🆕AI Actions

Overview

The Ask AI on Files feature allows users to interact with an AI assistant directly within the file viewer. It provides contextual support for understanding, summarizing, analyzing, and querying the content of supported files.


Admin Settings

Before users can start using Ask AI, it must be enabled in the Admin Portal. This ensures that organizations have control over where and how the feature is available.

To enable Ask AI on files, navigate to Admin Portal > Modules > Files > AI Actions. Locate the Ask AI action and toggle it ON (default is OFF).

Once enabled, users will see the Ask AI option in the file viewer.


Table View

The Table view provides admins with usage insights, access to detailed logs, and options to customize the Ask AI feature to align with organizational preferences.

Usage column: Displays the total number of times the feature has been used from the file viewer.

View logs: Available under the “…” menu, this shows which users have used Ask AI and the corresponding timestamps.

The Ask AI icon and label can be customized under Domain > AI Settings > Customize Module Conversation AI.


Supported File Types

Ask AI works with a wide range of commonly used file types, making it versatile for different business needs. Whether reviewing a document, analyzing data, or searching through video transcripts, Ask AI can provide helpful insights.

It is available for the following file formats (up to 100 MB in size):

  • Documents & Presentations: PDF, Microsoft Word (.doc/.docx), PowerPoint (.ppt/.pptx), Google Docs/Slides

  • Spreadsheets & Data: Microsoft Excel (.xlsx), Google Sheets, CSV, JSON

  • Videos with transcripts

If a file exceeds 100 MB, the Ask AI option will not appear.

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