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Using OrgAI for Document Reference

How to ask OrgAI questions and receive answers with document-backed citations.

Maxwell Bass avatar
Written by Maxwell Bass
Updated this week

OrgAI searches your uploaded policies and files to deliver clear, sourced answers. This makes it easy to review history, analyze trends, and quickly pull accurate information.

Steps

  1. Open OrgAI and start a New Chat.

  2. Type your question, such as:

    • "How has our federal revenue changed over the years?"

  3. Press Enter.

  4. Review OrgAI's response, including the inline citations.

  5. Click any citation to open the referenced document for more detail.

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