Using Generative Search on Select Documents

Define the content universe you ask Gen Search queries against to either select or single documents

With Generative Search, you have the ability to ask natural language questions when interfacing with a single or multiple, selected documents.

• Ask Questions about a Single Document
• Ask Questions about Multiple Documents
• Considerations

Ask Questions about a Single Document

You can ask questions on a single document through several avenues.

• From the Search Results, simple select the Generative Search icon from the results list

• When previewing the document, select "Ask in Doc"

This will then open the Gen Search prompt bar, where you can ask questions conversationally or run use case specific queries about the document selected.

If asking your own question, Gen Search will automatically recognize that the question is specific to the open document and will craft a response based on that content. Some examples are:

• In 500 to 1,000 words summarize this document
• Was [TOPIC] discussed in this document? If mentioned, summarize what was said about [TOPIC] and what the company's strategy is going forward.
• Are there any distress signals in this document?

If you are unsure what questions to ask, you can leverage ready made, curated queries based on the document type you are exploring. These queries are currently available for the following document types: 10K, 20F, 40F, 10Q, 8K Earnings Release, Global Filings Annual Reports, Event transcripts (including Earnings, Conferences, Investor Day, and Mid-quarter management updates), Earnings Press Releases, Earnings Presentations, and Investor Presentations.

This feature is also available when asking questions across multiple documents.

Ask Questions about Multiple Documents

If you'd like to ask questions using Generative Search across several documents (but not your entire search result), you can either:

• From Gen Search, add documents directly from the search bar. Documents can be selected from AlphaSense or uploaded from your desktop (must have Enterprise Intelligence for upload feature)

• Select the documents you'd like Gen Search to reference, then ask your question

Gen Search will automatically recognize that the question is specific only to the documents you have selected and will craft a response based on that content. Some examples are:

• What are the similarities mentioned between these experts?
• Compare and contrast the following documents in their discussion of [TOPIC]
• In 1000 words, summarize the main themes from these documents.

Considerations

Presently, "Ask in Doc" is limited to up to 500 pages—regardless of whether that's 500 pages of a single document or 500 total pages across multiple documents.