AI with citations
Chat, summaries, translation, extraction and workspaces that point to the page.
9 articles · Updated
Basics
- Open the AI assistant and what each tab doesIn the editor, click the yellow ✨ AI assistant button in the top bar (or More (⋯) → AI assistant). From the dashboard, use the ✨ AI assistant menu and pick a document. The panel has nine tabs, from Ask to Scan.
- How AI credits workEvery AI action costs a fixed number of credits, shown on its button before you run it. Your plan includes credits every month; an AI credit pack adds 500 credits for $5 that never expire and are used after the monthly ones.
- How accurate AI answers are, and how to check themAI answers can be wrong or miss nuance, so every result links to the pages it came from and chat quotes are checked word for word against the page. Check numbers, dates and obligations against the cited page before you rely on them.
Ask & summarize
- Ask questions about a PDF and check the cited pagesOpen the document, go to the Ask tab of the AI assistant, type a question and click Ask. Answers come only from that file and list Sources: click a p. 4 chip to jump to the quoted page. Each message costs 1 credit.
- Summarize a PDF, search it by meaning, or map itIn the AI assistant, the Summary tab writes key points that link to their pages (2 credits), and Search finds passages by meaning (1 credit). For a visual overview, PDF to mind map builds a map whose nodes quote their pages.
Create & change
- Create a document with AIClick Create with AI in the sidebar, pick what you're making, describe it and click Create draft. You get an editable, fillable PDF in the editor for 5 credits.
- Translate, edit and proofread a PDF with AIIn the AI assistant, Translate makes a new translated copy (1 credit per page), Edit turns an instruction into edits you accept one by one (2 credits), and Proofread lists issues to fix (1 credit per page). Nothing changes until you apply it.
Many documents
- Extract data from many PDFs into a tableGo to Extractions, choose a preset or define fields, pick documents and click Extract. Review each value against the quote it came from, approve or correct it, then export XLSX, CSV or JSON. Each page read costs 1 credit.
- Ask across several documents and make briefs, slides or quizzesCreate a workspace in Workspaces, add documents, and use Ask across documents (2 credits per answer) or Make something from these documents to generate a brief, slide outline, quiz or audio brief. Every citation names the document, version and page.
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