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The Chat page lets you ask questions about your knowledge — your uploaded Document Sources and your trained cases — and get answers in plain language. Every answer is drawn from your own documents and comes with citations, so you can see exactly where it came from. Open Chat from the AI section of the left sidebar.
Chat page

Asking a question on the Chat page

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Pick what to chat with

At the top of the page, click the selector to choose which knowledge base to ask about. It opens with two tabs:

Documents

Your uploaded Document Sources — policies, manuals, agreements, and other files.

Cases

Your trained cases. Each shows its case name and document count.
Use the search box at the top of the list to find a source quickly, then click it to select it. Your question only searches the source you’ve picked.

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Ask a question

Before you’ve asked anything, Xenora suggests a few starter questions about the selected source — click one to try it, or type your own. Type into the Ask anything… box at the bottom and press Enter (or click the send arrow). The answer appears above, with citations linking back to the source documents. Keep asking follow-up questions in the same conversation — Xenora remembers the context of what you’ve already discussed. To start fresh with a clean conversation, click New chat at the top of the page. Below the input box you can switch between two modes:

Chat

Get an AI-written answer to your question, in full sentences, with citations. Best for questions like “What’s the notice period in this policy?”

Search

Get back the most relevant passages from your documents, ranked — with no AI-written answer. Best when you want to find and read the exact wording yourself.
Xenora picks a sensible default for you — lookup-style queries (like a section number or an exact phrase) lean towards Search — but you can switch modes any time before you send.
Ask specific, focused questions for the best answers. “What documents are still missing for this case?” works better than “Tell me about this case.” If an answer looks off, open the citation to check the source — and remember the AI can occasionally make mistakes, so verify anything important.