AI chatbot.

Any Admin or Department Admin can turn these features on or off for your entire account.

Using Ask AI Chat:

Open a contract in ContractSafe.

Click the Ask AI icon in the contract page action menu.

 

Type your question or use the suggested ones, such as:

  • “What’s the renewal date?”
  • “List the termination clauses.”

AI chat

View and respond to the AI’s response in the chat panel.

Notes:

  • AI chat currently only works on the contract you have open. It won't be able to answer questions across multiple contracts (Yet).
  • Please note that larger contracts may take longer to process, and AI chat currently only supports contracts up to ~100 pages. The cutoff depends on the overall file sizes and page count, and generally the chatbot isn't as helpful around that threshold (for now). 
  • Your chat record on the contract is not saved, so be sure to copy/paste anything you need before closing out the window.
  • This feature is available in all regions except Canada (for now).