Process Performers: Using AI Companion

Reviewing and Refining a Generated Document with the AI Companion

Access and refine your generated documents using the AI Companion for text reformatting and content clarification.

Access the Generated Document and Enter Edit Mode

1. Navigate to the 'Process Index' and locate a process with a linked document (green icon) then click on the process to open its overview.
2. Review the 'Process Overview' metadata and the 'Linked Process Analysis Document' in read-only mode. Click the 'Edit document' (pencil) icon in the top-right corner to open the full document editor.

Option 1. Use the AI Companion's 'Ask' Mode

Query the AI Companion about specific document content for immediate, context-aware answers. 

1. In the AI Companion panel, switch to 'Ask' mode. and type a question or select a suggested question (e.g., 'Clarify the 'established time limits' for invoice/PO mismatches'). 

2. Review the AI's answer, generated from the document's context and continue the chat chain.

Option 2. Use the AI Companion's 'Edit' Mode

Reformat text (e.g., bulleted lists into paragraphs) with AI assistance. 

1. In the document editor, highlight the text to be edited. and open the 'AI Companion' panel on the left. Ensure 'Edit' mode is selected then type a prompt (e.g., 'turn this section into a paragraph') and press Enter. 

2. Review the AI-generated text, then click 'Copy'. and paste the copied text into your document.