Conversing with documents

Converse allows you to have a conversation with your documents, getting on-demand information from documents of nearly any type or format. A Converse conversation can also act as the starting point for a chatbot, so other users can query the documents in your conversation.

Creating conversations

To create a new conversation, you can:

• From the homepage, click Create on the Chats panel. An empty conversation opens in Converse.

• In Workspaces, click Create > Chat.

• While in Converse, hover over the left side menu to display a list of your conversations. Click + to create a new one.

All conversations are created in your personal workspace.

Adding documents

You can upload a variety of file types to your conversation, in a variety of supported languages, though there are some upload limitations. For example, files can be up to 50 MB or 800 pages in length and you can have up to 100 documents per conversation. Any files you upload are digitized and stored in your default drive. You can also add documents present in a connected drive.

In a new conversation, you can add files by:

• Dragging and dropping files into the center pane.

• Clicking the links present in the Select files or folders, browse drives, or paste a URL text in the center pane to open your local file explorer, the AI Hub file explorer, or the URL upload dialog.

  When using URL upload, you can upload files available at a URL or you can import a webpage. Content uploaded by URL is captured as a PDF, meaning the content doesn’t refresh and can’t reflect future changes. Inline links might not be preserved. URL upload is supported for public websites without paywalls or loading animations.

After your first document is uploaded and processed, the center pane is replaced by a document viewer. To add additional documents to your conversation, click the plus icon in the file panel.

To remove documents from your conversation, hover over the document in the file panel and click the trash can

Digitization and object detection

As you use your conversation, you might need to modify digitization settings if default digitization processes don’t provide high-quality results.

In your conversation’s digitization settings (Settings > Digitization), you can preview how changes impact machine-readable text with up to three documents from your conversation.

Any time you change digitization settings, all files in your conversation are redigitized.

Choose the digitization settings suitable for your documents and AI Hub subscription. For details about OCR support for various languages, see Supported languages.

• Tables: Provides better results when extracting information from tables, and enables table highlighting, which lets you enlarge, copy, or download highlighted tables directly from the document viewer.

  Table extraction in Converse is a public preview feature and has some limitations.

• Checkboxes: Provides better results when extracting information from checkboxes.

  Table and checkbox recognition change the OCR processor used, which slows digitization slightly and might impact accuracy, particularly with less common languages. Enable tables and checkboxes only if needed.

• Non-Latin characters Commercial & Enterprise: Enables support for many common languages that use writing systems other than the Latin alphabet (a, b, c…). Support for non-Latin characters is offered in standard and advanced language sets. For details, see Supported languages.

• Process spreadsheets natively: Processes Excel spreadsheets in their native file format instead of converting to PDF. This option offers better results for wide tables, but doesn’t support embedded objects or source highlighting in results.

• Treat files as images Commercial & Enterprise: Digitizes files as they appear, discarding any embedded machine-readable text. This option often provides better results for documents that use non-Latin characters, handwritten text, and visually complex documents.

• Pages Commercial & Enterprise: Limits digitization to specified pages.

Conversing with your documents

With Converse, you can ask any question of your documents and get your results in a variety of formats, including tables, charts, and graphs. Converse can identify information from single or multiple sources and select the relevant information for the response. You can query up to 50 documents at one time to find information or compare data across documents. Queries to multiple documents have some limitations.

For example, for a single document, you might ask:

• What were the total tax deductions from this paystub?

• What was the highest earning fund in this 401k statement?

Or upload multiple documents and ask:

• Does this invoice rate match what’s stated in the contract?

• What conditions need to be met for this claim to be approved based on the guidelines?

• Do all these documents have the same address for Jane Smith?

Message scope

Message scope is the set of documents that you’re conversing with in each query. By default, the message scope for a query is all files uploaded to the conversation.

To view a complete list of files in scope, open the file panel. If your scope is set to something other than all files, a Message scope section displays.

Editing message scope

You can edit your message scope to narrow your query to specific files.

• Removing files from scope: In the file panel, hover over the file to remove from the scope, then click the minus icon.

• Adding files to scope: In the file panel, hover over the file to add, then click the plus icon. To add multiple files, hold down the Shift key while selecting files, then click the scope

  
  icon. All selected files become the new message scope.

• Resetting scope: To reset the scope to all files, click Clear in the Message scope section.

You can also use keyboard shortcuts to edit your message scope. In the chat box, enter @ to bring up a list of all documents uploaded to your conversation. Documents currently in the message scope are highlighted. Select the document to add or remove it from the scope, or navigate the list with your arrow keys then press Enter/Return to do the same.

Models and research mode

Converse automatically chooses the best model for your query based on the number of documents included in your message scope. Queries to single documents use the advanced model. Queries to multiple documents use the multistep model. Regardless of the number of documents in your message scope, you can enable research mode for any query by turning on the Research mode toggle in the chat box. Research mode uses a more powerful variant of the multistep model and is suited for complex reasoning queries, but can result in longer execution times.

Result formats

Converse can return responses in plain text or in other formats, including rich graph formats such as tables, lists, charts, and code blocks. These result formats can be copied or converted into other formats and downloaded.

Available formats for Converse responses include:

• Tables, which you can copy in tab-separated values (TSV) format or download as CSV files.

• Code blocks, with more than 25 formats available, including JSON, Python, bash, and JavaScript.

• Charts, including line, bar, column, pie, scatter, and multi-axis. Charts are also downloadable as CSV, PNG, or SVG files.

To get results in a specific format, ask for that format in your query to Converse. For example:

• Identify all beneficiaries in this trust document along with the beneficiary type, and return the results as a table.

• Show the payroll deductions as a pie chart.

• Show the percent increase in net sales from 2019 to 2022 as a bar chart.

To see available copy and download options for a given response, mouse over the corner of the response.

Deleting conversations

Deleting a conversation permanently deletes the conversation itself as well as your conversation history.

• In Workspaces, locate the conversation to delete. Click the overflow icon

  
  then select Delete conversation. Click Delete to confirm.

• In Converse, hover over the left side menu to display a list of your conversations. On the conversation to delete, click the delete icon

  
  . Click Delete to confirm.

Getting the most out of Converse

Learn how to get the most out of Converse, from keyboard shortcuts to guidance on writing better questions.

User interface tips

• To resend a previous query, click the chat box and press the ↑ (upwards arrow) key to populate your last query in the chat box. You can use your arrow keys to move up and down your conversation history. Use this shortcut for editing previous messages or resending the same message with a different scope.

• You can use keyboard shortcuts to edit your message scope. While writing your message, enter @ to bring up a list of all documents uploaded to your conversation. Documents currently in the message scope are highlighted. Select the document to add or remove it from the scope, or navigate through the list with your arrow keys and press Enter/Return to do the same.

• You can direct Converse to prioritize referencing specific files by including @file name in your message. Mentioning files is an alternative to narrowing the message scope to only that file.

• The file panel supports selecting multiple files when holding the Shift key. Use this feature for bulk file operations, including deleting files or adding files to your message scope.

• Each response includes a list of documents at the bottom—these are the documents that were referenced and found relevant when generating the response to your query.

• When using research mode, it’s noted in the response window. You can make use of this to compare how enabling research mode affects responses to the same query.

• You can provide feedback on low-quality responses by hovering over the response and clicking the thumbs down icon. Your feedback is used to improve model quality and might be viewed by Instabase. If you add a feedback message, don’t include any personally identifiable or sensitive information.

• You can show and hide the document viewer and file panel by clicking the X at the top of the document viewer. To bring both panels back, click the floating Open file panel (document) button.

• When object detection is enabled, you can see a summary of all detected objects by clicking the highlight icon

  
  at the top of the document viewer.

• When table object detection is enabled, tables are highlighted in the document viewer. You can enlarge the table, copy the table in TSV format, or download the table in CSV format, directly from the document viewer. Click the grid icon on the highlighted table and select the action.

How to ask great questions

Converse gives better answers when you ask better questions—learn how.

Provide clear instructions

Use verbs like extract, identify, calculate, find, explain, and summarize, depending on your documents and question. If you want the answer in a structured format such as table or in JSON, specify the result format explicitly.

Ask the model to think step-by-step

Especially for complex tasks, ask Converse to think step-by-step by adding “explain step by step” to the end of your query. When the model focuses on each task individually, it improves the accuracy of each response.

Provide additional context

Give Converse more context about your question to help it better understand what information you need.

Querying detected objects

You can use Converse to query detected objects such as tables, checkboxes, signatures, and barcodes.

Tables

To extract information from all tables in a document, begin your query with Extract all tables. To get results from multiple tables in a specific format, specify either Markdown or JSON. For example:

• Extract all tables and return in Markdown

• Extract all tables and return in JSON format

To extract information from a single specific table in a document, include the title or header of the table in your query. For example:

• Extract the transactions table for the month of January 2023

• Extract the monthly transaction summary for the month of January 2023

Converse returns single-table extraction results as a table, which you can copy or download as a CSV file.

You can also filter columns or rows, sort columns, and perform other manipulation of table data. For example:

• Extract transactions and filter for amounts greater than $1,000

• Extract transactions and return results for 01 May through 15 May

• Extract transactions table and sort amounts from smallest to largest

• Extract transactions and add a column Flagged with values set to Yes if the debit is greater than $70

Checkboxes

You can extract information from checkboxes in single or multipage documents.

• For a group of checkboxes with a label, such as the Filing Status field on a tax form, use a query asking about which checkboxes are selected, such as What filing status is claimed?

• For a standalone checkbox, use a query that indicates whether the checkbox is ticked. For example, Is the filer claiming capital gains or losses?

Signatures

You can extract information about signatures, including whether a document is signed, who the signer was, and the signature date. Extraction of signature images isn’t supported.

For example, you can ask Converse:

• Extract all signatures

• Is this document signed?

• Who signed this document?

• Are these documents signed by the same people?

Barcodes

You can extract information about barcodes and their embedded values. Both numeric and non-numeric formats and one-dimensional and two-dimensional formats, such as PDF417 or QR codes, are supported. For example:

• Are there any barcodes in this document? If yes, what are their values?

• How many barcodes are in this document?

• What does the QR code in this document link to?