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Chat with multiple documents in Robin

Robin enables you to analyze documents using our Legal AI Assistant. You can interact with a single document or multiple documents at a time by asking questions about specific terms. This article describes the different entry points to start a chat with documents in Robin.

Start a Conversation from Workspaces

• Navigate to Workspaces and click Chat in the top right to begin.
• Select Add Documents to browse your document library.
• Search for the required documents by using the filters in the right hand panel.
• Use the checkboxes to select the required documents.
• Once you have the document or subset of documents you require click Add Documents to proceed to chat.

Start a Conversation from Legal Library

• Navigate to Documents in Legal Library and filter by group, status or type to get the desired list of documents.
• Use the checkboxes to select the required documents.
• Click Add to in the top right of the dashboard then select New Chat to proceed.

Start a Conversation from Search

• Click the search bar or cmd-k on your keyboard.
• Do a quick search or advanced search to locate your required document(s).
• Use the checkboxes to select the required documents.
• Click Add to in the top right of the dashbaord then select New Chat to proceed.

How to Chat with Documents

• To add more documents to the chat click the + in the top right. Search for the additional document(s) then add the document(s) to the chat to continue.
• To remove documents from the chat click Documents count in the top right. Use the checkboxes to select the documents to remove and click Remove Documents.
• Once you have added the required documents to a chat, simply type a question or instructions in the chat bar at the bottom of the page to begin.
• Click on any provided citations in Robin’s response to verify the contents of the source document.
• All Chats with Robin are autosaved and accessible from Workspaces. Give your chat a name so they are easily retrievable. Click on the edit button in the top left. Rename the chat and click Update.