The Workspace AI chat
Open AI Chat from the top bar to search and update cases, run bulk work, place template fields visually, manage automations, and get product answers — by describing what you want in plain language.
If you've just finished setting up your first workspace, you've already seen the AI Chat button — it sits in the top bar of every page (there's also a chat panel on the right of most pages). You don't need it to use Document Blueprint, but it's not a gimmick either: the chat is an operator for your workspace that does real work. Describe what you want in plain language and it acts with the same data and rules as the rest of the app.
What the chat can do
Find and update case data. Search cases by address, identifier, or any field ("find the 5 cases closest to me"), open one, update fields, add notes, set reminders, or move cases between mailboxes — including in bulk ("move every case with no documents to Archived").
Bulk form work. Paste or upload a roster (spreadsheet or CSV) and have the chat fill a form template once per row — "here is a list of students and their grades, fill out 200 forms with each student's name."
Place template fields visually. Tell the chat which fields a template needs and where they belong, and it places them on the document for you — see below.
Work with documents. Read the text of a PDF on a case, find which templates match a file, attach files to cases, and run a template on a case file.
Manage automations. List, create, pause, or update the rules that route incoming email and Drive files into your workflow, and diagnose why a document didn't ingest.
Compose emails. Draft a Gmail message with the right case files attached — the chat composes a real draft in your Gmail; you review and press Send yourself.
Answer product questions. The chat searches this help center and answers with the real behavior of the app, not guesses.
Remember your business rules. Tell it "always use our Brooklyn office address on bid forms" and it saves the fact for future conversations.
Placing template fields by chat
Instead of dragging boxes on the canvas, describe the fields:
For each field, give three things: a name, where the value comes from (you type it per case, it's always the same fixed value, or AI extracts it from incoming documents), and the printed label it belongs next to. The chat drafts placements first, tells you where each field landed, then applies them.
If something lands on the wrong line, say so the way you'd tell a person — "the Address ended up on the Contractor line, move it one line lower" — and the chat re-places that one field. Corrections update the existing field; your configured values stay put. The canvas in the template editor always remains available for manual fine-tuning.
Choosing a model
The selector at the top of the chat picks the model for the conversation — the default is the fastest and cheapest, and is fine for almost everything. Visual field placement always runs on the placement-tuned model under the hood, so the conversation model never affects placement accuracy. (Extraction and autofill have their own model picker in Settings → Preferences.)
Dropping files on the chat
Files dropped on the chat go through the import flow: the chat predicts the right file category and template for each file and files them into cases — the same pipeline as automated email intake. It's the fastest way to bulk-import a folder of documents.