New Conversation
Knowledge Base
PDF, Word, and Markdown work best for SOPs and narrative content. Excel/CSV are better suited for reference data and lookups.
Import from Sitemap
Import multiple pages from a website at once using its sitemap. Enter the sitemap URL or domain to discover available pages.
You can add individual URLs above. To import an entire website via sitemap, contact your tech admin.
Chat Logs
Admin Settings
System Statistics
Chat Usage by User
AI Configuration
System Prompt
Controls how the AI responds. Keep it focused on answering only from document context.
Suggested Prompts
Up to 10 prompts shown as cards on the empty chat screen. Users click one to pre-fill the message box.
User Management
Help & Documentation
Getting Started
DocuChat AI answers your questions using information from uploaded knowledge documents (SOPs, guidelines, processing updates). It only answers from what's in the documents — it won't guess or use outside knowledge.
- Type your question in the text box at the bottom and press Enter or click Send.
- The AI will respond with an answer and show which documents it used as sources below the answer.
- If the bot can't find the answer, it will tell you. Try rephrasing your question or contact your admin to check if the relevant document is uploaded.
Chat Features
- New Chat: Click "+ New" in the sidebar (desktop) or use the hamburger menu (mobile). Keyboard shortcut: Ctrl+Shift+O (Windows) / ⌘⇧O (Mac).
- Pin Chats: Click the pin icon to keep important conversations at the top of your list.
- Delete Chats: Click the trash icon to remove a conversation.
- Clear All: Click "Clear" to remove all your conversations.
- Copy: Hover over an AI response and click "Copy" to copy the text.
- Regenerate: Hover over an AI response and click "Regenerate" to get a fresh answer.
- Suggested Prompts: On a new chat, click any suggested prompt card to pre-fill it in the text box. Edit if needed, then hit Send.
- Auto-limit: Up to 20 conversations are kept. Oldest unpinned ones are removed automatically.
Keyboard Shortcuts
| Action | Windows / Linux | Mac |
|---|---|---|
| New chat | Ctrl+Shift+O | ⌘⇧O |
| Clear all chats | Ctrl+Shift+Backspace | ⌘⇧⌫ |
| Send message | Enter (Shift+Enter for new line) | |
| Close dialog | Escape | |
Tips for Better Answers
- Be specific. "What is the draw process for UWM?" works better than "tell me about draws."
- Mention the lender name if your question is lender-specific.
- If the answer seems outdated, ask "What is the latest update on [topic]?"
- If the bot says it can't find the information, the relevant document may not be uploaded yet — let your admin know.
Change Password
Click the "Password" button in the top header (desktop) or in the hamburger menu (mobile). Enter your current password, then your new password twice.
Mobile Access
- Use the hamburger menu (≡) on the top-right to access conversations and navigation.
- All features work on mobile — chat, pin, clear, change password.