Chat with Your Assessment

Documentation Index

Fetch the complete documentation index at: https://docs.programmeinsights.co.uk/llms.txt

Use this file to discover all available pages before exploring further.

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Before you start

• An assessment must exist with documents uploaded and at least one assessment run completed.
• Chat uses RAG (retrieval-augmented generation) so answers are only as good as the documents in your assessment. Ensure documents have been fully parsed before starting a conversation.
• Any workspace member can use chat; no special role is required.

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Steps

1. Open an assessment and click Chat in the sidebar (or from the assessment header actions). [screenshot: 16-chat.png]
2. The chat interface has three panels:
   • Left panel — thread list showing your previous conversations.
   • Centre panel — the active conversation thread.
   • Top bar — scope selector to focus the conversation.
3. Use the scope selector at the top to set the conversation context:
   • Assessment — broad scope; the AI can reference any document or finding in the assessment.
   • Document — narrow the AI’s context to a single uploaded document.
   • Criterion — focus on a specific criteria requirement.
   • Finding — drill into one finding for detailed investigation.
4. Type your question in the message box and press Enter. The AI returns an answer drawn from your source documents.
5. Every answer includes citations — exact paragraph references from source documents. Each citation is clickable: selecting it opens the document viewer scrolled to the relevant passage.
6. Follow up in the same thread to dig deeper. The AI maintains conversation context so you can ask “what about section 4?” without restating the full question.
7. To start a fresh conversation, click New Thread in the left panel. Previous threads are preserved and searchable.

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Example use cases

• Investigate a finding: scope to a specific finding and ask “What evidence supports this rating?” or “Why was this marked Amber?”
• Explore a document: scope to a document and ask “Summarise the key risks identified in this document” or “Does this document address climate resilience?”
• Ask about criteria: scope to a criterion and ask “Which documents provide evidence for this requirement?” or “What gaps exist against this criterion?”

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What happens next

• Insights from chat can inform your review decisions — navigate to the finding detail to accept or challenge (see Finding Detail).
• If chat reveals a missing document, upload it via the documents page (see Documents).

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Common questions