AI document chat with scope, history and citations
Search+ is an AI document chat built around four controls: the scope of each question, citations on every answer, a history of saved threads, and standing instructions for the workspace. You choose whether a question runs over every PDF in a workspace or one document, answers stream in with inline citations to their excerpts, and each thread is saved so you can reopen or search it later. Workspace Context lets you set rules once instead of retyping them in every prompt.
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The chat controls, in use
Most document chats look alike at first glance: a box to type in and an answer underneath. The difference is in what you can steer, and in what you can check afterwards. Here is each control in Search+ and what it changes in the reply you get.
Ask "What are the payment terms?" across the workspace and the answer cites every file that mentions them. Pin the same question to the master agreement and only that file is used.
Text appears as it is written, with citation markers attached. Each marker opens the excerpt behind that sentence.
Every conversation is kept. Search your conversations by name to find last week's thread instead of asking the same thing twice.
Write once that answers should use your team's glossary and flag anything undated. Every later question in that workspace is answered with that instruction applied.
What is AI document chat?
AI document chat is a chat interface whose answers are generated from documents you supply. Underneath, the system retrieves passages from your files that relate to the question and has a language model compose a reply from them. Where products differ is in the controls around that loop. Can you limit which documents are consulted? Can you see the passages that were used? Is the conversation saved, and can it be found again? Can you give instructions that persist? Search+ answers yes to each: scope control at the question level, inline citations with openable excerpts, saved and searchable threads, and Workspace Context. The chat runs in the browser, and the interface is in English. These controls matter most on long projects, where the same collection is questioned many times by the same person and the cost of an unverifiable answer, or of a lost thread, adds up quickly.
How to run a document chat in Search+
- Open a workspace and upload
Create a workspace and drag in your PDFs, up to 10 per batch. Wait until each file shows as indexed.
- Write the Workspace Context (optional)
Add standing instructions such as priorities, terms to use or evidence standards. They apply to every question asked in this workspace.
- Set the scope and ask
Leave the question on the full workspace, or narrow it to a single document, then ask. The reply streams in with citations.
- Return to the thread later
Find the conversation in your history, by scrolling or by searching its name, and continue it with the same workspace and scope.
Controls that make the chat dependable
Ask across every document in a workspace or narrow to one.
Replies appear as they are written, so you can start reading at once.
Answers cite the source document and excerpt; open any citation to read the passage.
Page or section references appear when the document provides them, and none are invented.
Reopen earlier conversations from history or search them by name.
Workspace Context applies your rules to every question in the workspace.
Where the chat stops
There is no export. Copy the parts of an answer you need.
If a question should only use one file, choose that document in the scope control rather than relying on the wording of the question to single it out.
Workspace Context is applied to each question, but check the cited excerpts before relying on the result.
Document chat controls compared with a plain chatbot
| Control | General chatbot with pasted text | Search+ document chat |
|---|---|---|
| Which sources are used | Whatever you pasted this time | Workspace or one document, chosen per question |
| Evidence for a sentence | None shown | Citation with openable excerpt |
| Repeated instructions | Retyped in each prompt | Saved once as Workspace Context |
| Finding an old conversation | Scroll through unrelated chats | History of threads you can search by name |
Questions about AI document chat
Is there a free AI document chat?
Do I upload the document, or paste text?
Is this a document reader too?
Can I control which documents the AI uses?
What is Workspace Context?
Can I find an old document chat?
Why do the answers appear word by word?
How do I keep one chat focused on a single contract?
Does the chat browse the web?
What can I upload before I start chatting?
Set the scope, ask, and keep the thread
Start a workspace and try each control on your own PDFs.
Start a workspace