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How to Chat with a Document

  • 01
    Upload Your Document

    Upload your PDF, DOCX, TXT, or XLSX file to begin. The AI prepares your document so you can ask questions, generate summaries, or analyze its content.

  • 02
    Choose a Task

    Select a preset task, such as summarizing or asking questions, or enter your own custom prompt to tell the AI exactly what you need.

  • 03
    Get Results

    Generate the AI response, review the results, then copy the text or download it for future reference, sharing, or additional editing.

chat with document step

AI Document Analysis
AI Document Analysis
Upload PDF, DOCX, TXT, or XLSX files and let AI instantly analyze their contents. The AI understands your document, identifies important information, and generates accurate responses based on your selected task or custom prompt. Quickly find key details, understand complex documents, and save time without manually reviewing every page.

Flexible AI Tasks
Flexible AI Tasks
Choose from built-in AI tasks such as Summarize, Key Takeaways, Action Items, Executive Brief, and Extract Data to analyze documents with a single click. For more advanced needs, create your own custom prompt to receive tailored insights, making the AI assistant adaptable to virtually any document or workflow.

Document Questions & Summaries
Document Questions & Summaries
Ask questions about your uploaded documents using natural language or generate concise summaries with preset tasks or custom prompts. The AI provides context-aware answers and highlights the most relevant information from your document. Review the generated results before copying or downloading them for future use or sharing.

Markdown Downloads
Markdown Downloads
Save generated results as MD or TXT files for documentation, knowledge bases, or further editing in compatible editors.

Multiple Output Lengths
Multiple Output Lengths
Choose from several response lengths to generate brief summaries or more detailed document analysis before exporting the results.

Source References
Source References
Review the document sections referenced by the AI to verify generated information against the uploaded content when needed.

Preset AI Workflows
Preset AI Workflows
Start with built-in tasks like Executive Brief, Action Items, or Extract Data instead of writing every prompt from scratch.

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Frequently Asked Questions

How can I chat with a document online?

To chat with a document, upload a supported PDF, DOCX, TXT, or XLSX file, then choose a preset task such as Summarize, Key Takeaways, Executive Brief, or Extract Data. You can also enter a custom prompt to request specific information from the uploaded document. After the AI generates a response, review the results before copying or downloading them as MD or TXT files. The quality of the response depends on the content available in the uploaded document and how clearly your request is written.

What document formats does Chat with Document support?

This online chat with Document supports PDF, DOCX, TXT, and XLSX files for AI analysis. Once uploaded, you can use preset tasks or write a custom prompt to generate summaries, extract information, or answer questions about the document. If a file contains scanned pages without selectable text or unsupported content, the AI may not be able to analyze it correctly. For the best results, upload documents with clear, readable text and confirm they open properly before processing.

Can I summarize long documents with AI?

Yes. Select the Summarize preset to generate an overview of your uploaded document instead of reading it page by page. You can also use Key Takeaways or Executive Brief if you need a different presentation of the information. The generated summary reflects the text available in the uploaded file, so documents with unclear formatting, missing text, or scanned images may produce less complete results. Always review the original document when accuracy is important.

What should I do if the AI response is incomplete or inaccurate?

If the generated response does not include the information you expected, try replacing a broad request with a more specific custom prompt. For example, ask the AI to extract action items from a meeting report or summarize a particular section instead of requesting a general overview. The response also depends on the uploaded document's quality and available text. If the relevant information is missing, unreadable, or stored in scanned images, the generated result may be incomplete.

Can I use Chat with Document for work or study?

Yes. Chat with Document can help review reports, research papers, meeting notes, manuals, spreadsheets, and class materials by generating summaries, identifying key points, extracting data, or creating executive briefs. You can also download the generated results as MD or TXT files for documentation or further editing. For business, legal, financial, or academic work, treat the AI output as a reference and verify important information against the original document before sharing or making decisions.

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