What is Analyst AI?
Analyst AI lets you analyze multiple documents at the same time and synthesize the result into one answer. It is designed for questions that need a view across a set, not a single document in isolation.
You can use it to identify common themes, analyze changes in technical focus areas or compare documents to each other.
An example: You may want to know how a competitor's focus has shifted over the last few years. Analyst AI can help by summarizing the selected documents into a timeline of technical themes and highlighting what changed.
How to access Analyst AI
To use Analyst AI, your organization admin must
ensure that your organization has the Generative AI features (see Enabling AI Assistant Features) enabled, and that you are on Unlimited plan, and
ensure that the Analyst AI permission has been granted to your user account.
After the permission has been granted to your account, you need to refresh the page or log out and log back in to access the feature.
Using Analyst AI
Selecting documents
Open a collection or search case, select the documents you want to analyze, and choose Analyst AI from the Intelligence menu.
Select Analyst AI from the Intelligence menu after choosing the documents to analyze.
Projects only. Analyst AI works inside Projects. Store your collection or search case within a project to access Analyst AI.
Document limit. You can run Analyst AI on up to 500 documents at a time.
Type your question in the Analyst AI view
In the Analyst AI view, type your question in the text box at the bottom. Questions work best when they describe the analysis you want from the whole set.
The Analyst AI view shows suggested prompts and a text box at the bottom for entering a question.
Read the synthesized answer
Analyst AI shows the answer in the same conversation view. Use it to get an overview and then continue with follow-up questions if you want to dig deeper on specific topics.
Analyst AI displays the synthesized answer directly in the conversation view.
Keep the questions focused on the document set. Analyst AI can only answer based on the documents you selected.
Working with threads
Open thread history
Use the menu in the top left to open the thread history for the current document set.
Use the top-left menu to access thread history.
Return to a previous thread
The thread history shows previous Analyst AI conversations in the same project. Open one of them to continue where you left off.
Thread history lists previous Analyst AI conversations for the current document set.
Start a new thread or delete the current one
Use the menu in the top right to start a new thread or delete the current one. Start a new thread when you want to start a new conversation without carrying over the previous answers.
Use the top-right menu to create a new thread or delete the current one.