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You type a question into the AI Assistant’s input field and get the response directly below it.

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Asking a question

Enter sends the question; Shift+Enter inserts a line break instead. A link in the response that points to a page in Docusnap365 opens that page; the assistant stays open. A link to an external target opens in a new browser tab. The assistant refers to assets by name, never by internal identifiers. If the detail page of an asset is known, the name is a link to it. If an internal identifier cannot be replaced by a name, the assistant does not show the response and generates it once more. If that fails as well, a notice appears instead stating that the response is not shown. Rephrase the question with the names of the assets you mean.

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Follow-up questions and confirmations

Before the assistant creates, changes or deletes anything, it holds the action back and asks. Below the response, one sentence per held-back action states what it intends to do, followed by the Go ahead and Cancel buttons. Docusnap365 enforces this confirmation for every write action; the assistant cannot skip it. Go ahead runs exactly the actions shown; Cancel ends the response without changing anything. With Answer Differently you enter your own answer instead; nothing is run in that case either, and the assistant continues with your answer. If a question has only a few fixed answers, the assistant asks it as a follow-up question with options. If no option fits, enter your own answer with Other.
An open follow-up question expires as soon as you send a new question instead, and after 30 minutes without an answer. A held-back action is then not run; the question shows “This question is no longer current.”

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Copying a response

The Copy button copies the unformatted text of the response, not the rendered view: a table or list is copied to the clipboard as Markdown.

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Rating a response

The two thumb buttons below a completed response (Helpful Response, Unhelpful Response) report your rating to product analytics. Only the rating and the chat’s identifier are sent, never the content of the question or the response. The rating is not saved with the chat itself.

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Attachments

If the assistant generates a document during a response, it appears as an attachment under the response—with an icon, file name and, if reported, file size. Clicking the row downloads the file; a link the assistant writes into its own response text never triggers a download.
If you abort a running response—with Stop Response, with New, or by closing the assistant—an attachment generated up to that point is lost, even if the assistant had already created the file. An attachment from an already completed response is not affected.

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Read aloud

Next to Copy, if the browser supports speech synthesis, is Read Aloud. Clicking it reads the plain text of the response aloud. Only one response is read aloud at a time—a new response, sending the next question, or closing the assistant stops a running playback.
If New triggers a confirmation prompt, a running playback continues unaffected until you confirm the prompt.

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Errors, retrying and stopping

A blocking error appears below the history with a Retry button. The text depends on the cause: Retry repeats the last question sent; if the chat could not be created in the first place, it starts a new one instead. Stop a running response with Stop Response; the text received up to that point remains.
If a single processing step fails in the middle of a response, the response does not abort—the assistant tries again. If it compensates for the error, no note appears. Otherwise, a note appears below the completed response: “A processing step failed—the response may be incomplete.”

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Used-up quota

When the AI quota is used up, the assistant removes the started response from the history and shows the message “The AI quota for this month is used up.” below the history. Your question remains. There is no Retry in this case, and the input field stays locked—even after you close and reopen the assistant. If the quota runs out while you answer a follow-up question, the question stays open. While the lock is in place, an answer to it sends nothing; after a purchase, answer it again. Except in the Enterprise edition, the Buy AI Credits button next to the message opens the purchase dialog for AI credits. The lock ends as soon as quota is available again after a purchase. New also lifts the lock; if the quota is still empty, the assistant rejects the next question again and the lock returns. How the quota is made up is described under Quota.

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Export

Once a history exists, export it via the Export button as JSON, Markdown, CSV or PDF—without involving the assistant again. With the PDF format, an export fails while the service is busy; trying again after a short wait usually resolves it. Export always downloads the whole history; Copy affects only a single response, an attachment only one file the assistant generated.

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Starting a new chat

Once a history exists, discard it via the New button in the assistant’s header and start a new chat—this also deletes all files generated so far. Unlike simply closing the assistant (see Fundamentals), this is final.
If a running response or an undownloaded file would be lost, New asks for confirmation first. Start New Anyway discards the chat; Keep Chat leaves everything as it is. A history that is already complete with no open downloads, however, is discarded without confirmation—export it first if you want to keep it. Once confirmed, the history and its files cannot be restored.
What the assistant may read and change is described under Permissions and Data.