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, all by describing what you want in plain language.
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.
- 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 product questions: 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).
Placing template fields by chat
Describe the fields instead of dragging boxes:
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.
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
The clock icon in the chat header opens 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, the trash icon to delete, or the back arrow to return to your current conversation.
Dropping files on the chat
- No case open: files go through the import flow: the chat predicts each file's category and template and files them into new cases, the same pipeline as automated email intake. Fastest way to bulk-import a folder.
- 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.