Using AI to answer questions about documents | DealCentre

Applies to: Advisors and sellers
 

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 Link option is available for English PDF files in the Internal, Preparation, and Diligence tabs for documents.

When you ask a question, 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. 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. 

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. 

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. In the Ask about your documents field, enter your questions and click the button to the right of the field.
3. (Optional.) To view a document that was used to compile the answer, click the document name.
4. (Optional.) To view the answer to a suggested question, click the question.
5. (Optional.) To export the chat to a Microsoft Word (DOCX) file, click the three dots menu and select Export.

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. 

View chat history

1. 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.