Document chat
Document Chat lets you upload a file and ask questions of its contents. Common use cases for sellers: read a vendor contract, summarize a regulation document, search across a stack of supplier spec sheets.
In this guide:
- Upload a document
- Ask questions
- Cite back to the source
- Manage your document library
Step 1: Upload a document
Go to AI → Document chat and click Upload.
Supported formats: PDF, DOCX, TXT, MD. Max 50MB per file. Storage counts against your subscription’s storage allowance.
After upload, Hilal indexes the document (a few seconds for short docs, up to a minute for long ones). Once indexed, the document appears in the library on the left.
Step 2: Ask questions
Click the document in the library and start chatting. The assistant answers using only the document’s content, not the open internet or your seller data.
Examples:
- “What’s the early-termination clause in this vendor contract?”
- “Summarize the testing requirements in this regulation document.”
- “Find every reference to ’lead time’.”
Step 3: Cite back to the source
Every answer cites the page or section it pulled from. Click a citation to jump to the exact location in the document — the document opens in a side panel with the cited passage highlighted.
Step 4: Manage your document library
The library shows every document you’ve uploaded, with date, size, and status. Bulk-select to delete documents you no longer need (frees up storage allowance).
You can also share a document with teammates — they see it in their library too. Permissions follow your role.
Troubleshooting
- Upload failed. Check the file size (50MB max) and format. Scanned PDFs without OCR aren’t searchable; run OCR before uploading.
- Wrong answer. Citations should help — open the citation. If the AI is misreading the document, rephrase your question or ask for a verbatim quote.
- Storage limit reached. Delete old documents or buy the Extra storage add-on.