Ask Moby (Chat)

Moby includes a built-in AI assistant you can access anytime via the chat panel. It helps you get answers about Moby features, analyze documents, and find information quickly.

Main Features

Feature	Description
Conversational AI	Ask questions in natural language and get contextual answers
Moby Documentation	Get accurate answers about Moby features and how to use the platform
Document Analysis	Attach workspace documents to ask questions about their content
Web Search	Enable real-time web search for current information (if enabled by your firm)

How to Use the Chat

1. Click the chat icon in the bottom-right corner to open the panel
2. Type your question in the input field
3. Press Enter or click Send

Adding Context

Use the @ button next to the input field to add context to your questions:

Context Type	When to Use
Moby Documentation	Questions about how to use Moby, features, or workflows
Documents	Questions about specific documents in your workspace
Web Search	Questions requiring real-time information (regulations, current rates, etc.)

Best practice for Moby questions

When asking "How do I..." questions about Moby, always add the Moby Documentation context first. This ensures you get accurate, platform-specific answers rather than generic responses.

Example Questions

With Moby Documentation context:

• "How do I run a Test of Details?"
• "What's the difference between matching and grounding?"
• "How can I split a bundled PDF?"

With Document context:

• "Summarize the key terms of this contract"
• "What is the total amount on this invoice?"
• "List all the parties mentioned in this document"

With Web Search enabled:

• "What is the current IFRS 16 lease liability threshold?"
• "Latest updates to ISA 540 revised"

Limitations

• Conversations are stored in your session; they reset when you log out
• Maximum of 5 documents can be attached at once
• Very long documents are truncated to fit context limits
• Web search availability depends on your company settings