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Leveraging AI Assistance for your each of your outputs

You can ask questions, gain insights, and iterate on all outputs in-app with our AI Assistant.

Madie Whalen avatar
Written by Madie Whalen
Updated over 2 months ago

Policy comparisons, proposals, and contract reviews can be edited in-app with our AI Assistant. To use this feature:

Steps:

  1. Start a Task:

    • Compare Policies

    • Create Proposal

    • Review Contract

    • Coverage Gap Analysis

  2. Once the task is complete and your output is generated, click into the document preview.

    1. Note: you can iterate on existing files by navigating to the output you'd like to make edits to in "My Tasks".

  3. Enter a command in the left side chat box. Possible requests include, but are not limited to:

    • Editing values

    • Rearrange the order of information

    • Add rows and columns to proposal tables

Iterations via our AI Assistant center around changes to content and information. For design changes to templates, eligible accounts can reach out to our team at [email protected].

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