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Ask AI

Learn how to leverage Ask AI to get the most from your board book

Mart Monet avatar
Written by Mart Monet
Updated over 2 weeks ago

Ask AI is an intelligent assistant built directly into your board book experience, designed to help board members and stakeholders quickly find answers, surface key information, and interact with board materials more efficiently. This article explains what Ask AI is, how to use it, and the features available to you.

What is Ask AI?

Ask AI is an integrated, conversational tool that allows you to interact with your board documents using natural language. It leverages advanced artificial intelligence to help you:

  • Search for information within your board book and related documents

  • Get concise, relevant answers to your questions

  • Quickly navigate to supporting sources and references

  • Review and manage your previous AI queries

Ask AI is designed to streamline your board preparation, meeting participation, and follow-up activities by making board materials instantly searchable and actionable.

How to Use Ask AI

Effective strategies and essential guidelines follow:

  • Be specific: The more specific your question, the more targeted the answer.

  • Explore sources: Use the clickable links to verify information and gain deeper context.

  • Use for preparation: Ask AI can help you prepare for meetings by surfacing summaries, key points, and action items.

  • Stay secure: All queries and answers are handled securely within the board book environment.

Accessing Ask AI

  • Open your board book.

  • Click the AI search icon in the toolbar to launch the Ask AI panel.

Asking questions

  • Type your question into the input field (e.g., “What are the key risks mentioned in this quarter’s report?”).

  • Press Enter to submit.

Reviewing answers

  • Answers are displayed in the side panel.

  • Each answer includes clickable links to source material; clicking a link scrolls the PDF viewer to the exact referenced content for context.

  • Hover over source links to see a tooltip with more details.

Retrying queries

  • If an error occurs (such as a timeout), a Retry button will appear. Click it to resubmit your question.

Copying and regenerating results

  • Each answer includes options to copy the response or regenerate it for a fresh perspective.

Session management

  • Your previous questions and answers remain visible in the panel, even if you switch tabs or sessions, allowing you to track your research and revisit earlier queries.

Key Features of Ask AI

Feature

Description

Natural language search

Ask questions in your own words to quickly find information across your board materials.

Source Linking

Clickable references in answers take you directly to the relevant section of your documents.

Persistent Chat History

See your previous questions and answers for ongoing context and continuity.

Copy & Regenerate

Easily copy responses or generate alternative answers for deeper insights.

Error Handling & Retry

Instantly retry queries if something goes wrong, ensuring a smooth experience.

Ask AI is your intelligent companion for board work – helping you uncover insights, save time, and make more informed decisions, all within our platform.

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