
Overview
Chat is ALK’s AI-powered question and answer interface. It lets you search for answers across your connected sources and uploaded documents by typing natural language questions.Capabilities of Chat
- Chat can search your indexed documents and knowledge base.
- When the relevant source is enabled, Chat can query structured data, search the public web for current information, or work with connected apps such as email, calendars, and Notion.
- The sources you select determine which capabilities are available for that conversation. Chat does not claim to have accessed a source that is not connected or selected.
- Each session starts fresh; Chat does not carry conversation context between separate sessions.
Inline citations
When ALK can connect a claim to a source, Chat shows an inline citation beside the relevant answer text. Open a citation to inspect the source details; when a source has a link, you can open it in a new tab. Section headings and other non-evidence text are not cited. Always check important answers against the original source. Citations help you trace an answer, but they do not replace your review.Getting started with Chat
1
Ask a question
From the ALK home screen, type your question into the search bar that reads “Search for answers across your connected sources” and press Enter.
2
Choose your sources
Click + Sources beneath the search bar to select which sources Chat should query. Available sources are:
- Microsoft OneDrive — documents stored in your OneDrive
- Mono — connected bank account data
- Acumatica — connected GL and ERP data
- Google Drive — documents stored in your Google Drive
- File Uploads — documents you have uploaded directly to ALK
- Web Search — current public information from the web, when enabled
- Connected apps — live data or actions in apps you have connected, when enabled
3
Review your conversation history
For quick access to your previous conversations with ALK, look below the sources text — your previous conversations will be housed here. If no conversations have been started yet, the panel will show “No conversation history yet.”
Important notes
- Web Search and connected-app actions are available only when those sources are enabled for your workspace and selected for the conversation.
- Each session starts fresh. Chat does not remember previous conversations after you start a new session.
- When you attach a file in Chat, ALK can read the attachment directly, including OCR text from scanned documents, without searching the knowledge base again for the same content.
- Chat limits repeated knowledge-base searches in a single turn. Always verify important information from the original source documents.