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Q&A Conversations

Ask natural language questions about your contracts and get answers with citations.

Overview

The Q&A feature uses RAG (Retrieval-Augmented Generation) to answer questions about your contracts by:

  1. Searching vector embeddings for relevant content
  2. Retrieving relevant document chunks
  3. Generating answers using LLM with citations
  4. Providing page numbers and excerpts

RAG Pipeline Flow

graph LR
    A[User Question] --> B[Vector Search]
    B --> C[Retrieve Chunks]
    C --> D[LLM Generation]
    D --> E[Answer + Citations]
    E --> F[Display Results]
Loading

Starting a Conversation

Create Conversation

  1. Navigate to Q&A page
  2. Click New Conversation
  3. Enter optional title (auto-generated if empty)
  4. Conversation is created and ready

Conversation List

All conversations are listed in the sidebar:

  • Title: Conversation name
  • Last Updated: Most recent activity
  • Message Count: Number of Q&A pairs

Asking Questions

Question Types

Question Type Example
Clause-Specific "What are the termination terms?"
Comparison "Compare liability caps across documents"
Specific Details "What is the payment schedule?"
Risk Assessment "Are there any high-risk clauses?"
General "Summarize the key terms"

Best Practices

✅ Good Questions:

  • "What are the termination conditions?"
  • "What is the liability cap?"
  • "Explain the payment terms"
  • "What are the IP ownership rights?"

❌ Poor Questions:

  • "Tell me everything" (too broad)
  • "What's in the contract?" (too vague)
  • "Is this good?" (needs context)

Understanding Answers

Answer Format

Answers include:

  • Answer Text: Generated response with markdown formatting
  • Citations: Source references with page numbers
  • Confidence: Answer confidence score (0-1)

Citations

Each citation shows:

  • Document Name: Source document
  • Page Number: Where information appears
  • Section: Document section
  • Excerpt: Relevant text excerpt
  • Similarity Score: Relevance score

Citation Highlighting

When viewing answers:

  1. Click on a citation
  2. PDF viewer opens to the cited page
  3. Relevant text is highlighted (if coordinates available)

Conversation History

Message History

Conversations maintain:

  • User Questions: All questions asked
  • Assistant Answers: All generated answers
  • Citations: All source references
  • Timestamps: When each message was created

Context Awareness

The RAG pipeline uses conversation history to:

  • Provide context for follow-up questions
  • Maintain conversation flow
  • Reference previous answers

Example:

  • Q1: "What is the liability cap?"
  • Q2: "Is that standard?" (refers to Q1 answer)

Document Filtering

Filter by Documents

When asking questions, you can:

  1. Select specific documents
  2. Search only within selected documents
  3. Get answers from filtered set

Use Cases:

  • Compare specific contracts
  • Focus on particular documents
  • Exclude irrelevant documents

Conversation Management

Edit Title

  1. Click on conversation title
  2. Edit title text
  3. Save changes

Delete Conversation

  1. Select conversation
  2. Click Delete
  3. Confirm deletion

Warning: Deleting a conversation removes all messages and history.

Exporting Conversations

Evidence Packs

Generate PDF evidence packs containing:

  • All questions and answers
  • Supporting citations
  • Document excerpts
  • Page references

See Evidence Packs for details.

Troubleshooting

No Results Found

Possible Causes:

  • No documents in workspace
  • Documents not processed
  • Question too vague
  • No relevant content in documents

Solutions:

  • Verify documents are processed
  • Check workspace has documents
  • Rephrase question more specifically
  • Try different question wording

Low Quality Answers

  • Rephrase Question: Be more specific
  • Check Citations: Verify source relevance
  • Review Documents: Ensure documents contain relevant content
  • Try Different Question: Different phrasing may help

Citations Not Highlighting

  • PDF Format: Highlighting works best with PDFs
  • Coordinates: May not be available for all chunks
  • Browser: Ensure PDF viewer is supported

Best Practices

Practice Recommendation
Be Specific Ask focused questions
Use Context Reference previous answers
Check Citations Verify source accuracy
Filter Documents Narrow search scope
Export Results Save important conversations

Next Steps