aiR Assist (Advanced Access)

aiR Assist application uses generative AI to help you investigate and better understand the data in your documents. You can use conversational language to ask the AI questions to save time locating relevant information in Relativity.

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" box—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.

Permissions

When the aiR Assist application is installed in a workspace, all users in that workspace can access its features. To limit user access, disable their permissions to any workspaces where the application is installed. For more information, see Setting workspace permissions.

Considerations

During AA, refer to the following considerations:

  • aiR Supports:
    • Up to 50,000 documents per index.
    • Up to 5 MB of Extracted Text per document.
  • Submitting the same question repeatedly can result in answers that vary, but they tend to be similar overall.
  • Currently, we do not validate that the cited text is grounded by the extracted text, but it is on our road map.

Prerequisite

Once the Relativity aiR Assist is installed on your tenant, it is 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 the currently supported limits described in Considerations. For information on aiR for Case Strategy, refer to aiR for Case Strategy Limited General Availability.

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.

aiR processing geography locations

When using Relativity's AI technology, the selected customer data may be processed outside of your specific Geo location as provided below. If not provided below, please contact your Relativity Success Manager for further information.

RelativityOne Deployment Geography aiR Processing Geography
APAC (Hong Kong, Japan, Singapore, South Korea) Japan
Australia Australia
Canada Canada
EEA (France, Germany, Ireland, Netherlands) EEA (currently Germany)
India India
Switzerland Switzerland
United Kingdom United Kingdom
United States United States

For more details about availability in your region, contact your account representative.

For technical specifications of your region's current LLM model, see documentation on the Azure website.

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

Chat window with call outs.

Number Name Description
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 aiR for Review's response to the question asked. See Navigating the 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 box and press 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.

After submitting a question, you will receive responses and additional information, as described below.

The aiR Assist panel with a question and response.

Number Name Description
1 Natural Language Response Provides the summarized answer to the question based on the retrieved documents, with inline citations to specific References.
2 List of References Click to display or hide the full list of referenced documents generated for the response. The first three sentences of the reference displays. Click More to view additional content if it exists.
3 View in the Document List

Click to filter the Document List to only show documents that include a reference.

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 on a control number link in the reference list to open the document in the Viewer.
5 Index Name Name of the index used for the query and number of documents within the index.

Creating the initial document index

To begin using aiR Assist, documents need to be indexed. If there are no indexed documents in the system, the Index Documents button displays when you open the aiR Assist window.

Follow the steps below to create the initial index.

  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 indexing eligible documents.
    Modal with Index documents button.
  3. Choose a public saved search as the Data Source and enter a Name for the new index. The index will be created from the extracted text of documents in the selected saved search. You can only use a saved search that is public to the workspace.
    Create aiR Assist Index modal
  4. Click Create Index.
 
  • The Ask a question box is not available while documents are being indexed.
  • Indexes are shared by all users within the workspace.

Asking a question

You can ask aiR Assist questions about indexed documents using conversational language. The questions and answers only display for the user who asked the questions and the results persist between user sessions.

To ask a question:

  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 aiR Assist.

  2. Click the radio button next to the index to use for the query and click Set.
    List of generated indexes.
  3. Type your question in the Ask a question box using natural language, as if chatting with a person, and press Enter.
    Name of completed index and number of documents within it displays along with the Ask a Question text box.
    aiR Assist displays a response that includes a list of references and documents with control numbers. We recommend reviewing the accuracy of the answer and its citations. For additional information on responses, see Navigating the responses.
  4. To use a different index for querying, click the current index name link, then select another one from the index list and click Set.

The system maintains chat context within the current sessions for follow-up questions and more natural conversation.

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.

Starting a new chat

You can start a new chat with the same or a different index. Each session is separated by a line and does not refer to earlier conversations for its responses.

Simply click the + Start new chat at the top of the aiR Assist panel and begin typing your query in the Ask a question box.

Creating a new index

You can create multiple indexes for different data sources.

To create a new index:

  1. Navigate to the index list from the chat window by clicking the index name link below the Ask a question box to open the index list.
    Name of completed index and number of documents within it displays along with the Ask a Question text box.
  2. Click +New Index.
    List of generated indexes.
  3. Choose a public saved search as the Data Source and enter a Name for the new index. The index will be created from the extracted text of documents in the selected saved search. You can only use a saved search that is public to the workspace.
    Create aiR Assist Index modal
  4. Click Create Index. The new index appears in the index list. When the build is complete, its Status changes to Indexed. You can create additional indexes while one is being built.
 
  • The Ask a question box is not available while documents are being indexed.
  • Indexes are shared by all users within the workspace.

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.

To delete an index from the index list:

  1. Navigate to the index list from the chat window by clicking the index name link below the Ask a question box.
  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 (rebuilt) to reflect those changes for aiR Assist to use the new information in its queries.

To rebuild an index from the index list:

  1. Navigate to the index list from the chat window by clicking the index name link below the Ask a question box.
  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.

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.