Workspace AI chat

The AI Chat button sits in the top bar of every page (with a panel on the right of most pages). You don't need it to use Document Blueprint, but it's not a gimmick: it's an operator for your workspace that acts on the same data and rules as the rest of the app.

The case you have open

When a case is open, the chat knows which one you're viewing. Say "add a note to this case", "what's the bid amount here", or "upload these files to this case", with no copying the case ID. On mobile the case and chat are separate full-screen views, but the chat still remembers which case you came from. Naming a different case by its ID always overrides the open one.

What the chat can do

• Find and update case data: search 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 fill a form template once per row ("fill out 200 forms with each student's name").
• Place template fields visually: see below.
• Build a template from an example: drop a blank form and a filled-out copy of it, ask for a template, and get a configured one back. Nothing has to be set up first. See below.
• Work with documents: read a PDF's text, find which templates match a file, attach files, and run a template on a case file.
• Manage filters: create, update, or delete the saved filter pills above the case table. Describe one in plain language ("cases with no invoice document") and the chat builds the clauses, then reports how many cases currently match. Same as Build with AI in the Add Filter drawer.
• Manage automations: list, create, pause, or update the rules that route incoming email and Drive files, and diagnose why a document didn't ingest.
• Compose emails: draft a real Gmail message with the right case files attached; you review and press Send yourself.
• Answer questions about the app: searches this help center, answers with real app behavior, not guesses.
• Remember business rules: tell it "always use our Brooklyn office address on bid forms" and it saves the fact for future chats (see the Memory tab beside History).

Answering a template's questions in chat

Some templates ask you for values that can't be read off a document: an amount, a date, a name, a choice from a list. Those normally appear as a small form under the template in a case's Documents section. Answer with chat sits under that form and hands the job to the assistant instead.

The chat reads the template's real questions, skips the ones the case already has answers for, and asks you for the rest in one message. Answer whichever way suits you: reply to the first one on its own, or say everything at once and let it sort out which value goes where. It writes what you confirm to the case, then generates the document.

Two things it will not do. It won't ask again for a value the case already has, and it won't generate the document while a required answer is still blank, so you never get a finished file with holes in it.

You can also start from the chat directly, without opening the form: name the template and the case ("help me fill out the affidavit for EQ25998") and it picks up from there.

Placing template fields by chat

Describe the fields instead of dragging boxes:

You sayPlace a Bid Price field I type in per job on the bid price line, and a static Phone Number (718) 555-0192 where the contractor's phone goes

Chat doesfinds each label on the document, places the fields, reports where each landed

For each field give three things: a name, where the value comes from (typed per case, a fixed static value, or AI-extracted from incoming documents), and the printed label it belongs next to. The chat drafts placements, tells you where each landed, then applies them. If one lands wrong, say so plainly ("move the Address one line lower") and it re-places just that field while keeping your configured values. The canvas editor remains available for manual fine-tuning.

Building a template from an example

Drop a blank form and a filled-out copy of the same form into the chat together and ask for a template. The app compares the two documents, finds every spot where a value was written, names each field from the printed label beside it, and places the write zones. It works out which of the two is the blank on its own, so the order you attach them does not matter, and it tells you when it finishes which fields it made and which placements are worth a second look.

This is the same comparison the template editor runs when you upload a completed example there, so the results match. One difference: a template built from chat saves itself as soon as it is ready, so you review it in the editor afterwards rather than before saving. Full detail in build your first template.

The app checks both files before it saves anything, so a pair it cannot use costs you nothing: no document source, no category, no half-built template. It says what it found instead. The pair is refused when both files carry the same content (usually one of them is not a completed copy), when they are not the same form (different page counts or page sizes), when the form already has built-in fields (upload it as a template source and the app imports those directly), and when either file is over 12 MB. If a build fails partway for some other reason, the card offers Try again, which picks up from what it already saved rather than starting the upload over.

Choosing a model

The model selector next to Send picks the model for the conversation: the default is fastest, cheapest, and 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 picker in Settings → Preferences.)

Finding past chats

Click the conversation title at the top of the chat (on a fresh chat it's a history button in the same spot) to open your full history in the panel: every past conversation grouped by date (Today, Yesterday, Previous 7 days), with a search box that filters by title and more loading as you scroll. Click a chat to reopen it, the trash icon to delete one, or the back arrow to return to your current conversation. New chat in the top corner starts a fresh conversation from anywhere.

Dropping files on the chat

• No case open: PDFs ride along with your message, and what happens to them depends on what you ask for. Say "file these as new cases" and the chat imports them, predicting each file's category and template, the same pipeline as automated email intake. Ask for a template instead and it builds one (above). Spreadsheets, CSVs, and Word files still go straight to the import flow on their own, so a roster or a folder of documents behaves exactly as before.
• A case open: files are added to that case. The chat copies each in, then sets the file category by matching the document: applies a confident match automatically, asks when unsure, or leaves it uncategorized. You can always say "that's a COI, not an invoice" to re-tag.

Because chat actions run through the same machinery, they leave the same trail: a case created or edited in chat shows up in the case activity timeline attributed to you, teammates get the same notifications they'd get from a dashboard edit, and a collaborator added in chat receives the same invite email.

Related

• Placement on the canvas
• Running autofill
• Automating document intake