Using AI to answer questions about documents | DealCentre

Applies to: Advisors and sellers
 

Ask Link is Intralinks' conversational AI assistant. You can use it to get answers to questions related to document content within the deal. Note that uploading additional documents can influence the answers you receive. The Ask Link option is available for English PDF files in the Internal, Preparation, and Diligence tabs for documents.

When you ask a question, Ask Link offers a response from all documents that it found that were applicable to the question. The documents that were referenced are listed below the answer, along with the page numbers that had the information. Ask Link will suggest three further questions based on the content of your documents.

While your deal is open, all of your chats are available so that you can refer back to information that you previously accessed. Chat titles are based on the content of the initial question and can be changed. 

By default, Ask Link opens in a slider panel on the right, allow you to see the folder structure while using Ask Link. You can also use Ask Link in full screen mode, where you can see current and past conversations, open documents, and use the Viewer screen.

Video - Use AI to answer questions about documents

In this video tutorial, learn how to use Ask Link to transform your dealmaking process by asking questions for the AI assistant to provide insights about the contents of your VDR. 

How to ask a question

1. Click Ask Link. If you have asked a question during your current session, that chat is displayed. To start a new chat, click the chat history button and click New Chat. 
2. (Optional.) To use Ask Link in full screen mode, click the expand/collapse icon in the top right of the side panel.
3. In the Ask about your documents field, enter your questions and click the button to the right of the field.
4. (Optional.) To view a document that was used to compile the answer, click the document name.
5. (Optional.) To view the answer to a suggested question, click the question.
6. (Optional.) To export the chat to a PDF file, click the three dots menu and select Export.
7. (Optional.) To rename the chat, click the three dots menu and select Rename. Enter the new name and click Save.
8. (Optional.) To delete the chat, click the three dots menu and select Delete. Click Delete to confirm.

Ask Link best practices for asking questions

• Ask clear, concise questions.
• Ask questions that are specific and focused.
• Ask questions in English.
• Review all answers for accuracy. 

 How to view chat history from the slide out panel

1. In the slide on panel, to view a list of your chats, click the chat history button.
2. Select one of the following options from the Actions menu.
   • To open a chat, click Open.
   • To rename a chat, click Rename. Enter a new name for the chat up to 256 characters and click Save.
   • To export a chat to a Microsoft Word (DOCX) file, click Export.
   • To delete a chat, click Delete, then click Delete again to confirm. Deleted chats cannot be retrieved.