AI Chat

AI Chat lets you interact with documents using simple, natural language. It works across multiple modules to help you understand content faster, generate documents, and reduce manual effort.

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AI Chat for Fax documents

AI Chat in Fax helps you quickly understand and extract information from incoming faxes without reading every page.

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What You Can Do

• Summarize fax content
• Ask questions in plain language
• Extract key details and action items
• Review important information faster

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How It Works

1. Open the AI Chat panel from a fax
2. Select a saved prompt fro prompt library or type a new prompt (Example: Give me a summary of this fax)
3. Run the prompt on the fax
4. Review the AI-generated response
5. Use Manage Prompts to add, edit or delete your saved prompts.

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AI Chat for e-Sign

AI Chat in e-Sign goes beyond analysis and helps with document creation, review, and recipient understanding.

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AI-Powered Document Generation

When creating a document in e-Sign, AI Chat supports multiple ways to generate content:

• AI Templates
  Choose a contract or agreement type and let AI generate a structured document.
• Existing Content
  Paste existing text and ask AI to refine, format, or convert it into a signable document.
• Document URL
  Provide a document URL and let AI generate content based on the source.

This reduces drafting time and helps standardize documents.

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Recipient-Side AI Experience

Recipients also benefit from AI Chat during the signing process. They can:

• View AI-generated summaries
• Ask questions about the document
• Understand key sections before signing

This improves clarity and speeds up document review without changing the original content.

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FAQs