AI chat

The AI Chat function allows users to interact with ImageMaster through a Large Language Model (LLM) and ask questions related to selected documents or attachments.

It provides contextual assistance for document analysis, summaries, and content-related queries directly within the WorkplaceClient interface.

This feature is available for users with a valid AI license and if the system administrator has configured an active AI Service .

AI chat can be started from any workspace where documents are displayed, for example from the Search or Documents view.

  1. Select one or more documents in the hit list.

  2. Click the AI Chat icon in the functional bar:

    AI Chat icon in the Workplace Client used to open the ImageMaster AI Chat panel.

  3. The ImageMaster AI Chat window opens in a new panel on the right side of the screen. It automatically displays the current timestamp in the window title:

    The ImageMaster AI Chat panel opened from the Search workspace showing a welcome message and an empty input field for entering questions.

    Figure 842: AI chat window

  4. When a question is submitted, ImageMaster sends the request to the configured AI backend using the context of the selected documents:

    • Questions can be entered in natural language, e.g. “What are the key dates and amounts mentioned?”, “List the persons or companies referenced in the document.” or “Provide a short version suitable for an e-mail message.”

      To ensure consistent results, system administrators can define a default system prompt and model parameters, see [UM AdminClient].

    • Answers are displayed directly in the chat window.

  5. The Context line below the input field indicates how many documents and attachments are currently referenced (for example: Context: 3 Documents, 3 Attachments).

    New documents or attachments can be added from the hit list action Documents → Add to AI Chat Context.

    If no document is selected, the context line shows 0 Documents, 0 Attachments and queries are answered based only on general system context.

    Clicking Change next to the context opens a selection dialog to adjust or clear the active context:

    The AI Chat panel showing the current chat context with an information message explaining how to add documents or attachments.

    Figure 843: AI chat window with context for chat

  6. The history of all active chat sessions is displayed when clicking the tribar menu in the upper functional panel. The following options are available for managing chats:

    • New : creates a new chat session. The previous chat remains accessible until closed manually. Each new session opens with the current date and time in the title.

    • Delete : removes the currently open chat session from the list. This action permanently deletes the session from the client view.

    • Download : exports the current chat content as a text file. The file includes all user inputs and AI responses.