Supported Sources#

AI uses the content available in the current context. The exact set of sources depends on where you start the action.

Selected Documents and Attachments#

The most common sources are:

• The current entity context.
• The selected documents.
• The selected attachments.

When you use Ask AI or View Summary, the system sends the relevant identifiers and instructions to the configured large language model (LLM).

Attachment Type Filtering#

Not every attachment is available to AI automatically.

To make an attachment type available:

1. Go to Administration > Tables > Generic Tables.
2. Open the AttachmentType Generic Table.
3. Enable Enable Generative AI for the required Entity Type and Attachment Type combination.

Context-Specific Extensions#

Some scenarios may extend the default set of sources with additional entity-related content.

For example, a scenario may combine:

• The current entity documents.
• The current entity attachments.
• Additional related-entity attachments.