aiR Assist (Advanced Access)

aiR Assist is a new application where you can use natural language and conversational capabilities to investigate and better understand your data, reducing the time required to find relevant information. This is an experimental capability that we are providing as part of this Advanced Access (AA) program so that Relativity can incorporate your feedback into this feature's development.

Advanced Access is an opportunity to evaluate and work with Relativity features prior to General Availability release. Relativity customers typically participate in Advanced Access programs on a feature-by-feature basis. The functionality described in this document may not be available in all Relativity environments and may not represent the functionality, appearance or behavior of the General Availability release version of this feature.

Release notes

This section includes the release information and the current functionality of the aiR Assist application.

  • Index rebuild—existing indexes can now be quickly updated to match changes in the saved search data source.
  • Intent clarification—improves aiR Assist conversations by asking follow-up questions when your request is unclear, helping guide you to the right outcome and navigate the limitations.
  • Saved Search Indexing—indexing documents from public saved searches is now supported.
  • Multi-turn chat—simulates human conversation by preserving context from previous exchanges within the same chat session, which enables follow-up questions and deeper exploration without the need for repetition.
  • Chat persistence—chat history is now saved and available for review even after user logs off their Relativity session.
  • Start a new chat—this button starts a new chat conversation below the previous one, separated by a line. The new chat conversation does not reference previous conversations for its responses.
  • Search Q&A button—the button is located on the top of the document list page and available for all users in the workspace to use.
  • "Ask a question” textbox—when the panel is open, a user can input a natural language question about the documents. Each question is evaluated and answered individually without consideration of the full conversation.
  • Workspace-level context—all indexed documents available in the workspace, up to 100,000, are subject to the querying process.
  • Chat history—a user’s chat history is visible during that user’s Relativity session. Once the user logs out of Relativity the chat history will be cleared.
  • Citations—references and citations are provided for each response. A user can filter the Document List to the show these references or can open each reference from the chat panel in the Document Viewer. Please note, that in the initial AA release, we do not confirm that the citations are grounded in the document text like in aiR for Review. See below on future feature releases.

Considerations

During AA, aiR Assist supports:

  • Up to 50,000 documents per index.
  • Up to 5 MB of Extracted Text per document.

Installation

During AA, the Relativity aiR Assist team will handle the installation. If you are an AA customer, you must provide the following information:

  • RelativityOne Tenant
  • Written approval for the Relativity team to access the workspace.

After the above items are provided, the Relativity team will install the application. This takes approximately 1-2 business days. Once the application is installed, you will be able to index the data and start using aiR Assist.

Installation completion details will be emailed to you.

Prerequisite

Once the Relativity aiR Assist is installed on your tenant, it is going to be enabled on every workspace that has aiR for Case Strategy installed. This enables you to index Case Home documents, as well as index any saved searches, up to currently supported limit (refer to Considerations).

Using aiR Assist

Follow the steps below to use aiR Assist.

  1. Click Ask AI at the top of the page, then select aiR Assist.
    Ask AI button with sub menu options of AI Help and Q&A Search, with Q&A Search highlighted to select.
  2. Click Index documents to begin the indexing process.
    Modal with Index documents button.
  3. Click Create Index to start building the index.
    The index list displays. This sortable grid contains a detailed overview of the indexes, including build status, number of documents in the index, last update date/time, and name of person who last modified it.
  4. Do any of the following on the index list modal:
    List of generated indexes.
    • Select the index to use for querying and click Set. Then, proceed to the next step.
    • Click +New Index to build another index and repeat the previous steps.
    • Click Delete Index to delete one from the list. See Deleting an index for more information.
    • Click Rebuild to rebuild one of the indexes from the list. See Rebuilding an index for more information
  5. Once the indexing process completes, enter your question in the Ask a question text box using natural language, as if chatting with a person, and click Enter. The index in use and when it was last indexed appears below the question text box.
    Name of completed index and number of documents within it displays along with the Ask a Question text box.
  6. To use a different index for querying, click the current index name link, then select another one from the index list and click Set.

After submitting your question, a natural language response appears that includes a list of references, documents with control numbers, and more. Review the accuracy of the answer and its citations. For additional information on responses, see Working with responses.

The system preserves the context of your ongoing chat exchange within the current chat session, allowing follow-up questions and simulating human conversation.

To start a brand new chat session, click Start new chat button. A line separates the old conversation from the new one. The new chat does not reference previous sessions to answer new questions.

Chat history remains available even after you log out of the Relativity session.

After each question and response, review the accuracy of the answer and its citations. Where appropriate, record your feedback and send it to the Relativity team.

Deleting an index

Use the steps below to easily delete indexes from the index list. Deleting an index does not erase past questions and answers, which remain accessible in your chat history.

  1. Navigate to the index list from the chat window by clicking the index name link below the text box to open the index list.
  2. Select the radio button corresponding to each index to be deleted.
    List of generated indexes.
  3. Click Delete Index.
    A warning message notifies you that the delete action cannot be undone.
  4. Click Delete to proceed with permanently deleting the selected indexes.

Rebuilding an index

Once your data source (saved search) changes by either adding or removing documents to it, the index must be updated to reflect those changes for aiR Assist.

Use the steps below to rebuild the index from the index list.

  1. Navigate to the index list from the chat window by clicking the name link below the text to open the index list.
  2. Select the ratio button corresponding to index to rebuild.

    List of generated indexes.

  3. Click Rebuild.

    A confirmation message notifies you that the index is unavailable while rebuilding.

  4. Click Rebuild to proceed.

aiR Assist panel

Refer to the following table to learn how to use the aiR Assist panel.

Chat window with call outs.

Element Description Purpose
1 Start new chat Click to starts a new chat conversation below the previous one, separated by a line. The new chat conversation does not reference previous conversations for its responses.
2 Expand Click to enlarge the aiR Assist panel to improve answer readability.
3 Close Click to close the aiR Assist panel.
4 Question asked The question asked.
5 Response given The response to the question asked. See Working with responses for more information.
6 Index used The index used for the query and number of documents within it.
7 Ask a question Type your question into this text box and click Enter to submit it. Questions must be at least three characters long to submit.
8 Current index The name of the current index being used for the question and number of documents within it. Click the link to change the index used or to create a new index.
9 Last indexed date The date on which the current index was most recently generated.

Working with responses

After submitting questions, you will receive responses and additional information, as described below

The Search Q&A panel with a question and response.

Element Description Purpose
1 Natural Language Response Provides the summarized answer to the question based on the retrieved documents, with inline citations (for example, [1], [2]) to specific References.
2 List of References Displays the number of referenced citations generated for the response. Click this link to show or hide the list of document references. The first three sentences of the reference displays. Click More to view additional content.
3 View in the Document List

Filters the Document List to display only the referenced documents.

The selection of a specific folder in the Folder Browser may affect the visibility of references in the Document List. To ensure all references are visible, select the root folder level.
4 Control Number Click this link to open the document in the Viewer.
5 Index Name Name of the index used for the query and the number of documents within the index.

Troubleshooting

aiR Assist may sometimes have trouble understanding your question or providing a suitable answer due to limited error handling. If this happens, a message notifies you to rephrase the question and submit it again. If the issue persists, please report it to search-qa-help@relativity.com for troubleshooting.

Removing the aiR Assist application

The aiR Assist application is accessible to users in workspaces where this capability has been enabled. Access to these workspaces is managed through standard workspace access permissions.

To disable aiR Assist from a given workspace, email the aiR Assist team at search-qa-help@relativity.com.

Frequently asked questions

Listed are questions you might have using the aiR Assist application.

aiR Assist can handle questions related to the documents in the current workspace. Questions that answer general knowledge questions are not supported. You can ask questions in natural language, such as "Who are the key people in this case?" or "Which documents mention [topic]?"

aiR Assist primarily works in English. If your workspace contains documents in other languages, the effectiveness of answers may vary.

aiR Assist relies on indexed data to generate answers leveraging retrieval-augmented generation (RAG). While it aims to offer correct responses, always verify the offered information and citations for accuracy. Feedback can help improve the tool over time.

There is no set limit, but long or highly complex queries may take more time to process. For best results, keep your questions concise and focused.

Yes, multiple users can use aiR Assist within the same workspace concurrently. However, each user's session and chat history are independent.