Prompting (Advanced Access)

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

You can prompt aiR Assist about indexed documents using conversational language. Asking follow-up prompts builds on the previous one. aiR Assist follows the context of the conversation and people or events discussed. Refer to Best practices (Advanced Access) for tips on writing prompts.

Users must be granted Prompting permission to ask questions and manage their conversations. See Permissions for details on the Prompting permission.

Navigating the prompt composer

Refer to the following descriptions below to learn how to use the prompt composer (Ask a question box).

• Ask a question—type your prompt into this box. Prompts must be at least three characters long to submit.
• Index used—name of the index used for the query appears in the lower left corner of the box. Hover over the name to view the saved search source used, number of documents within the index, date/time last indexed and by whom, and description entered when the index was created.
• Use Metadata toggle—if metadata is enabled in your workspace, the Use Metadata toggle displays next to the Index Name. Toggle it on to use metadata for the query or toggle it off to not use it. See Metadata mapping (Advanced Access) for more information.
• Send message—after typing your question, click the circled up arrow to submit it for a response.

Navigating the responses

Refer to the following descriptions below to learn how to navigate the responses generated by aiR Assist.

• Question asked—the question asked, along with the user's initials, displays above the response.
• # Reviewed Sources—click to view the summary, which outlines the steps the AI agent took to answer the question.
  • It includes the name of the index (data source) used, what searches it attempted, potentially relevant documents identified, the documents identified as highly relevant, and so forth. Where available, click the link to view specific documents of that step.
  • The "Attempted following searches" step displays the metadata filters the model applied. During review of the summary, if it is determined that the model selected inappropriate metadata filters, we recommend adjusting the prompt accordingly or disabling metadata usage for the query (as in, disable the Use Metadata toggle in the Ask a question box).
    
• Natural language response—the answer to the question based on the retrieved documents, with inline citations to specific document references.
• # References—click the arrow next to the number of references to show or hide the full list of referenced documents generated for the response.
  • aiR Assist can return up to 25 references per question.
  • Below the Document Control Number link are the first few pieces of information associated with the reference. Click the down arrow to view more information.
  • Click the Document Control Number link to open the document in the Viewer.
    
• View in Document List—click to filter the Document List to only show documents that include a reference. Be aware that choosing a specific folder in the Folder Browser might change which references appear in the Document List. To ensure all references are visible, select the root folder level.
• Index name—the name of the index used for the query displays below the list of references. Hover over the name to view the number of documents within the index, date/time last indexed and by whom, and the description entered when the index was created.
• Action buttons—click the action buttons to do the following:
  • Copy icon—click to copy the entire response displayed to the clipboard, including citations. See Copying a response for more information.
  • Thumbs up icon—click to indicate a positive reaction to the answer provided. See Feedback controls for responses (thumbs up/thumbs down) for more information.
  • Thumbs down icon—click to indicate a negative reaction to the answer provided. See Feedback controls for responses (thumbs up/thumbs down) for more information.

See Understanding aiR Assist responses for more details on how the system operates on a Retrieval-Augmented Generation (RAG) architecture to retrieve and analyze documents for responses.

Submitting prompts

To submit a prompt:

1. Click the aiR Assist icon in the side bar to open the aiR Assist chat panel.
   
2. Use the default index that displays in the Ask a Question box or click the index name to select a different one from the Index Manager list and click Set index.
3. Type your prompt in the Ask a question box using natural language, as if chatting with a person.
   
   
4. If your workspace has metadata enabled, the Use Metadata toggle is enable by default. Choose whether or not to leverage metadata for the prompt. See Metadata mapping (Advanced Access) for more information.
   The Use Metadata toggle is only supported for indexes created using aiR Assist. Currently, aiR for Case Strategy indexes do not support metadata mapping so the toggle is disabled.
5. Click the Send Message up arrow icon to submit the question.
   • aiR Assist displays a response that includes a list of references and documents with control numbers. The application can return up to 25 references in response to a single question.
   • We recommend reviewing the accuracy of the answer and its citations. For additional information on responses, see Navigating the responses and Understanding aiR Assist responses.
6. Continue prompting the system using the selected index. If you want to use a different index for querying, click the current index name link, select another one from the index list, and click Set. Then, repeat these steps.

The system maintains chat context within the current sessions for follow-up questions and more natural conversation. For more information on managing conversations, see Using Conversation Manager.

Chat history for all chat sessions:

• are private to each user
• persists across each user's Relativity session

Starting a new prompt conversation

You can start a new prompt conversation using the same or different index. The new one does not reference previous conversations for its responses.

In the aiR Assist chat panel, click the New conversation pencil and paper icon and begin typing your query in the box.

For more information on managing individual conversations, see Using Conversation Manager.

Copying a response

The Copy action lets you copy the full response, including citations, to your clipboard with formatting intact for use elsewhere.

Conversation history and sessions

aiR Assist keeps a continuous conversation history for each user, ensuring consistency across questions in a session. Each user’s conversation data is kept private and is not available to others within the workspace. The conversation history is also saved between user sessions. For more information on managing conversations, see Using Conversation Manager

It is important to note that this conversational memory for follow-up questions is limited by the context window size of 10 previous messages within the current user session. As the conversation grows longer, earlier parts of the exchange may no longer be referenced in responses once the model’s context capacity is reached.