The AI Document Assistant summarizes files and answers questions using the Data Room's content. You can ask about one document or about the whole Data Room.

The AI Document Assistant must be turned on for the Data Room. Only users with Admin or the Manage Users & Settings permission can turn it on. Once it's on, any user with access to a file can ask about it.

Turn on the AI Document Assistant

Inside the Data Room, click the gear icon (Manage Users & Settings) in the left side panel, and select Settings.

  1. Open Additional Security, Features & Disclaimer.
  2. Select Enable AI Document Assistant.
  3. Click Save Changes.

Ask about the whole Data Room

  1. Inside the Data Room, click Ask AI in the top-right corner, above the file list.
  2. Enter your question, then press Enter.

The answer lists its source documents. Click a source to open it in a new tab. Earlier questions and answers stay in the panel the next time you open it.

To close the panel, click the X in its top-right corner.

Ask about one document

  1. Open the file in the document viewer.
  2. Click Ask AI.
  3. Enter your question, then press Enter.

Which files the AI Document Assistant can read

The AI Document Assistant can read these file types:

  • PDF: .pdf
  • Word: .doc, .docx, .docm, .dotx, .dotm
  • Excel: .xls, .xlsx, .xlsm, .xltm, .csv
  • PowerPoint: .ppt, .pptx, .pptm
  • OpenDocument: .odt, .ods, .odp
  • Text: .txt

Note: AI answers may be inaccurate. Check them against the source document.