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Chat with Documents

Use Archie to ask questions and get answers about your documents with AI-powered intelligence.

For a quick introduction, see Chat with Your Documents.

Overview

Archie is Archivus's AI assistant that understands your documents and provides answers with citations and confidence scores. Access Archie from the sidebar or via direct links.

Opening Archie

From Sidebar

  1. Click "Archie" in your sidebar
  2. Chat interface opens immediately
  3. Start asking questions

Via URL

Navigate directly with URL parameters:

  • /archie - Opens Archie
  • /archie?document=doc_abc123 - Opens with document attached
  • /archie?q=Summarize - Opens and sends query

Adding Documents

Type @ followed by document name:

@contract-2024 What are the key terms?

Benefits

  • Fast and precise
  • Works with up to 5 documents
  • Archie focuses only on specified documents

From Document View

  1. Open a document
  2. Click "Ask Archie" button
  3. Archie opens with document attached
  4. Start asking questions

Asking Questions

Basic Questions

Just type and press Enter:

  • "What is this document about?"
  • "What are the key terms?"
  • "When does this contract expire?"
  • "Who are the parties involved?"

Follow-up Questions

Archie remembers context:

You: What is this contract about?
Archie: [Provides summary]

You: What are the payment terms?
Archie: [Answers based on context]

Multi-Document Questions

With multiple documents attached:

  • "Compare these two contracts"
  • "What are the differences?"
  • "Which proposal offers better terms?"

Understanding Answers

Confidence Scores

Each answer includes a confidence score (0.0-1.0):

Score Reliability
0.9+ Very reliable
0.7-0.9 Likely accurate
0.5-0.7 Verify details
< 0.5 May need rephrasing

Source Citations

Answers include citations:

  • Document name
  • Page number (if applicable)
  • Text excerpt

Tip

Click citations to view source in context

Archie's Tools

Beyond Q&A, Archie can:

Capability Example
Search "Find all contracts from Acme Corp"
Organize "File this invoice in Finance folder"
Compare "Compare these three proposals"
Analyze "What did we spend on vendors this quarter?"

Tip

Ask Archie: "What can you help me with?"

Tips for Better Results

Be Specific

Effective

  • "What is the termination clause?"
  • "What are the payment terms and due dates?"
  • "Who are the named parties?"

Less Effective

  • "Tell me about this"
  • "What's in here?"
  • "Explain"

Use Follow-ups

Break down complex questions:

  1. "What is this document about?"
  2. "What are the key dates?"
  3. "What are the payment terms?"
  4. "Are there any risks?"

Check Sources

For important decisions:

  • Review confidence score
  • Click citations to verify
  • Read original text

Keyboard Shortcuts

Shortcut Action
@ Open document picker
Enter Send message
Shift+Enter New line
Esc Cancel

Troubleshooting

Low Confidence

If confidence is low (< 0.7):

  1. Rephrase more specifically
  2. Check document is fully processed
  3. Reference specific sections
  4. Break into smaller questions

No Answer

If Archie can't answer:

  1. Check document status (must be processed)
  2. Verify document is attached
  3. Try different wording
  4. Information may not exist in document

Slow Responses

If responses are slow:

  • Large documents take longer
  • Multiple documents increase time
  • Complex analysis needs more time
  • Check internet connection

Next Steps

Tip

Open Archivus and click "Archie"!