AI Help Chatbot

Note: This content refers to Preview, Advance Access or limited-availability functionality that may not be available in all Relativity environments.

The Relativity AI Help Chatbot provides an easy way to get answers to questions about using RelativityOne. This chatbot leverages advanced artificial intelligence to answer queries, provide guidance, and enhance the overall user experience. AI Help utilizes content from our product documentation at help.relativity.com and select articles from our community site to generate responses.

Note: The responses generated by the AI Help Chatbot are based on AI-generated content and may occasionally be incorrect or out-of-date. We recommend that all users verify the accuracy and relevance of the information provided before taking any actions based on it. Your diligence in double-checking the information will ensure that you receive the most correct and applicable guidance.

Accessing and using the chatbot

Users with the appropriate level of access can open the chatbot by clicking the Ask AI button on the upper right corner of the screen.
Accessing the AI Chatbot

Once the chatbot screen loads, you can type your question in the Ask a question text box. After the chatbot returns an answer, you can click the References drop-down to see which content the chatbot used to determine the answer to your question. You can continue asking related or unrelated questions in the chatbot screen.
Using the AI Chatbot

Access Control

Access to the AI Help chatbot is controlled through an instance setting. The setting defines the group artifact IDs, associated to groups within the instance, that will have access to the AI Help chatbot. One or multiple groups can be set. This allows the tool to be made available across an instance without exposing non-admin users into the existing instance level permission controls.

  • Instance Setting
    • Section: Relativity.AIHelp
    • Name: ChatbotGroupArtifactIDs
    • Value Field:
      • Enter in one or multiple Group Artifact IDs.
      • Use comma-separated values for multiple groups
      • The default value is 20, which is the system admin group.

AI Chatbot instance settings example

Writing effective prompts

Writing effective prompts is essential to maximize the utility of the AI Help Chatbot. Here are some tips and guidelines to ensure you get the best results:

Be specific

When crafting prompts, it's important to be as specific as possible. Name the product you are using or location within RelativityOne. This helps the chatbot understand exactly what information or assistance you need. For instance, instead of asking "How do I use Relativity?" try asking "How do I make redactions in an Excel document?"

Use clear language

Avoid using ambiguous or complex language. The clearer your prompt, the more accurate and useful the response will be. Stick to straightforward and concise sentences.

Include context

Providing context in your prompts can significantly improve the chatbot's responses. Explain what are you trying to achieve.

Ask one question at a time

To avoid confusion and ensure precise answers, it's best to ask one question at a time. If you have multiple questions, ask them in separate prompts.

Utilize Relativity terminology

Using the specific terminology related to Relativity will make it easier for the chatbot to understand and provide relevant answers. Refer to the official documentation or user guides for the correct terms.

Prompt examples

Below are some examples of good prompts. Try these in your own environment to get familiar with the chatbot.

  • How do I set up a new user in Relativity?
  • What are the steps to import data into a workspace?
  • Can you guide me on creating a report for case analytics?
  • What are the best practices for data export in Relativity?

Frequently-Asked Questions

You can ask about any feature or functionality within Relativity, as well as general questions about using the platform.

The AI Help Chatbot is powered by GPT 4o and utilizes retrieval augmented generation that searches content from our help.relativity.com user guides as well as select articles from the community site.

The chatbot can respond in any language supported by GPT 4o. Note that the citations that are referenced and display are currently only available in English.

If you encounter any issues or have further questions about the AI Help Chatbot, please contact our product support team.