ChatDocument

Frequently asked questions about ChatDocument

These are the questions buyers, admins and the people asking questions day to day send us most often. If yours is missing, write to [email protected].

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Accuracy

Where does an answer come from?

From passages ChatDocument retrieves out of the documents in the space you selected, and nowhere else. The answer is written from those passages only, and each statement points to the document and page it rests on.

How do I check that a citation is right?

Click it. The document opens at the cited page with the passage highlighted, so you can read the original wording next to the answer. Before any answer is shown, code also confirms that each cited passage exists in the document and contains the quoted text, and sentences that fail this check are removed.

What do I see when my files do not cover the question?

A plain statement that the answer is not in your documents, followed by the closest passages ChatDocument checked, each with its page. It never borrows from general knowledge to make the reply look complete, which is the behaviour described in detail on how it works.

Documents and files

Which formats can I add?

PDF, Word (DOCX), Excel (XLSX, CSV), PowerPoint (PPTX), plain text, Markdown and web pages added by URL. Citations point to a page in documents, to a slide in decks, and to a sheet and cell range in spreadsheets.

Does it read scanned contracts and image only PDFs?

Yes. Scans are read with OCR and the page numbers of the original file are kept, so citations still land on the right page. A scanned page counts as 3 pages toward the monthly page allowance.

How large can a file be?

Up to 50 MB on Starter, 100 MB on Team, 200 MB on Business and 500 MB on Enterprise. The homepage demo takes one PDF of up to 15 pages and 10 MB.

Teams

What is a space?

A space is a set of documents with its own members. Questions asked in a space are answered only from the documents in it, so a legal space and an HR space never mix.

What can owners, editors and askers do?

Owners manage members and settings, editors add and remove documents, and askers ask questions and read answers without changing the files. Roles are part of Team, Business and Enterprise, as described on team workspaces.

Can I share one answer with a colleague?

Yes. Every thread can be saved, and any answer can be shared by link with a colleague who has access to that space. The citations travel with it.

Integrations

Which drives can I connect?

Google Drive, SharePoint and OneDrive, and Dropbox. Starter connects one of them, and Team, Business and Enterprise connect all three.

Does it copy my whole drive?

No. You pick the folders, and only those sync into the space on a schedule. Pages from synced files count toward the monthly page allowance like uploaded files.

Who can ask about connected files?

The members of the space the folder syncs into. Space permissions decide who can ask, so connecting a folder does not open it to the whole workspace.

Widget and API

What does the widget do?

It puts a cited document assistant on your website or intranet with one script tag. Each widget is restricted to one space, so visitors only ever get answers from the documents you approved for it.

What can I do with the API?

Upload documents, ask questions and run extractions over REST, with an API key per workspace. The widget and API are part of Business and Enterprise.

Are widget and API questions counted?

Yes. They count toward the same monthly allowance and daily cap as questions asked in the app.

Billing

Can I use ChatDocument without a subscription?

Only for the one-time demo on the homepage (one PDF, one question), with no card needed. There is no free plan, and every plan is a paid subscription. The plans and limits are on the pricing page.

How much does yearly billing save?

Yearly billing costs half as much per month as monthly billing, for example $24 instead of $49 per month on Starter.

What happens if I cancel?

The plan stops renewing and your access runs to the end of the period you paid for. Payments are final, except for a double charge, a proven unauthorized charge or a complete failure of the service, as set out in the refund policy.

Privacy

Is my content used to train AI models?

No. Your documents are never used to train models, and the AI model providers that process them are bound by contract not to train on your content.

How are documents protected?

Files are encrypted in transit with TLS and encrypted at rest. Spaces and roles limit who can see and ask, and Business and Enterprise keep an audit log. The security page lists every measure.

How do I delete my data?

Delete a document or a whole space from your account, or ask [email protected]. The document and its index are deleted, and copies leave our backups within 30 days.

Still deciding

Ask one question of your own PDF and judge the answer and its citation yourself.