Chat with PDF
Upload and interact with PDF, PowerPoint, and Word documents using AI-powered natural language conversations.
Table of Contents
Overview
Chat with PDF allows you to upload PDF, PowerPoint (PPTX), and Word (DOCX) files up to 100MB and interact with them through natural language conversations. Instead of manually reading through entire documents, simply ask questions and get clear, concise answers. The AI can provide summaries, find specific information, and help you understand your documents quickly and efficiently.
Access Path:
- Login to the Platform
- Navigate to Applications
- Select the Productivity tab
- Click on Chat with PDF
Key Features
- Upload and analyze PDF, PPTX, and DOCX files up to 100MB
- Have natural conversations about your document content
- Assign specific AI roles for targeted analysis
- Share and collaborate on documents
- Add custom prompts for specific insights
Getting Started
Follow this simple workflow to start analyzing your documents with AI assistance.
Workflow Steps
- Upload your document with title and description
- Configure AI role and custom prompts
- Start chatting with your document using natural language
- Share your analyzed documents with team members
File Requirements: Supports PDF, PPTX, and DOCX files up to 100MB
Upload Process
The upload process consists of three simple steps to configure your document for optimal AI analysis.
Upload Steps
Upload File & Title
Add Description
Assign Role
1. Upload Your Document
Start by clicking 'Upload Document' and select your file. Provide a descriptive title to help identify the document later.
Upload Requirements:
- Maximum file size: 100MB
- Supported formats: PDF, PPTX, DOCX
- Title is required for identification
2. Add Description
Provide a detailed description (minimum 30 characters) explaining what your document contains. This helps the AI understand the context and provide better analysis.
Description Requirements
- Minimum 30 characters required
- Describe what content the document contains
- Include context about purpose, time periods, etc.
3. Assign AI Role
Assign a specific role to the AI assistant to guide how it analyzes your document. You can choose from predefined roles or create a custom one.
Available AI Roles
- Technical Assistant - for technical documents and specifications
- Legal Specialist - for legal documents and contracts
- Academic Helper - for research and educational content
- Financial Analyst - for financial reports and data
- Custom Role - define your own specialized role
Add custom prompts for specific insights: Add specific questions or prompts you want the AI to focus on during analysis
My Documents
The My Documents tab displays all your uploaded files in an organized table format with comprehensive management options.
My Documents Features
- View all your uploaded documents
- Upload new files easily
- Search and sort your files
- Manage document access and sharing
Table Structure
The table provides a comprehensive view of all your documents with detailed information and action options.
Table Columns
- URL: Copy shareable link for the document
- Updated: Shows last update time and user
- Source: File name, title, and description with download option
- Status: Processing status (Finished/In Progress)
- Actions: Available actions for the document
Status Indicators: Finished means ready for chat, In Progress means still processing
Search and Sort
Use the search bar to find documents by title or description. Click column headers to sort your files in ascending or descending order.
Search Functionality
Sort Functionality
Search Options
- Search by document title
- Search by description content
- Search by original filename
Sort Options
- Sort by last updated time
- Sort by filename or title
- Choose ascending or descending order
Document Actions
Each document has multiple action options available in the Actions column for comprehensive management.
Available Actions
- chat_pdf_chat_action: Start a conversation with your document
- chat_pdf_share_action: Share the document with others
- chat_pdf_delete_action: Remove the document permanently
Chat Functionality
Click the Chat action to start an interactive conversation with your document. The AI will provide detailed analysis and answer questions in natural language.
Chat Features
- Ask questions in plain English
- Get detailed summaries and explanations
- Discover key insights and information
- Ask follow-up questions for deeper understanding
- Provide feedback with thumbs up/down
- View citations and source references
Example Queries:
- What are the main points in this document?
- Summarize the key findings from this report
- What recommendations are made in this document?
Share Features
Share your analyzed documents with team members or external collaborators using flexible access control options.
Sharing Options
- Anyone with Link (No Authentication): Anyone with the link can view without logging in
- Anyone with Link (Login Required): Anyone with the link can view but must be logged in
- Business Users Only: Only users in your business can access
- Restricted Access: Only selected users can access the document
Delete Documents
Permanently remove documents from your account. This action cannot be undone, so please confirm before proceeding.
Warning: Deleting a document is permanent and cannot be undone. All associated chat history will also be lost.